Leverage existing data. Match, relate and filter standard or custom records and fields. Seamlessly.
Application integration targets leveraging existing data: matching records and fields with phone numbers, to support in-context screen-pops and analytics, on one hand; and finding phone numbers from names, to support directory lookups, on the other.
Tuning matches, relating records, extracting fields and supporting the underlying technologies is the job of the application connectors. Configured from scratch or used along with pre-existing application kits, they support most existing applications.
|Sugar 7||Match Leads, Accounts and Contacts. Find related Opportunities or Cases. Users/Employees in directory. Navigate anywhere. Pre-fill creation forms. Click-to-call. Use other existing/custom modules and fields.|
SuiteCRM and VTiger
|Match Leads, Accounts and Contacts. Find related Opportunities or Cases. Users/Employees in directory. Navigate anywhere. Pre-fill creation forms. Click-to-call. Use other existing/custom modules and fields.|
|Microsoft Dynamics CRM||Match Leads, Accounts and Contacts. Find related Opportunities or Cases. Navigate to any page and pre-fill record creation forms. Click-to-call. Extend to other existing/custom entities and fields.|
|Salesforce||Match Leads, Accounts and Contacts. Find related Opportunities or Cases. Navigate to any page and pre-fill record creation forms. Click-to-call. Extend to other existing/custom entities and fields.|
|Zendesk||Match End-Users or Agents with Tickets they requested, collaborate in or are associated to, in any form. Quickly browse through any combination of fields: standard or custom. Navigate directly to any ticket. Zendesk App included with Click-to-call support.|
|Odoo||Match Persons and Companies, Customers and Suppliers. Find related Sales or Purchase Orders, CRM Opportunities and more. Navigate to any page. Click-to-call requires Odoo add-on. Extend to other existing/custom apps and fields.|
|Redmine||Integrate with RedmineCRM matching Accounts and Contacts. Find related Projects and Issues. Navigate to any page. Customize at will.|
|SAP||Match partners and relate to any other entity. Navigate to and execute any transaction. Click-to-call. Requires SAP customization and consultancy.|
|PHC||Match Clients, Suppliers and Entities. Relate to Dossiers Internos, Contas Correntes and PATs. Click-to-call requires UI customization. Extend to other existing/custom tables and fields.|
- All application kits support open ended customization including, but not restricted to, using any other existing/custom record types or fields, adjusting which fields contain phone numbers to match and how flexible/strict such matching should be and much more.
- Application kits include a sample set of fully customizatble server rules and templates to get solutions started quickly.
- Most application kits support both cloud-based and on-premises integration depending, naturally, on the type of application.
More Application Kits
Simplifying the integration with a growing number of applications is the reason Promptar was created. Among the application kits we'll be working on you'll find Desk.com, ERPNext, Freshdesk, OpenBravo, Zoho CRM, Zoho Help Desk and Zurmo.
Not seeing the applications you use here? Running custom developed code? Read on.
Integrating Promptar with applications for which no application kit is available can be easily done in one of the following scenarios.
If your application is built on top of a relational database, URC is your solution. With this connector Promptar can query your SQL database, match and relate records and extract any appropriate columns. With support for Oracle, Microsoft SQL Server, PostgreSQL, MySQL, SQLite and others, via ODBC, URC handles the wide majority of existing database systems.
HTTP based interfaces
If your application supports an HTTP based API, the REST connector is your solution. With this connector Promptar can produce and process a wide range of HTTP requests and responses; not only appropriate for REST-like interfaces, but also handling XML-RPC, SOAP and similar technologies with JSON or XML payloads.
Whichever the case, configuring and modeling the Promptar application connector from scratch is an open ended integration channel that empowers you to fine tune the integration down to very specific details.