QQ Catalyst Integration Guide
We are an ORANGE PARTNER with Vertafore to bring you one of the most comprehensive management system integrations on the market.
Important note: In order for integrations with QQ Catalyst to work, your agency admin will need to email firstname.lastname@example.org to obtain your agency’s Client ID & Client Secret. These are needed to set up your integration.
Watch this video for instructions on how to set up your QQ Catalyst integration for your Agency
Watch this video for instructions on how to set up your QQ Catalyst integration for an Individual User
What can this integration do?
- Call Pop (aka Screen Pop) — A client’s file opens when that client calls in.
- Save text messages, chats, and more into QQ Catalyst without having to copy paste.
Watch these videos for some insight into the QQ Catalyst integration