Creating a Case in SalesForce Cases with incoming call

[Simon Cundall]

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.

 

[edossantos]

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.