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One Talk Side View Business App Integration Administrator Guide

    Integrating with Google Workspace

    Google Workspace, formerly known as G Suite, is a collection of cloud computing, productivity and collaboration tools, software and products developed and marketed by Google.

    The following Google Workspace features can be integrated with One Talk Side View:

    • Email
    • Calendar
    • Contacts

    Setting up the Google Workspace Integration

    One Talk Side View must be added as a "trusted" app in your Google Workspace account. The following applies to all Google Workspace business plans. Personal Gmail accounts are not supported.

    1. Sign into the Google Workspace Admin Console (admin.google.com) as the account administrator.

    2. Navigate to Security > API Controls. Under "App access control," select Manage Third-Party App Access.

    3. Under the "Apps" tab, select Configure new app > OAuth App Name or Client ID.

    4. Enter the One Talk Side View Client ID (shown below), click Search.

      One Talk Side View - Client ID:
      17722630550-9ss1rpi85hl5eigof8btqqdhuls0mjkg.apps.googleusercontent.com

      Then select One Talk Side View from the search results.

    5. Click the box next to the "OAuth Client ID", click Select.

    6. Under "App access," select Trusted: Can access all Google services, click Configure.

    7. One Talk Side View is now setup for your account. Users can sign into their Google Workspace account from the app.

    Signing into the Google Workspace integration

    After choosing Google Workspace in the list of Business Integrations from One Talk Side View, and pressing the Connect button, users will be redirected to the Google Workspace login page.



    Once users fill in their Google account credentials, the integration between One Talk Side View and Google Workspace is enabled.

    Note: Google account owners must ensure third-party logins are not restricted.

    Integrating with Microsoft 365

    Microsoft 365, formerly known as Office 365, is a collection of cloud computing, productivity and collaboration tools, software and products developed and marketed by Microsoft.

    The following Microsoft 365 (Office 365) features can be integrated with One Talk Side View:

    • Email
    • Calendar
    • Contacts

    Setting up the Microsoft 365 Integration

    One Talk Side View requires users to log into their Microsoft account and provide consent for Side View to access their data. Follow these steps to enable users to provide consent:

    1. Sign into the Microsoft 365 Admin Console.
    2. Go to Settings > Org Settings > User consent to apps.
    3. Check the box Let users provide consent when apps request access to your organization's data on their behalf.

    Signing into the Microsoft 365 integration

    After choosing Microsoft 365 (Office 365) in the list of Business Integrations from One Talk Side View, and pressing the Connect button, users will be redirected to the Microsoft login page.



    Once users fill in their Microsoft account credentials, the integration between One Talk Side View and Microsoft 365 is enabled.

    Note: Microsoft account owners must ensure third-party logins are not restricted.

    Integrating with HubSpot CRM

    HubSpot’s CRM platform offers enterprise software for marketing, sales, customer service, content management, and operations.

    The following HubSpot features can be integrated with One Talk Side View:

    • Opportunities (Deals in HubSpot)
    • Cases (Tickets in HubSpot)
    • Contacts

    Note: HubSpot does not have Lead as a separate object. Leads are supported as lifecycle stages for contacts.

    Signing into the HubSpot CRM integration

    After choosing HubSpot CRM in the list of Business Integrations from One Talk Side View, and pressing the Connect button, users will be redirected to the HubSpot CRM login page.



    Once you fill in your HubSpot CRM credentials, you need to choose which account to use (Note: you cannot use a developer account):



    Once users fill in their HubSpot account credentials and select the account, the integration between One Talk Side View and HubSpot is enabled.

    Requirements
    All HubSpot CRM editions supported.

    Integrating with Microsoft Dynamics 365

    Microsoft Dynamics 365, formerly known as Microsoft Dynamics CRM, is a customer relationship management (CRM) solution developed by Microsoft.

    The following Microsoft Dynamics 365 features can be integrated with One Talk Side View:

    • Opportunities
    • Leads
    • Cases
    • Contacts

    Signing into the Microsoft 365 integration

    After choosing Microsoft Dynamics 365 (MS Dynamics) in the list of Business Integrations from One Talk Side View, and pressing the Connect button, users will be redirected to the Microsoft Dynamics CRM login page.



    Users will first be required to enter the URL of their company's Microsoft Dynamics 365 instance on the sign in screen before providing their credentials. This URL can be obtained from the Microsoft Dynamics 365 administrator.

    Once users enter the URL and fill in their Microsoft account credentials, the integration between One Talk Side View and Microsoft Dynamics 365 is enabled.

    Requirements
    Microsoft Dynamics 365 version 9 and above.

    Integrating with Salesforce

    Salesforce provides cloud based customer relationship management (CRM) services and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

    The following Salesforce features can be integrated with One Talk Side View:

    • Opportunities
    • Leads
    • Cases
    • Contacts

    Setting up the Salesforce Integration

    One Talk Side View requires certain Salesforce object fields to be enabled (or visible) at the organization level to support the integration. Some fields may not be enabled by default, and other fields may have been modified after the account was initially set up. Users will see an error in the app when attempting to access their Salesforce data if the fields (see Table 1) are not enabled.



    Follow these steps to enable the required fields and ensure that the integration functions correctly:

    1. Sign into the Salesforce admin console. In the Setup section (left menu navigation), select Object Manager under the Objects and Fields menu.


