Suite CRM Integration
Supported in Softphone.Pro 5.11 and newer.
Use this guide to set up integration between Softphone.Pro and Suite CRM. You can receive customer data from SuiteCRM and display it in Softphone.Pro.
To make outbound calls via Softphone.Pro from Suite CRM, use the Google Chrome browser extension.
1. How to configure Softphone.Pro and Suite CRM integration
Before proceeding make sure that your CRM is configured per this guide. If needed, contact your Suite CRM administrator.
1.1. Log into Suite CRM as an admin, click your profile, and go to Admin:
1.2. Under Users & Authentication, open OAuth2 Clients and Tokens:
1.3. Click Oauth Clients - New Password Client:
1.4. Configure token parameters:
- Name: Enter Softphone.Pro;
- Change secret: Enter any text (e.g., secret) and save it for later use.
1.5. Click Save:
1.6. Copy the ID field for later use:
1.7. Obtain your CRM server address (e.g., https://example.suitecrm.com) from your Suite CRM admin.
1.8. Open Softphone.Pro settings (e.g., press Ctrl-S) and go to Integration - Suite CRM:
1.9. Enter integration details:
- Server: Enter the CRM address from step 1.7;
- Client id: Paste the ID copied in step 1.6;
- Secret: Enter the code from step 1.4;
- Login: Enter your CRM username (used in step 1.1);
- Password: Enter your CRM password (used in step 1.1).
1.10. Click Enable:
1.11. If credentials are correct, the status will change to Account enabled:
1.12. Click Save.
2. Obtain Suite CRM Customer Data in Softphone.Pro
2.1. During inbound/outbound calls, softphone looks up client number in Suite CRM (in Contacts, Accounts, and Leads).
Successful search requires an exact number match.
If found, customer details appear in the incoming call pop-up window. Click the client's name to open related Suite CRM page:
2.2. Data from Suite CRM also appears in Active Calls window. Click client's name name to open Suite CRM:
2.3. You can also see an info about the Contact from Suite CRM in the Call Log:
