Integrator - CRM Integration

Veracity Integrator is a program that enables CRM integration with BroadWorks. This enables features like Click-to-Dial and Screen Pops to connect calls and associate contacts to a CRM.

BroadWorks Integration Setup

Integrator DB (not Lite) works with the following CRM solutions but there are more integrations possible.

System Requirements:

System Requirements:

  • Windows 7+ or macOS X
  • Google Chrome or Mozilla Firefox
  • License Type - Integrator DB or Integrator Lite (Lite only has click-to-dial)

Download:

Download for Windows Download for macOS 

Installation

After downloading the application to your computer. Follow the installation steps for your operating system below. Please be aware, in order to use the software a paid license is required for the user.

macOS

Drag the Integrator App to the Applications folder

After downloading the DMG, mount the disk by double clicking it or selecting it from your downloads stack (on your dock). Drag the Go Integrator icon into the applications folder to add it. Then launch integrator from the Applications folder. If you receive an error you may need to right-click the application and select Open.

Dock Bubble Icon Menu Bar Icon

After installation, Integrator should launch automatically. If not, launch it manually. Integrator will show up in the dock as a round bubble. Originally it will be gray, once you're set up and signed in, it will show colors based on your presence status. The Integrator status bubble will also be displayed in the menu bar at the top of your display.

Windows

Windows Setup.exe

Open the installation EXE file to begin installation. If prompted to allow the app to make changes to your device, click Yes.

Windows Setup WelcomeWindows Setup Complete

On the Setup Welcome Screen, click Next to continue. Then read and accept the user license agreement. Wait for the installation to complete, then click Finish.

System Tray Icon More icons

After installation, Integrator should launch automatically. If not, launch it manually. Integrator will show up in the system tray on your taskbar when it's running. Originally it will be gray, once you're set up and signed in, it will show colors based on your presence status. If you have multiple tray items, you will need to expand the tray using the carrot-shaped (^) icon.


Setting Up Veracity Go Integrator

After installing and launching the application, it's time to complete setup.

BroadWorks Integration Setup

PC Telephony Setup macOS telephony setup

Before using Integrator a you must have a Veracity user with the appropriate license. Please contact our support team if you need a user and/or license. On Windows, right-click the Integrator tray icon and select "Configuration." On macOS click the Integrator icon in the dock, then choose Go Integrator > Preferences from the menu bar.

You will need to enter the Veracity username (followed by "@voice.broadweave.net") and password. Then click save.

Salesforce Integration Setup

 

To use Salesforce, open the Preferences (macOS) or Configuration (PC) window on your computer and click "(Add new)" under IntegrationsOn Windows, right-click the Integrator tray icon and select "Configuration." On macOS click the Integrator icon in the dock, then choose Go Integrator > Preferences from the menu bar.

In the Username field, type the Salesforce username or email address. Type the password in the Password field. On Windows, type the security token right after the password (no spaces). On macOS type the security token in the Security token field. Click Save.

Security Token on Windows

The Windows version of Integrator does not have a Security Token field. This token is still required. When entering the password, add the security token to the end of it. For example. If your password is 123Pass and your security token is 456Token you would type 123Pass456Token into the password field.