    2. On the Object Manager page, select each object (see Table 1). Follow steps 3-5 below for all the objects in the table.


    3. Navigate to Fields & Relationships on the selected object page.


    4. Select each field for the object (see Table 1) and hit Set Field-Level Security.


    5. On the Field-Level Security page, check the box under the "Visible" column for each user profile that you wish to enable with the integration. Alternatively, you can check the box at the top of the column to make the field visible across all profiles in your organization.


    Table 1: Salesforce objects and fields used by the Side View integration

    Objects Fields
    Contact
    • Email
    • Mobile
    • Phone
    Leads
    • Email
    • Mobile
    • Phone
    Opportunities
    • Account Name
    Cases
    • Contact Email
    • Contact Phone
    • Contact Mobile
    Event
    • Related To
    • Event Subtype
    Task
    • Name
    • Task Subtype

    Signing into the Salesforce integration

    After choosing Salesforce in the list of Business Integrations from One Talk Side View, and pressing the Connect button, users will be redirected to the Salesforce login page.



    Once users fill in their Salesforce account credentials, the integration between One Talk Side View and Salesforce is enabled.

    Requirements
    Professional Edition (with API Access), Enterprise Edition, Unlimited Edition and Performance Edition.

    Please ensure the edition your company is using supports "API Access." Professional Edition supports API Access as an optional add on feature. Group and Essential Editions do not support API Access.

    Integrating with Sugar CRM

    Sugar CRM provides cloud based customer relationship management (CRM) services, including sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.

    The following Sugar CRM features can be integrated with One Talk Side View:

    • Opportunities
    • Leads
    • Cases
    • Contacts

    Signing into the Sugar CRM integration

    After choosing Sugar CRM in the list of Business Integrations from One Talk Side View, and pressing the Connect button, users will be redirected to the Sugar CRM login page.



    Users will be required to enter the URL of their company's Sugar CRM instance on the sign in page. This URL is the same URL used to sign into the Sugar CRM app and can be obtained from the company's Sugar CRM administrator.

    Custom client credentials (optional) can be used to add an extra layer of security. Client credentials are created by the Sugar CRM administrator. Users should leave these fields blank unless their administrator provides them with custom client credentials.

    Platform ID (required) is used to advertise the client platform requesting the login with the company’s Sugar CRM instance. Each platform connecting to Sugar CRM uses a unique platform ID. One Talk Side View uses a default platform ID of verizonsideviewintegration which is prefilled in the login screen. Sugar CRM administrators need to create a platform ID for One Talk Side View to allow their users to sign in (see next section on how to create platform IDs). Users should leave this field alone (e.g. leave it set as verizonsideviewintegration) unless their administrator provides them with a different platform ID.

    Once users enter the URL, and fill in their Sugar CRM account credentials, the integration between One Talk Side View and Sugar CRM is enabled.

    Creating Platform ID in Sugar CRM (Admins only)

    Sugar CRM administrators need to add verizonsideviewintegration as a Platform ID in the Sugar CRM admin console to allow One Talk Side View users to connect.

    1. Navigate to the "Admin" panel from the user profile drop down in the right-hand corner of the Sugar CRM console.

    2. In the "Developer Tools Section", choose Configure API Platforms.

    3. Type in verizonsideviewintegration in the blank field at the bottom to add a new platform ID. Click Add, then click Save.

    4. The integration is set up. Sugar CRM will accept logins from One Talk Side View.

    Disable "Validate user IP address" (Admins)

    Sugar CRM administrators need to disable the "Validate user IP address" setting to allow One Talk Side View users to connect from any device. Using VPNs and switching between Wi-Fi and wireless connections from mobile devices may change the user's IP addresses and thus cause users to be logged out when this setting is enabled. Please note that this setting is typically disabled by default.

    1. Navigate to the "Admin" panel from the user profile drop down in the right-hand corner of the Sugar CRM console.

    2. Under "System", select System Settings.

    3. In the "Advanced" section, make sure that "Validate user IP address" is NOT selected.

    Requirements
    Sugar v7.x and above. Supported REST API Version: V10.

    Integrating with ZoHo CRM

    Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.

    The following ZoHo features can be integrated with One Talk Side View:

    • Opportunities (Deals in ZoHo)
    • Leads
    • Cases
    • Contacts

    Signing into the ZoHo CRM integration

    After choosing ZoHo CRM in the list of Business Integrations from One Talk Side View, and pressing the Connect button, users will be redirected to the ZoHo CRM login page.



    Once users fill in their ZoHo account credentials, the integration between One Talk Side View and ZoHo is enabled.

    Requirements
    All ZoHo CRM editions supported. However, the Cases object is not supported in the Free and Standard editions, and will not be presented in One Talk Side View.

    Managing integrations in One Talk Portal

    One Talk administrators can manage One Talk Side View integrations in the One Talk portal.

    Login to the One Talk portal (My Business) and navigate to the line you wish to manage. The "Integrations" tab displays the available integrations on the line. The "Basic integrations" and "Premium integrations" features can be enabled / disabled (as a category) by switching the corresponding toggle to "On" or "Off".

    Please note, enabling "Premium integrations" results in additional line charges. Each business integration within a category can be enabled / disabled individually by switching the corresponding toggle to "On" or "Off".

    Changes made in the portal will be reflected in One Talk Side View app on the user's device.