ChaseData CRM Sync

ChaseData CRM Sync

Update 2022.03.07: We've enabled support for phone number scanning on any page, not just the CRMs we currently integrate with! This means you will be able to click to dial any phone numbers detected on any page open in your browser! Update 2021.04.27: We have added the ability to initiate a conference/private conference directly from the browser! When a phone number is detected, you will have the ability to right click the number and select either Start Conference or Start Private Conference. Note: You must enable the "Detect Phone Numbers" option in the extension settings. ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ This extension will allow you to work within the Salesforce, Hubspot, Sugar or Zoho CRM directly (more CRMs will soon be supported!) while using the ChaseData Agent application in the background (minimized). The extension now supports phone number scanning. When enabled in the extension settings, any phone number detected on the page will become clickable and will display a ChaseData logo. Once clicked (left click), the phone number is automatically dialed by the ChaseData Agent application. If the phone number is right clicked, the number is copied to the phone pad without dialing. Make sure to enter the provided App token within the extension (done once), then click Sign in. Once done, log into the ChaseData Agent application and minimize it. That's it! Note: An active ChaseData account with an appropriate plan is required.