Click to Call CTI for CRM

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Click to Call dialing from web pages, integration with any softphone, screen pops in Salesforce and other CRMsClick to Call, also known as Click2Call, or Click to Dial allows a person to click an object to request an immediate connection - typically via phone call.

Click to Call CTI for CRM extension by Thirdlane converts phone numbers on web pages into clickable links to allow quick dialing and integrates with various CRMs and Service Desk applications.

Salesforce and other CRM integration is what makes this extension different from other Click to Call extensions. Click to Call CTI for CRM extension supports caller identification (screen pops) and allows to enter call notes in Salesforce and other popular CRM and Help Desk applications.

Salesforce integration, as well as caller identification in Zoho, Freshdesk, Zendesk and other applications is available out-of-the-box. If your CRM integration is not available today, please let us know.

With Click to Call CTI for CRM extension you can:

■ Save precious time with Click2Call ( Click to Call ) on any web page

Phone numbers in any web pages (except blacklisted) are highlighted and converted into clickable links, ready for Click2Call (Click to Call).

■ Use Click to Call while you work using your CRM

Login into your web based CRM, and Click to Call CTI for CRM extension will find callers or contacts on active calls and display contact or lead information (screen pop).

■ Use Click to Call CTI for CRM integration extension with or without other Thirdlane products

Click to Call CTI for CRM extension works best when used with Thirdlane PBX or Thirdlane Multi Tenant PBX, and alongside the desktop version of Thirdlane Connect. When used with Thirdlane PBXs it can also work with your desk or mobile phone. For simple Click2Call (Click to Call) without CRM integration you can use this extension with any desktop softphone that works with your telephony server.

■ Add click to call capability screen pops and voice using Thirdlane platform, add video calls and conferencing and messaging with Thirdlane Connect

Login into your CRM and Click to Call CTI for CRM extension and Thirdlane platform will find callers or contacts and display CRM data in your browser. Use Thirdlane Connect for messaging, voice and video.

■ Choose one of the popular CRMs- Salesforce, Zoho, Zendesk, Freshdesk and others

If you tell us about your CRM and we will be happy to add it to Click to Call CTI for CRM extension

■ Work with multiple CRMs and sources of contacts at the same time

You can enable click to call and do phone number lookup in multiple CRMs and applications, not just a single CRM.

■ Easily add call notes to CRM

You can add call notes for all the incoming and outgoing calls
■ Use your own custom contact sources for dialing and caller lookup

You can specify an additional URL (i.e. custom directory, or web based service) to be used for phone number lookup and screen pops. This URL will be used when CRM is not specified or CRM lookup fails.

Example : http://www.whitepages.com/phone/${PHONE}

■ Combine Click to Call CTI for CRM extension with Thirdlane Connect

This way you can use Click to Call CTI for CRM extension for Click2Call ( Click to Call ) and Thirdlane Connect for voice and video calls, instant messaging, voice and video conferencing, and CRM integration.

Visit https://thirdlane.com for more information about Thirdlane.


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Change Log:


0.0.1
Initial version

1.0.2
Full refactoring.
Added Thirdlane Telephony SDK, new popups(config, dialer), new settings page, additional lookup url

1.0.3
Fixed configuration screen, added Spanish language support

1.0.4
Added click2-call and phone number lookup for Salesforce

1.0.5
Fixed telephony channel subscription

1.0.6
Minor bug fixes

1.0.7
Telephony SDK update

1.0.9
Support for Unicode

1.0.10
Added click to call and phone number lookup for Freshdesk

1.0.11
Improved Freshdesk support

1.0.14
Added click to call and phone number lookup for Smart Advocate

1.0.19
Added click to call and phone number lookup for Zoho CRM

1.1.2
Added click to call and phone number lookup for Pipedrive CRM

2.0.1
Major refactoring

2.0.11
Salesforce lookup bug fix

2.1.10
Fixes to Smart Advocate support

2.1.12
Added click to call and phone number lookup for Zendesk

2.2.2
Telephony API changes

2.2.20
Internal messaging core bug fix

2.3.2
Update to support new Google security policy
Fixes for display of data entered by the user

3.0.3
Fix for excessive CPU utilization, major performance improvements

3.0.4
Context menu bug fix

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