extension allowing calls to Screen-Pop in a CRM tool and Click-to-Call from the CRM tool.
For users of the wildix telephone system, this extension allows the user to integrate their CRM tool.
The functionalities include the following:
- Screen-Pop where an incoming call will generate a Chrome notification and when the user clicks on the notification it will open a contact record directly in the CRM tool.
- If not contact found, then there is the option to create a new record in the CRM tool
- If multiple records found, then it will allow for the user to select the relevant contact before opening that contact in the CRM tool
- Click-to-Call functionality from the CRM tool to initiate calls to the contact
You can Follow the below Step By Step procedure to install the SoftTrain Cloud CRM Integrator Chrome Extension to your Chrome Web browser.
It is the SoftTrain Cloud CRM Integrator Chrome extension download link you can download and install Chrome Browser.
Tags: Extension Allows , Telephone System , New Record , Open Contact Record , Clicktocall Functionality , Screen Pop , Functionalities Include , Multiple Records , Generate Chrome Notification , Chrome Notification , Relevant Contact , Initiate Calls , Crm Tool ,
OneCloud CRM Integration
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