Creating Integrations

An integration enables CxEngage to use a third-party to provide communication services such as messaging, email, or voice calls. You can configure integrations between CxEngage and the following:

  • Twilio
  • Salesforce
  • Facebook
  • Zendesk
  • Email

Create an Integration

You'll need an account with the service you're integrating with, as well as access to your account credentials for that service, in order to complete the integration.

To create an integration:

  1. Go to Configuration > Integrations.
  2. Click Create.
    The integration details panel appears.
  3. Select the TypeREST APIs, Salesforce, or Zendesk.
  4. Enter a Name for the integration.

    This name identifies the integration when it is used in a flow object.

  5. Optionally, enter a Description.
  6. Enter the required details for the integration.
    See Required Parameters for details about the parameters you need to enter for each integration.
  7. Click Submit.
  8. Click on the status indicator next to the integration's name to enable it.
    The indicator is gray when disabled, and green when enabled.

Required Parameters

The tables below list the credentials that you need to enter to enable each integration that CxEngage supports.

Watch the CxEngageTraining video to see this in action:

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