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
- Log in to PBX web portal, go to .
- On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
- In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from Salesforce CRM.
- 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.
- Click Save.
Result
On , 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 Cloud Edition automatically.Note: This is a one-way sync to Yeastar P-Series Cloud Edition,
therefore the associated phonebook and the synced contacts are
read-only.