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Creating a Case in SalesForce Cases with incoming call

Discussion in 'CRM / Helpdesk / App Integration' started by Simon Cundall, Feb 8, 2018.

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  1. Simon Cundall

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    Hi everyone!

    Forgive my ignorance, my team had an idea today that I'd like to explore. We use SalesForce Cases for our client support and a big pain point for us is having to ask for the clients name and business so we can then create a case. Is there a way for an incoming call to create a case based on the incoming phone number?

    Any help would be great!

    Best,

    Simon

    P.S Also we are on SalesForce Classic.
     
  2. edossantos

    edossantos Support Team
    Staff Member 3CX Support

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    Hello @Simon Cundall,

    Please take a look at the following guide to create an integration to do what you need:
    https://www.3cx.com/docs/crm-integration/

    That will let you lookup for a contact number on incoming calls, and then you can launch another URL to create a case.

    Kind regards.
     
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