Integrations Guide

Five9 is a service that automatically places phone calls to leads in your Five9 Domain (also known as an account).

In-bound or out-bound calls can be handled by Five9, but knowing the direction of the phone traffic isn't necessary for use with SecurityTrax.

Specifically, the SecurityTrax integration with Five9 enables leads created in SecurityTrax to be pushed into your Five9 Domain.

To enable and customize the settings for your integration between SecurityTrax and Five9, follow the steps below:

Add Domain

Five9 Integration

Leads Integration

If the Enabled checkbox is checked then leads created in SecurityTrax will automatically be pushed to the identified Five9 Domain(s).

At Risk Integration

If enabled checkbox is checked then Customers in SecurityTrax marked as 'At Risk' will be pushed to the identified Five9 Domain(s) as 'At Risk'.