---
title: "Get started with 8x8 Work for 1CRM"
slug: "get-started-with-8x8-work-for-1crm"
updated: 2026-07-23T10:07:21Z
published: 2026-07-23T10:07:21Z
canonical: "help.8x8.com/get-started-with-8x8-work-for-1crm"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with 8x8 Work for 1CRM

Once you have access to **8x8 Work for 1CRM**, go through the following steps to get started:

- [Gather your credentials](/documentation/docs/get-started-with-8x8-work-for-1crm#gather-your-credentials)
- [Add the Chrome extension](/documentation/docs/get-started-with-8x8-work-for-1crm#add-the-chrome-extension)
- [Log in to the integration](/documentation/docs/get-started-with-8x8-work-for-1crm#log-in-to-the-integration)
- [Ensure the integration is activated](/documentation/docs/get-started-with-8x8-work-for-1crm#ensure-the-integration-is-activated)
- [Tour the interface](/documentation/docs/get-started-with-8x8-work-for-1crm#tour-the-interface)
- [Access records](/documentation/docs/get-started-with-8x8-work-for-1crm#access-records)

## Gather your credentials

In order to use **8x8 Work for 1CRM** supports the following objects in **8x8 Work for 1CRM**, you need:

- Login access to a **8x8 Work for 1CRM** account.
- Login access to an **8x8 Work** extension.

**8x8 Work for 1CRM** is dependent on your **8x8 Work** extension also being logged in to either on your desktop or a mobile device.

## Integration enablement for administrators

> [!NOTE]
> Note:
> 
> Before agents can use the 8x8 integration, a **8x8 Work for 1CRM** administrator must enable both the **8x8 Work for 1CRM** API and access to the 8x8 API Client.

1. From the **8x8 Work for 1CRM** application screen, click **admin** and select **Administration** from the drop-down menu.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestro-enable-1.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
2. From the **Reports & Settings** tab, scroll down to the **API and OAuth Settings** section.
3. Select the **API and OAuth Settings** option.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestro-enable-2.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
4. Move the **Enable 1CRM API** slider to the right to enable API access for the service in general. If it is already enabled, leave it as is.
5. Click **Save**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestro-enable-3.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
6. Return to the **API and OAuth Settings** section on the **Reports & Settings** tab.
7. Select the **API Clients** option.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestro-enable-4.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
8. From the **API - Browse Al**l screen, select the **8x8** option.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestro-enable-5.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
9. From the **API Clients - 8x8** screen, click **Edit**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestro-enable-6.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
10. Move the **Enabled** slider to the right to enable users to authorize the 8x8 integration and click **Save**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/maestro-enable-7.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)

The agent can now add the Chrome extension.

## Add the Chrome extension

As an agent, you must add a Google Chrome extension for integration with 8x8.

**To add the 8x8 Integration Chrome extension:**

1. Open the Chrome web store.
2. Search for <8x8> in the Chrome web store. [**8x8 Virtual Office for Integrations**](https://chromewebstore.google.com/detail/8x8-virtual-office-for-in/ofmkcokdnmjmnhfnbjecafgppgadljnh) appears in the list.
3. Click **Add to Chrome**.
4. Click **Add Extension** to confirm.
5. In the Chrome browser, click the **More** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-more-chrome_18x18(6).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)icon and go to **More Tools > Extensions**. **8x8 Integrations** now shows up, and is enabled by default.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/add-chrome-extension(7).gif?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)

## Log in to the integration

**Single Sign-On** is not supported for **8x8 Work for 1CRM**; log in to the integration using individual system sign-on.

**To log in to the integration:**

1. Log in to your **8x8 Work for 1CRM** account.
2. In the bottom-right corner of your home screen, click the **8x8 integration** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-integration_32x18(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D) icon. The application Advanced screen launches in a floating browser window. The authentication 8x8 application permissions screen also displays.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/8x8-login-permission.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
3. Click **Allow**. The **8x8 Work for 1CRM** Home Dashboard screen displays.
4. At the prompt, enter your user ID and password to log in to **8x8 Work for 1CRM**. Consult your supervisor for credentials
5. In the **Setup** screen in the floating window browser, select **Virtual Office** (also known as **8x8 Work**) from the upper right-hand corner drop-down menu. The **Advanced** setup screen appears the first time you log in and after clearing your browser cache. You can access it under **Settings > Advanced tab**.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Advanced settings.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)

## Ensure the integration is activated

In order for your integration to function, ensure that the integration is connected with **8x8 Work for 1CRM** via your settings. The integration is enabled by default.

**To activate the integration:**

1. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_18x18(19).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D) icon in your integration panel.
2. Go to **Integrations > 1CRM > Connect**. If connected successfully, you see a message summary.
3. Click **X** to return to the main screen of the integration. Your integration is now active.

## Tour the interface

The **8x8 Work for 1CRM** interface consists of a navigation menu with the following menu items.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/tour-the-interface(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/tour-the-interface-call-log(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)

- **VO** tab: Access the primary features of the integration.
  - **Phone** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-phone_18x18(4).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D) Access your dial pad and view your active calls.
  - **Call Log** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-call-log_18x18(7).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D): Access all historic inbound and outbound calls to the extension. From here, you can also access notes that you have created for each of your calls in **8x8 Work for 1CRM**.
  - **Records** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-contacts_18x18(8).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D) : Access records from **8x8 Work for 1CRM** and contacts from the **8x8 Work** contact directory.
  - **More**![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-more_18x18(15).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D): Click to access the option to log out of the app.
- **Search** tab: Assign records to active calls with unknown numbers or numbers that have multiple record matches. Wildcard search is supported.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Search.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)
- **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_18x18(21).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D): Customize your app settings.
  - **Integrations > 1CRM**: Manage your **8x8 Work for 1CRM** integration settings for call logging.
    - **Auto Call Log**: Enable this option to automatically generate a log for all phone calls, chat interactions, and voicemails. A call log includes information about the time a call was initiated, terminated, duration and more. This option is enabled by default.
    - **Account:** Enable this option so that a call is searched for an existing Account. This option is enabled by default.
    - **Contact**: Enable this option so that a call is searched for an existing contact record. This option is enabled by default.
    - **Lead**: Enable this option so that a call is searched for an existing lead record. This option is disabled by default.
  - **Locale**: Specify your locale.
  - **About**: View details on your user extension and the app.

## Access records

From the **Records** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-contacts_18x18(9).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D) tab, browse or search for records from your contact directory and/or **8x8 Work for 1CRM** to make calls. Simply hover over the desired record, and click the Call ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-call_thumb_0_125(3).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A28Z&se=2026-11-03T22%3A52%3A28Z&sr=c&sp=r&sig=Rj7wosAEySzFYIHFapXYkG2g%2FzzrwdL5eVNUTc3mXVI%3D)icon.