Account Owners & System Admins
Platform roles required to view and manage system settings.
To review or modify CRM iFrame Settings, navigate to the System Settings screen.
Navigate to Menu > Settings
Configure CRM iFrame Settings
Gravity enables customers to embed an iframe of their Customer Relationship Management (CRM) or internal tools directly into Twilio Flex.
To embed your CRM using an iframe, enter your CRM details:
- Provide the URL to your CRM in the "Link to CRM" field
- Use the toggle to enable using the CRM iframe
- Click the "Save" button to apply the changes
Note: Many CRMs block the ability to use an iframe to embed their solutions into other applications. We recommend using this feature only if you have a custom CRM solution or using HubSpot.