Hi,
We have a paid VitalPBX subscription, which includes all modules. But despite the fact that we have successfully connected “Callback URL” in the Salesforce CRM integration module, the softphone is not pop up in the Salesforce CRM.
An extension number was assigned to user, and all user synchronized in the Salesforce CRM integration module.
After I made a test incoming call, the contact was automatically created in CRM, so some part of the integration is working.
What do we need to do to have softphone pop up in salesforce CRM? Please advice.
The only softphone integrated with this is the “VitXi WebRTC”
If you are using a third-party softphone pop-ups won’t magically work!
The CRM integration allows you to maintain a call log with call recordings (currently only for Zoho CRM) in your CRM, but it does not state that it will automatically generate pop-ups for any softphone.
Here’s the description provided in the add-ons module.
Thank you, @miguel, for the clarification.
Could you provide example URLs with parameters and values for Salesforce and Zoho CRM integration in VitXi WebRTC Agent profile? Additional, if there is a detailed instruction guide, please share the link. The current documentation at https://wiki.vitalpbx.com/wiki/vitxi/agent-profiles/ lacks sufficient information on this topic.
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