Improved CRM Integration for 8x8 Contact Center

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Overview

8x8 is working to improve the user integration interface with enhanced functionality, to bring the latest advancements in the 8x8 Contact Center for specific CRM applications. In this article, we provide a catalog of the changes that you'll see in the improved interface compared to previous versions.

Online documentation for these integrations is available via the links, below.

8x8 customers using the following Contact Center integrations have been migrated to use the improved interface, and no action is required for them:

  • Salesforce

  • Microsoft Dynamics

  • NetSuite

  • Zendesk

  • Zoho (as of July 8, 2025)

  • Hubspot (as of July 8, 2025)

  • Freshdesk (migration expected end of July, 2026)

  • SugarCRM (migration expected end of July, 2026)

  • ServiceNow (migration expected end of July, 2026)

Applies To

  • 8x8 Contact Center

  • Agent Workspace

  • Integrations

  • Zoho

  • Hubspot

  • Freshdesk

  • SugarCRM

  • ServiceNow

What is Changing?

The tab menu component has been redacted in the new version.

Previous version

New version

  

Settings

Settings that were previously located in the gear icon menus have been moved. To access these settings in the new version:

  1. Click on the drop-down arrow at the top.

  2. Click Work Offline.

  3. Then click My profile.

  4. In the popup window, click on the tabs at the top to locate all of the settings that were available in the old interface.

Note:

When you see a Save button in any particular section, you'll be required to click it to permanently apply any changes made within that section. As usual, changes to any settings that do not have a Save button are automatically applied.

Searching for CRM records

The process for matching CRM records is radically improved.

Before the user answers an offered interaction, the 8x8 integration will indicate that it is searching for CRM records.

Toaster Notification Collapsed

Toaster Notification Expanded

If the user answers an offered interaction before the CRM search has been completed, the user interface will indicate that a record search is being performed.

CRM Matching

The interface will display different visual cues for scenarios where there are no matching records, a single exact match, and multiple matches. This includes the number of matching records found.

No Match

Single Match

Multiple Matches

CRM Search & Linking Interactions

When single or multiple matches are indicated, clicking the avatar provides a display of those matching records.

Within each interaction, the user can also search for other CRM records, and link the interaction to the required record.

New version

Testing for ServiceNow

If testing prior to upgrade, we advise making changes within a sandbox environment.

Once tested, we advise making changes to your live environment before the upgrade date. This is not mandatory.

  1. Open the OpenFrame Configurations page within ServiceNow.

  2. Click on the 8x8 Integration OpenFrame Configuration.

  3. Click the Lock icon to unlock entry into the URL field.

  4. Update the URL: https://cloud8.8x8.com/<wbr>mashell/public/servicenow.<wbr>html?companel=vcc&integration=<wbr>I3&instanceUrl=<Domain URL of your ServiceNow instance>&vccDomain=<VCC domain URL>&env=servicenow&nextGen=<wbr>true

  5. Make sure to add your own <Domain URL of your ServiceNow instance.> For example, the following URL would be used for the ServiceNow instance <https://dev72734.service-now.<wbr>com>:

  6. Click Submit to finish your integration configuration.

Completed Migrations

The following CRMs have been fully enabled to use the latest versions of the 8x8 Contact Center integration. No new action is required for them:

  • Salesforce

  • Microsoft Dynamics

  • NetSuite

  • Zendesk

  • Zoho

  • Hubspot

Online Documentation

Links to all online help guides for CRM integrations and more are available here: