Salesforce Integration

[Stuart Barton]

Can anybody help? I'm trying to integrate 3CX with Salesforce, I've successfully linked the two together but I'm having an issue trying to get the Screen Popping working correctly using a custom URL, I would like to configure the 2 systems so when a call is received from a number that is not in Salesforce then a new contact window is opened with the number pre-entered and if a call is received from a number that is in Salesforce then the contact details are opened.

Both Pop ups should be after the call is answered.

 

[edossantos]

You need to configure the Web Client > Settings > Integration > Automatically open Contact URL when CRM Integration is Enabled. You can't use the Custom URL, in that case you will not use the Contact URL retrieved from the CRM.

The integration works as follows:
1) It searches the caller's number in Salesforce, if found the contact is added to 3CX contacts.
2) If the number can't be found, a new contact is created in Salesforce (if you enabled this feature in 3CX settings), and then added to 3CX contacts.

In any case, you will get a contact added to 3CX Contacts, and the Web Client will launch the URL of that contact. If this is an existing contact, you will see the details. If this is a new contact, you will see the default name, so you can edit it.

This popup happens when the call rings, not when it's answered.

 

[dhaerle]

If you are looking for a full Salesforce integration for Sales and Service cloud, including call distribution based on Salesforce data and linking Audio File recordings, check https://www.mirage-systems.de. The Salesforce integration supports Windows SoftPhone, Web Client and mobile APP.