Setting Up Your Integrations: Checklist Overview

Marielle Woods

December 02, 2020 16:24
Updated

Setting Up Your Integrations: Checklist Overview

Now that you have added your initial users, the next step before inviting the rest of your organization to Chorus is to configure your integrations.

First off, you’ll want to sync your CRM. We currently integrate with Salesforce and Hubspot.

After that, if your company uses a Dialer (such as Outreach, RingCentral, Salesloft etc) to make business calls, we highly recommend syncing your Dialer with Chorus. This will allow us to pull in you Dialer calls for analysis, easy call review and coaching.
Note: Integration with all dialers requires Salesforce as your CRM.

Then if your organization uses Zoom, we recommend installing the Native Zoom Integration for streamlined recording with better audio / video quality and ultra-compliant call recording.

Finally, if your organization uses Okta for single-sign on, your Okta Admin can provision Chorus for Okta.

Once completed, you’ll want to configure your Organization Settings in Chorus, followed by adding your users and teams.

All done here? Proceed to the next steps:

Integrating With Your CRM Checklist
Install the Native Zoom Package for a better video conference and recording experience (if applicable)
Provision Chorus for Okta (if applicable)
Set your organization settings (required)*
Invite your users and assign to teams (required)*
Send new users instructions to log in (recommended)
Customize Chorus for your organization with trackers, coaching initiatives, saved views / dashboards, and playlists

Additional Resources

Supported screen share providers
Email us at support@chorus.ai

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