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 Integrations > CRM.
On the CRM integration page, turn on 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.
On the Always Query CRM option, decide whether to search contacts in the CRM real-time.
- If enabled, PBX will query CRM in real time for contact information, and support real-time dial search for CRM contacts in the Linkus clients of the associated extension users.
- If disabled, PBX will only query CRM when there is no matching information found in the PBX company contacts.
  Note:
  - Enabling this feature will increase API usage, so make sure to monitor your quota accordingly.
  - The real-time search is not supported when masked number is enabled.
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, or place an outbound call to the contact, PBX will search for the contact's information, and automatically synchronize the matched contact's information from the CRM to the associated phonebook in Yeastar P-Series Cloud Edition.

Note: This is a one-way sync to Yeastar P-Series Cloud Edition, 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?