Yeastar Custom CRM Integration
Overview
Yeastar P-Series Cloud Edition supports integration with a CRM via API, which allows your CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. If your desired CRM is not listed among the ready-made integrations provided by Yeastar, you can create a custom CRM integration template to connect the Yeastar P-Series Cloud Edition with a CRM that supports REST API.
Detailed integration setup documentation is available here: Custom CRM Integration Guide Overview (Yeastar)
Requirements
| Item | Requirement |
|---|---|
| PBX Server: Firmware | Version 84.21.0.66 or later |
| PBX Server: Plan | Enterprise Plan (EP) or Ultimate Plan (UP) |
| CRM System | Supports REST API |
Key Features
The integration of Yeastar P-Series Cloud Edition with a custom CRM via API provides the following key features.
Note: The availability of the features (excluding the 'click to call' feature) depends on the capability of the CRM and your template settings.
| Feature | Description |
|---|---|
| Click to Call | Users can launch calls by a single click on the detected numbers from CRM via Yeastar Linkus Web Client. This feature requires users to install the 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension. |
| Call Popup | Automatically bring up the contact's profile on the web browser when users (with their Linkus Web Client or Linkus Desktop Client logged in) receive / answer an inbound call from a CRM contact, or finish a call with a CRM contact. In addition, users are able to manually open the contact's profile from the call window during a call with a CRM contact. |
| Contact Synchronization | Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from, or initiating outbound calls to, CRM contacts. |
| Lead or Contact Creation | A new lead or contact can be created automatically in CRM for unknown inbound calls or outbound calls. |
| Call Journal | All the call activities get logged automatically to CRM when a user ends calls with CRM contacts. |
| Call Recording Playback | CRM users can see and play recordings stored in the PBX from the corresponding call log in the CRM interface. |
