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How to Integrate Microsoft Teams with your CRM Solution

Connecting a telephony environment using Microsoft Teams with other software solutions can be a tricky task. Some vital interfaces for integration strategies are still waiting for their release.

We decided to take matters into our own hands and created the link|that PBX Connector. This new middleware allows you to seamlessly use Teams telephony and your CRM systems side-by-side. This enables you to have a complete call history and all customer data at your fingertip at all times.

Watch our short demo video to see the link|that Cube with the PBX Connector in action. We are using SAP Sales Cloud to show the different features.

Control your calls within CRM

The link|that Softphone allows you to:

  • Accept and place new calls
  • Look up your customers and contacts
  • Identify your customers when they call
  • Hold, resume and transfer your calls
  • See your call history, phone books and manage queues*

*Queue management is provided by the link|that PBX Connector and not a MS Teams feature.

Integrate your CRM solution

The link|that CUBE supports the market-leading vendors of cloud and on-premise CRM systems.

cti for salesforce sap zendesk and dynamics

Find out more

You can find out more about the link|that CUBE on our product page.

Feel free to write us at any time!

Harald Kerschhofer

Harald Kerschhofer

Harald was one of the first developers at LinkThat and has been producing creative content for and about our products since completing his media studies.

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