Obtain customer data from 3-rd party system

Supported in Softphone.Pro 3.2 and newer.

Softphone.Pro obtains customer data (name, company name, URL) from a 3-rd party system and displays it on incoming call notification window. You need to implement the web-service method that receives a Caller ID and returns customer data in JSON format:

{
	"crm_info": {
		"number": "NUMBER",
		"contact_name": "NAME",
		"company": "COMPANY",
		"contact_link": "LINK"
	}
}

number - customer's phone number,
contact_name - contact name,
company - company name,
contact_link - URL that Softphone.Pro user can click to view customer data in a web-browser.

How to configure Softphone.Pro to obtain customer data

1. Install the PHP script example

Download PHP script example

1.1. Extract PHP script file and copy it to your web-server's public folder.

2. Set up integration in Softphone.Pro

2.1. Open Integration - Third-party Systems:

2.2. Click Add Handler button:

2.3. Select Incoming call ring event in Event dropdown list:

2.4. Select your SIP account in SIP account dropdown list. You can leave the All option, then Softphone.Pro will execute this event handler for all SIP accounts defined in program settings.

2.5. Select Call a web service in Action dropdown list:

2.6. Enter the PHP example script URL in URL/Program field:

http://example.com/getcrminfo/getinfo.php?number=%NUMBER%

2.7. Click Save button to save changes.

2.8. Make a test incoming call to see the customer data on Softphone.Pro incoming call notification window:

Please note that example PHP script returns the same customer data regardless the Caller ID it receives.

See all articles