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Integration Guides
This topic provides a list of devices and software which were tested and proven to be interoperable with the Yeastar P-Series Cloud Edition.
CRM Integration
Salesforce CRM
Set up Salesforce CRM Integration
Set up Call Journal to Salesforce CRM
After the integration, you can set up call journal to automatically log all the call activities to Salesforce CRM when an associated user ends calls with CRM contacts.

Set up Call Journal to Salesforce CRM

After the integration, you can set up call journal to automatically log all the call activities to Salesforce CRM when an associated user ends calls with CRM contacts.

Prerequisites

The Salesforce CRM integration is completed.

Procedure

Log in to PBX web portal, go to Integrations > CRM.
On the CRM integration page, turn on Call Journal.
Configure the following call log information according to your needs.
- Subject: The subject of the call log.
- Description: The description of the call log.
Note: The contents can be composed of variables. For the supported variables, see XML Descriptions for Integration Template - Call Journal Scenario Variables.
Click Save.

Result

When the associated users ends a call with a CRM contact, the PBX will automatically synchronize the call log to CRM with the pre-defined subject and description.