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. When your extension receives a call, a browser webpage will pop up automatically to display contact details.

Requirements

  • PBX server: Version 83.18.0.59 or later
  • Linkus Desktop Client: Version 1.10.2 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 Desktop 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.

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

    Select which types of calls will trigger the call popup.

    • 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 your extension receives an incoming call, a browser webpage automatically pops up based on the specified call-related events, displaying relevant customer information.
Important: For the first-time use, you need to allow pop-ups and redirection in your browser, or the pop-up screen can NOT be opened automatically.