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
-
- Third-party application:
- Web-based.
- Support to provide a URL that can identify callers via Caller ID and Caller ID Name.
- Third-party application:
Procedure
- Log in to Linkus Web Client, go to .
- Turn on the option Popup URL.
- 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.
- Click Save.