Set up Contact Synchronization with Salesforce CRM

After the integration with Salesforce CRM, you can enable a one-way contact synchronization on PBX to sync the Salesforce CRM Contacts to a PBX phonebook.

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, select the checkbox of Synchronize Contacts Automatically.
  3. In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from Salesforce CRM: Contacts, Leads, and Accounts.

  4. In the Synchronize to Phonebook drop-down list, select an empty phonebook or create a new phonebook.
    Note: The Contact can only be synchronized to an empty phonebook.

  5. Click Save.

Result

  • The associated phonebook comes with a label of "CRM", and there are no synchronized contacts in the phonebook yet.

    This is a one-way sync to Yeastar P-Series PBX System, so you cannot add, edit, or delete the synchronized contact information on the PBX.

  • Only when users receive an inbound call from a Salesforce CRM contact will the matched contact information be synchronized to the Phonebook in Yeastar P-Series PBX System automatically.
  • After the CRM contact is synchronized to PBX, users can get the caller name on their Linkus Clients or IP phones when receiving the call and be more prepared to answer the call.
    Note: To achieve this feature, you need to enable the phonebook viewing permission for extension users. For more information about the permission configurations, see Set up Contact Visibility and Allow Users to Query Contacts on IP Phones.