Link your CRM to Persona Connect with our Integrator Client!
Subscription Required
CRM Integrations is an enhanced feature and required licensing. Please reach out to support@allegiantnow.com or 913.599.6900 to get this setup.
Network Requirements for the Integrator Client
Before installing the Integrator Client, please ensure your firewall or security policies allow access to the following domains and ports. These connections are critical for licensing, updates, integration features, and softphone controls.
| Service | Port | Description | Usage |
|---|---|---|---|
| discovery.cti-host.com | TCP 443 | Client branding/parameter lookup | Mandatory |
| resource.cti-host.com | TCP 443 | Client branding/parameter download | Mandatory |
| licensing.cti-host.com | TCP 443 | Licensing server | Mandatory |
| auth.cti-host.com | TCP 443 | Admin portal (future use) | Planned |
| events.cti-host.com | TCP 443 | Admin portal (future use) | Planned |
| setup.cti-host.com | TCP 443 | Admin portal (future use) | Planned |
| gointegrator.com | TCP 443 | Online client configuration guide | Depends on Provider |
| crm.helpcti.com | TCP 443 | Online Integration configuration guides | Mandatory |
| addinunlock.cti-host.com | TCP 443 | Unlocking of Controlled integrations | Mandatory |
| addinunlock.mondago.com | TCP 443 | Unlocking of Controlled integrations | Mandatory |
| in.appcenter.ms | TCP 443 | Analytics | Recommended |
| Service Provider defined | TCP 443 | Proactive upgrade notification | Depends on Provider |
| Service Provider server (HTTPS) | TCP 443 | Telephone system API used by client | Mandatory |
| Service Provider NS NODE | TCP 8001 | Depends on Provider | |
| localhost.mondago.net | TCP 10443 | Client desktop API | Recommended |
| SIP Softphone Control | UDP 5060 | Embedded Softphone SIP control | Depends on Provider |
| SIP Softphone RTP | UDP 1000–6000, 30000–30099 | Embedded Softphone RTP | Depends on Provider |
Downloading & Installing the Client
- Download the most recent client from the website: https://nava.gointegrator.com/downloads/
- Install the client once downloaded (may require IT assistance)
- Use the access codes below during installation
| Windows | NMALLEG |
| Mac | NMALLEG-MAC |
Logging In
Login to the client with your Persona Connect Credentials. If Two Factor has been enabled on the account you will be prompted for your access code. Under Advanced, "Use Proxy" & "Ignore invalid certificates" should be selected unless otherwise specified.
Once logged in, click on the green or red icon in the taskbar to open the main menu. Then Click on Configuration to open the settings menu.
Settings
The Interface menu has a few settings that may need to be adjusted depending on your preferences.
Connected Hide Delay
The connected hide delay determines how long the caller preview window will stay open once a call is placed/answered. Infinite will always leave it up and is how most clients set this.
Automatic Startup
Enable this option to start automatically when you startup your computer.
Connecting a CRM
In the Configuration menu of the Integrator Client, select the (Add New) option under Integrations.
Select the CRM you wish to integrate with from the dropdown. Example: Zoho CRM.
You will see a list of supported features for the selected CRM integration.
Click Set to enable the integration.
Authorization
The CRM will require you to authorize with login credentials. These may differ from your Persona Connect credentials. If unsure, your CRM administrator can help. You may also click the Help button for CRM-specific instructions.
A login popup will appear similar to the below example.
Integration Settings
After authorization, review your integration settings:
- Create activity on call end: adds a CRM entry post-call.
- Allow manual creation: lets you log activity during a call.
Enable "Pop automatically on inbound" for call screen preview. Choose to pop when ringing or after connecting (recommended for ring-all groups).
Enabling Click to Call
To enable click-to-call from browser numbers:
- Open configuration menu → Dialing panel.
- Click Download under Dialing Helpers.
Install the Chrome Extension for phone number detection.
Right-click the blue phone icon in Chrome → Options → Match to screenshot below.
Click on a detected phone number → handset icon → select “always” to use Integrator Helper.