Set up Call Popup for Inbound Calls

After the integration with Salesforce CRM, a web browser tab displaying CRM contact's information will be automatically launched when a CRM user receives an inbound call from a CRM contact by default. You can also configure the call popup to be triggered when a call is answered or ended as needed.

Prerequisites

The Salesforce CRM integration is completed.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, do as follows:

    1. Select the checkbox of Call Popup.
    2. In the Trigger Event drop-down list, set when the call popup will be automatically triggered.
      • Ringing: A call popup will be triggered when a Salesforce user receives an inbound call from a CRM contact.
      • Answered: A call popup will be triggered when a Salesforce user answers an inbound call from a CRM contact.
      • Call End: A call popup will be triggered when a Salesforce user finishes a call with a CRM contact.
  3. Click Save.

Result

When the specified trigger event occurs on an inbound call from a CRM contact, a new browser tab will be launched to show the contact's information from the CRM.

Note: The pop-up web page might be blocked by the browser. In this case, users need to click on the blocked icon at the search bar, allow the pop-up window and website redirection, then click Done.