Set up Third-party Integration for Call Popup

Yeastar Popup URL allows a lightweight integration with a third-party application (such as CRM system, ERP system, etc.) to achieve call popup. When an extension receives a call, the PBX calls the URL of the third-party application and retrieves relevant customer data to display on the pop-up web page.

Restrictions and requirements

Restrictions

The feature only works when Linkus Web Client is logged in.

Requirements
  • PBX server: Version 37.4.0.17 or later.
  • Third-party application:
    • Web-based.
    • Support to provide a URL that can identify callers via Caller ID and Caller ID Name.

Procedure

Follow the instructions below to set up popup URL for extensions in bulk. You can also customize it for a specific extension.

  1. Log in to PBX management portal, go to Extension and Trunk > Extension.
  2. Select the checkboxes of the desired extensions, click Edit.
  3. Under the Features tab, select the checkbox of Bulk Edit and turn on the option Popup URL.

  4. Set up the third-party integration via Popup URL.
    Table 1.
    Settings Descriptions
    Popup URL Enter the third-party URL, followed by the variables that you want to pass.
    Supported variables:
    • .{{.CallerNumber}}: Incoming Caller ID.
    • .{{.CallerDisplayName}}: Incoming Caller ID Name.

    Take Solve360 CRM as an example: https://web/solve.360.com/{{.CallerNumber}}&{{.CallerDisplayName}}

    Communication Type

    Select which types of calls will trigger the call popup.

    • Inbound: Inbound calls from external users.
    • Internal: Internal calls from colleagues.
    Trigger Event

    Set when the call popup will be automatically triggered.

    • Ringing: An incoming call reaches.
    • Answered: An incoming call is answered.
    • Call End: An incoming call is ended.
  5. Click Save.

Result

When an incoming call reaches the extensions on Linkus Web Client, a pop-up screen automatically appears in the web browser and displays relevant customer data.
Important: For the first-time use, users need to allow pop-ups and redirection from Linkus Web Client, or the pop-up screen can NOT be opened automatically.