# How to Integrate Operator Panel as Widget in CRM/ERP ConnectiveOne allows embedding the operator panel into CRM/ERP as a widget. This enables conducting dialogues with clients directly from the client card in CRM without leaving the system. --- ## When to Use This Integration? - You need to conduct dialogues with clients directly from CRM - You need to view dialogue history with the client in the CRM card - You need to initiate a new dialogue with the client from the CRM card - You need to see all dialogues with all clients without leaving CRM --- ## Prerequisites ### For Integration in Client/Deal Card - **Active CRM account** (email) that matches the active account in ConnectiveOne for each operator - Client phone number or other channel identifier pulled into the contact/deal/task card — used for client search ### For Full Operator Panel Functionality Integration - **Active CRM account** (email) that matches the active account in ConnectiveOne for each operator --- ## How Does It Work? A link with parameters for automatic authorization in ConnectiveOne is formed. This link is used as URL for forming an iframe widget. --- ## Integration in Client/Deal Card ### Link Parameters **Required parameters:** - `user` — email (login) under which authorization occurs - `redirect_module` — automatic redirect to the needed page (for example, `OperatorPanelChats` will redirect immediately to the Chats page) - `init_dialog` — client phone number - `init_dialog_bot_id` — bot ID through which correspondence will go - `init_dialog_channel` — channel through which correspondence will go - `login_key` — authorization key for autologin **Additional parameters:** - `hide_nav` — if you need to hide access to menu and Header - Language is passed as the first parameter `en`, `uk`, etc. **Example link:** ``` https://instancename.connectiveone.io/autologin?en&user=email&login_key=#somkeyhere&redirect_module=OperatorPanelChats&hide_nav=1&init_dialog=380123456789&init_dialog_channel=whatsapp&init_dialog_bot_id=1 ``` > 🚨 **Important:** Do not publicize these parameters and the link itself without extreme necessity. ### Creating Dialogue **Case 1: If dialogues with such client are found:** - The first dialogue from the found list is taken along with this dialogue's channel - Checked in Agent by Dialogue List if there is a chat with such Client - If such dialogue is found — Agent connects to this dialogue - If such dialogue is not found — a new dialogue is created with Agent connection to it **Case 2: If Client is not found:** - Using the `init_dialog_channel` parameter, check if Bots with such channel are connected in the System - If such Bots exist, create a New Dialogue and connect Agent to the dialogue > 👉 **Note:** If `init_dialog_bot_id` is not specified, the first BotID with the corresponding channel is taken. ### JS Script for Forming Widget To pass parameters from the client card and check the possibility of initiating dialogue, you will need JS (JavaScript) widget code. **Example for Zoho CRM:** ```javascript

``` > 📖 **Documentation:** For Zoho CRM, see [Widgets Overview | Online Help - Zoho CRM](https://www.zoho.com/crm/developer/docs/widgets/). ### Attribute Purpose - **src**: URL that points to the content source for `iframe` (URL with authorization parameters) - **name**: `iframe` name is set as "ConnectiveOne" - **id**: `iframe` identifier is set as "frame" - **frameBorder**: Removed `iframe` border for a cleaner look - **width** and **height**: `iframe` width is set to full page width (100%), and height is fixed at 700px --- ## Full Operator Panel Functionality Integration For full functionality integration, you only need to specify: - `user` — email (login) under which authorization occurs - `redirect_module` — automatic redirect to the needed page (for example, `OperatorPanelChats`) **Additional parameters:** - `hide_nav` — if you need to hide access to menu and Header - Language is passed as the first parameter `en`, `uk`, etc. **Example link:** ``` https://instancename.connectiveone.io/autologin?en&user=email&login_key=#somkeyhere&redirect_module=OperatorPanelChats&hide_nav=1 ``` > 🚨 **Important:** Do not publicize these parameters and the link itself without extreme necessity. --- ## Security - Links with authorization parameters should be protected - It is recommended to use HTTPS for all requests - `login_key` should be generated in a secure way - Do not share `login_key` in logs or public places --- ## Limitations - Operator email must match in CRM and ConnectiveOne - Client phone number is required to initiate dialogue - Iframe may have limitations due to CORS policy - Some CRMs may have limitations on iframe size --- ## Related Articles - [How to integrate operator panel as widget in Odoo CRM](/en/integrations/how-to/crm-erp/integrate-operator-panel-as-widget-odoo.md) - [How to integrate ConnectiveOne with Odoo CRM](/en/integrations/how-to/crm-erp/integrate-connectiveone-with-odoo-crm.md) - [Configure product name for Zoho CRM](/en/integrations/how-to/crm-erp/setup-zoho-crm-product-name.md) - [Zoho CRM Widgets Documentation](https://www.zoho.com/crm/developer/docs/widgets/) - [What are integrations](/en/integrations/explanation/what-are-integrations.md)