--- title: "Get started with 8x8 Work for Agile CRM" slug: "get-started-with-8x8-work-for-agile-crm" updated: 2026-07-23T10:07:36Z published: 2026-07-23T10:07:36Z canonical: "help.8x8.com/get-started-with-8x8-work-for-agile-crm" --- > ## 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 Agile CRM Once you have access to **8x8 Work for Agile CRM**, go through the following steps to get started: - [Gather your credentials](/documentation/docs/get-started-with-8x8-work-for-agile-crm#gather-your-credentials) - [Add the Chrome extension](/documentation/docs/get-started-with-8x8-work-for-agile-crm#add-the-chrome-extension) - [Log in to the integration](/documentation/docs/get-started-with-8x8-work-for-agile-crm#log-in-to-the-integration) - [Ensure the integration is activated](/documentation/docs/get-started-with-8x8-work-for-agile-crm#ensure-the-integration-is-activated) - [Tour the interface](/documentation/docs/get-started-with-8x8-work-for-agile-crm#tour-the-interface) - [Access records](/documentation/docs/get-started-with-8x8-work-for-agile-crm#access-records) ## Gather your credentials In order to use **8x8 Work for Agile CRM** supports the following objects in **Agile CRM**, you need: - Login access to a **Agile CRM** account - Login access to an **8x8 Work** extension **8x8 Work for Agile CRM** is dependent on your **8x8 Work** extension also being logged in to either on your desktop or a mobile device. ## 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(8).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%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(8).gif?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) ## Log in to the integration **Single Sign-On** is not supported for **Agile CRM**; log in to the integration using individual system sign-on. **To log in to the integration:** 1. Log in to your **Agile CRM** account. 2. You need an API key to log in to the integration. Click the **8x8 integration** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-integration_32x18(3).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) icon. at the bottom right corner of the screen. Simultaneously, **Agile CRM** launches an **Agile CRM** authentication screen and the 8x8 application **Advanced** screen launches in a floating browser window. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(30).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) 3. In the **Agile CRM** authentication screen, enter your user email in the **User Email** field. 4. Enter an access key (received from your supervisor) in the **Access Key** field. 5. Click **Submit**. The **Agile CRMHome Dashboard** screen displays. 6. 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. 7. Click **Save**. The **Advanced** setup screen appears the first time you log in and after clearing your browser cache. You can access it under the **Settings > Advanced** tab. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Advanced screen.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) > [!NOTE] > Note: > > Multiple invalid login attempts may lock you out. ## Ensure the integration is activated In order for your integration to function, ensure that the integration is connected with **Agile CRM** 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/image(31).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) icon in your integration panel. 2. Go to **Integrations > Agilecrm > 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 Agile CRM** interface consists of a navigation menu with the following menu items. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(32).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(33).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%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(5).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%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(9).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%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 **Agile CRM**. - **Records** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-contacts_18x18(10).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) : Access records from **Agile CRM** and contacts from the **8x8 Work** contact directory. - **More**![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-more_18x18(16).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%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. Enter a minimum of four characters in the search field and a matching list of search results is displayed. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(34).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) - **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_18x18(22).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D): Customize your app settings. - **Integrations > Agilecrm**: Manage your **Agile CRM** 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. - **Contact:** Enable this option so that a call is searched for an existing Account. This option is enabled by default. - **Company**: Enable this option so that a call is searched for an existing contact record. This option is enabled by default. - **Deal**: 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(11).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) tab, browse or search for records from your contact directory and/or **Agile CRM** 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_18x18(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A08Z&se=2026-11-03T23%3A20%3A08Z&sr=c&sp=r&sig=tgp5m%2Bp%2FGvnHVzpBv9ZyZAWb1ifNVVts7ukBepXBgtc%3D) icon. > [!NOTE] > Note: > > Enter a minimum of 4 characters to search for a name or number.