Integrations

Connect your helpdesks, CRMs, e-commerce platforms, and automation tools from the integrations settings.

Connect your helpdesks, CRMs, e-commerce platforms, and automation tools from the integrations settings. Conversations, handoffs, and customer data stay in sync across systems.

Pick the integration you want to connect below and follow its setup guide.

Ticketing & CRMs

Zendesk

Ticket creation and handoff through Sunshine Conversations or the Zendesk API.

HubSpot

Unified ticketing and live chat handoff in HubSpot.

Intercom

Conversation sync and handoff into your Intercom inbox.

Gorgias

AI replies and ticket handoff into your Gorgias helpdesk.

Salesforce

Case management and chat handoff in Salesforce.

Creatio

Case creation and workflow automation in Creatio.

E-commerce & Automation

Shopify

Order lookup, product search, and customer metadata enrichment.

FareHarbor

Tour and activity booking, availability checks, and payment links.

Jira

Turn customer conversations and AI recommendations into Jira issues.

Zapier

Trigger zaps and run actions from OpenCX events.

How Integrations Work

Connect from the dashboard

Each integration is configured in Settings > Integrations. Select the integration, follow the connection steps, and OpenCX handles the rest.

Two-way sync

Conversations and customer data flow between OpenCX and the connected platform. When the AI hands off, your agents see full context in their existing tool.

Per-integration configuration

Each integration has its own settings for handoff behavior, field mapping, and sync preferences. See the individual setup guides for details.

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Related Documentation

Build Agents

Configure your AI agent’s knowledge and behavior.

Agent Training

Connect knowledge sources like Zendesk articles, Notion, and more.

Autopilot & Topics

Control which conversations the AI handles per channel.

Human Handoff

AI-to-human escalation across all channels.