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CRM Software Integration

Integrate Five9 With Your CRM Solution

Integrations with Leading CRM Solutions

Customers get frustrated when they have to repeat the same information over and over, and agents struggle with multiple systems that don’t talk to each other. Five9 provides robust pre-built integrations with leading CRM solutions, so agents have the information they need to make customers happy.

CRM Application Integration Leader
Five9 is the leader in CRM integrations among cloud contact centre providers. Five9 has pre-built integrations for Salesforce, Oracle, NetSuite, Zendesk, Microsoft, Velocify, and customer environments, so you can take your CRM application to a new level of functionality. We’ve implemented hundreds of CRM integration deployments for customers in a variety of sizes, industries and geographies. The vast experience of our Professional Services team provides the expertise to accomplish your integration in weeks, not months.
Integrate with Salesforce

Five9 extends your investment in Salesforce and drives the omnichannel customer experience. Work in the familiar Salesforce desktop, while leveraging the power of Five9 to enrich omnichannel interactions. Five9 software provides computer telephony integration (CTI) by leveraging the Salesforce Open CTI standard for linking the Sales Cloud and the Service Cloud. Our pre-built integration for Salesforce includes features like:

  • Purpose-built for Sales Cloud and Service Cloud, and one of the few Lightning-certified solutions for agents
  • Shared presence for blended agent readiness with Five9 and Salesforce Omni-Channel
  • Matching inbound and outbound call information with Salesforce data
  • Giving agents the ability to control calls, with rich handling such as recording, parking, cold or warm transfers and conferences, click-to-dial and more— all from within a single Salesforce desktop
  • Automatically saving call logs when a call ends
  • Displaying Salesforce data via “screen pops” when calls are made or received regardless of interaction type—whether for an inbound preview, outbound call, skill transfer, personal voicemail, or direct call
  • Integrating campaigns, calling lists, and predictive dialing to boost sales leads and conversion rates
Integrate with Oracle

The Five9® Adapter for Oracle Service Cloud is a prebuilt integration that enables agents to access the softphone telephony, email, and chat toolbar, with all interaction controls from within the Oracle Service Cloud desktop. Our integration for Oracle includes features like:

  • Matching inbound and outbound customer information with Oracle Service Cloud data
  • Prioritize and route calls, emails, and chat interactions to the right agent at the right time, based on agent availability
  • Giving agents the ability to answer and control calls, emails, and chats from within the Oracle Service Cloud desktop
  • Notifying agents and provide “screen pops,” allowing agents to manage their workload by accepting or rejecting new customer interactions
  • Enabling click-to-dial functionality from within Oracle Service Cloud
  • Providing a single, multichannel administrative environment to handle agents’ channel assignments, as well as the routing and business rules that can be applied across all channels
Integrate with Zendesk

Five9 seamlessly connects to Zendesk, creating a single, powerful solution that enables agents to be more efficient. Our integration for Zendesk includes features like:

  • Five9 Interactive Voice Response (IVR), our robust platform for providing inbound callers with self- service applications and menu-driven access to contact centre agents
  • Five9 Automatic Call Distribution (ACD), an easy-to-use graphical user interface that routes callers to the best available agent based on agent skills, information about the caller, and business rules defined by the contact centre
  • Five9 Predictive and Power Dialing modes so your sales and telemarketing organizations can improve productivity and revenues by reaching more contacts via outbound phone calls
Integrate with Microsoft Dynamics CRM

The integration of Microsoft Dynamics CRM with the industry leading Five9 contact centre technology creates a powerful, flexible customer service platform that allows organizations to fully capture all customer interactions. Our integration for Microsoft Dynamics CRM includes features like:

  • Match inbound and outbound customer information with Microsoft Dynamics CRM data, including contacts, cases, and incidents
  • Effectively prioritize and route calls and voicemails to the right agent at the right time, based on agent availability
  • Rich administrative and supervisor environment to manage your contact centre agents, IVR scripts, campaigns, skills, and other areas critical to delivering results
  • Enable click-to-dial functionality from within Microsoft Dynamics CRM
  • Notify agents and provide “screen pops,” allowing agents to manage their workload by accepting or rejecting new customer interactions
  • Prioritize high-value callers or those with open incidents
Custom CRM Integration

Five9 offers an easy-to-implement customer integration option that embeds interaction controls into your homegrown CRM application, converting it into a productivity engine for sales, customer service, and case management. More than just a set of interfaces, Five9's Agent Desktop Toolkit (ADT) offers a rich, extensible framework of REST APIs, reference UI, and other tools to build solutions that power agent experiences and business results in turnkey and custom environments. With Five9 controls embedded into your CRM, you create a powerful combination of telephony and CRM that works better together. Let your agents click-to-dial from your CRM desktop. Leverage the power of Five9 while maximizing your existing investments, which increases agent productivity, enhances the user experience, and gives your organization a competitive advantage.

Learn More About CRM Software

Integrate with Salesforce

Find out more about how the powerful combination of Salesforce and Five9 Contact Center systems work better together, making your agents more productive whether they are working in Sales Cloud, Service Cloud, or Lightning, while giving your business a competitive edge.

Integrate with Oracle

Five9 provides a pre-packaged adapter to Oracle Service Cloud to deliver a unified, contact centre solution in the cloud. See how this integration can improve agent productivity and enhance manager insight.

Integrate with Zendesk

Solve customer issues quickly and offer relevant information at the right time by empowering your agents with the Five9 Integration for Zendesk. See how this integration is the perfect complement to the Zendesk workspace.

Integrate with Microsoft

Five9 provides a pre-built integration to Microsoft Dynamics CRM so agents can solve customer issues quickly in their familiar environment. See how this integration can improve agent experience and leads to happier customers.