Set up Third-party Integration for Call Popup

Yeastar Popup URL allows a lightweight integration with a third-party application (such as CRM system, ERP system, etc.) to achieve call popup. When your extension receive a call, the PBX calls the URL of the third-party application and retrieves relevant customer data to display on the pop-up web page.

Restrictions and requirements

Restrictions
The feature only works when your Linkus Web Client is logged in.
Requirements
  • PBX server: Contact system administrator to check if the version is 37.4.0.17 or later.
  • Third-party application:
    • Web-based.
    • Support to provide a URL that can identify callers via Caller ID and Caller ID Name.

Procedure

  1. Log in to Linkus Web Client, go to Preferences > Features.
  2. Turn on the option Popup URL.
  3. Set up third-party integration via Popup URL.
    Table 1.
    Settings Descriptions
    Popup URL Enter the third-party URL, followed by the variables that you want to pass.
    Supported variables:
    • .{{.CallerNumber}}: Incoming Caller ID.
    • .{{.CallerDisplayName}}: Incoming Caller ID Name.

    Take Solve360 CRM as an example: https://web/solve.360.com/{{.CallerNumber}}&{{.CallerDisplayName}}
    Communication Type

    Select which types of calls will trigger the call pops.

    • Inbound: Inbound calls from external users.
    • Internal: Internal calls from colleagues.
    Trigger Event

    Set when the call popup will be automatically triggered.

    • Ringing: An incoming call reaches.
    • Answered: An incoming call is answered.
    • Call End: An incoming call is ended.
  4. Click Save.

Result

When an incoming call reaches your extension, a pop-up screen automatically appears in your web browser and displays relevant customer data.
Important: For the first-time use, you need to allow pop-ups and redirection from Linkus Web Client, or the pop-up screen can NOT be opened automatically.