Use Salesforce CRM Integration

The integration with Salesforce CRM supports various features for your business dealings, bringing great convenience and efficiency. This topic shows the usage of the key features.

Click to Call

Prerequisites
Install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client with the Chrome extension.
Procedure
Users can click on any detected phone numbers on the Salesforce CRM web page, a call is then sent out directly via the associated PBX extension.

Call Popup

Prerequisites
Keep the Linkus Web Client logged in.
Note: If you close web browser or Linkus Web Client tab, you can NOT receive calls. To avoid this, you can install Chrome extension 'Yeastar Linkus for Google', which allows you to receive a call pop-up window even when web browser is closed.
Procedure
When the Salesforce CRM user receives an inbound call from contacts, a new browser tab will be launched to show the CRM contact's information.

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

Call Journal

After the Salesforce CRM integration, all outbound calls, incoming calls, and missed call records will be logged to CRM automatically, which helps users to keep track of every conversation.

Users can log in to the Salesforce CRM, go to the Activity tab in a contact detail page to view the call logs.

Contact Synchronization

Inbound calls from Salesforce contacts trigger a CRM contact lookup to be synchronized to a PBX phonebook, and the synchronized contacts are read-only.

After synchronization, the caller name is automatically shown on your phone or Linkus Clients when receiving the call.

For more information, see Set up Contact Synchronization with Salesforce CRM.

Automatic Contact Creation

A new contact or lead will be created automatically in CRM when the Salesforce user receives a call from an unknown number, or when the user makes a call to an unknown number.

For more information, see Set up Automatic Lead or Contact Creation for Salesforce CRM.