Disconnect Salesforce CRM Integration

If you want to integrate with another CRM account, you need to disconnect the current CRM integration first.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. Click Integrate with Another CRM in the top-right corner.

  3. Click OK in the pop-up window.

Result

  • The Salesforce CRM integration is disconnected.
  • All the CRM integration settings are cleared.
  • The synchronized phonebook and contacts are retained on the PBX and can be edited now.