Set up Contact Synchronization from Salesforce CRM

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

  4. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synchronized from Salesforce CRM.
    Note: The contacts can only be synchronized to an empty phonebook.

  5. Click Save.

Result

On Contacts > Phonebooks, the associated phonebook comes with a label of .

When users receive an inbound call from a specified type of Salesforce CRM contact, the contact information will be synchronized to the associated phonebook in Yeastar P-Series PBX System automatically.
Note: This is a one-way sync to Yeastar P-Series PBX System, therefore the associated phonebook and the synced contacts are read-only.
Troubleshooting: Why does the PBX create a new contact on an inbound call when the contact already exists in Salesforce CRM?