Automatically Open Contact URL on Incoming Calls

Yeastar provides a lightweight integration with a third-party application (such as CRM system, ERP system, etc.) to achieve call popup via custom popup URL. You can set the Linkus to automatically pop up a web page displaying contact details when your extension receives an incoming call, or manually open the contact details page during a call as needed.

Requirements

Item Requirement
PBX Server Version 84.21.0.16 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 > Call Popup.
  2. Select the checkbox of Open Contact URL Using Custom Popup URL.
  3. Set up third-party integration via Popup URL.
    Setting Description
    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
    • .{{.DIDNumber}}: DID Number (only for inbound calls)
    • .{{.DIDName}}: DID Name (only for inbound calls)
    • .{{.StartTime}}: Call initiation time

    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.
    Popup Method Decide the method of call popup.
    • Automatically popup: If you want the Linkus Web Client to automatically open the contact details page, do as follows.

      1. Select Automatically (Only for Incoming Calls).
      2. In the Trigger Event drop-down list, 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.
    • Manually popup: If you want to manually open the contact's URL during a call, select Manually.
  4. Click Save.

Result

  • If automatic call popup is configured, when your extension receives a call, a browser webpage automatically pops up based on the specified call-related events, displaying relevant customer information.
  • If manual call popup is configured, you can click the CRM label on the call window to manually open the contact's details page during a call.

Important: For the first-time use, you need to allow pop-ups and redirection in the web browser, or the pop-up screen can NOT be opened automatically.