VoIP:3rd Party Integration
From VTX Public Wiki
VTX vPBX offers integration into several third-party systems. Customers wish to get contact information on incoming call and would like to do outgoing calls from their CRM As basis for integration into third-party products mostly Action URL and TAPI functions are required. Our Softclients support these functions with version > = 7.1
Softclients[edit | edit source]
Softclients are available for Microsoft Windows and MacOS operating system. Most of CRM using Microsoft Windows.
To setup Softclient refere to the configuration helper
- DesktopCommunicator
- DesktopOperator
- DesktopCTI
Install the Softclient Same setup guide for all Softphones
Registry of CALLTO and TEL protocol[edit | edit source]
The softclient in most of cases automatically registers itself during the installation for the CALLTO and TEL protocols. This configuration can change due to the installation of other software.
Example based on Microsoft Windows 10
- Open Windows Settings and open Default apps menu
- Search for your standard Browswer App
- Select Choose default apps by protocol
CALLTO
Serch for CALLTO and check or chage the default to the application DesktopControl Dialer
CALLTO protocol assigned to DesktopControl Dialer
TEL
Search for TEL and check or change the default to the application DesktopControl Dialer
TEL protocol assigned to DesktopControl Dialer
Set up hotkey[edit | edit source]
In order to enable an outgoing call from a third-party product, Softphones also offers a hotkey. By default it is set to Ctrl+F12 (Strg+F12) This function enables a marked number to be dialed via the Softclient. All characters that cannot be selected are automatically removed and the number normalized. It can get personalised to your needs
- open Settings / Keyboard
- search for "Dial selected number"
- choose your own setup
Set up Action URL[edit | edit source]
Open the Action URL settings in the Softclient and add the following setting:
- Call events => Incoming call
- Status => activated
- Scope => External calls
- Action type => Run application
- URL => <APPLICATION_URL> can be found in the respective CRM System chapters
Set up Standard Browser[edit | edit source]
For the integration into Softclients you need the file path of your standard web browser. This is referred to in the documentation with the placeholder <BROWSER>
If you want to initiate an outgoing call from the third-party applications using CALLTO or TEL protocol, configure the application according to "Registry of CALLTO and TEL protocol" The web browser will show a popup window for each call, which can get deactivated in most browsers
Depending on the operating system and installation path, the examples can be different from your installation Easiest way to find the right path is by rightclick on the application - Settings
Always allow the browser to open the app
Microsoft Edge[edit | edit source]
Example: <BROWSER> = "C:\Program Files (x86)\Microsoft\Edge\Application\msedge.exe"
Firefox[edit | edit source]
Example: <BROWSER> = “C:\Program Files\Mozilla Firefox\firefox.exe”
Chrom[edit | edit source]
Example: <BROWSER> = “C:\Program Files(x86)\Google\Chrome\Application\chrome.exe"
CRM Systems[edit | edit source]
HubSpot[edit | edit source]
There are currently 2 different types of inegration with HubSpot. First option with VTX Softphone directly, second option uses the third-party product from PhoneMondo
HubSpot & VTX Softphone[edit | edit source]
The following integration is possible for HubSpot with DesktopCommunicator/DesktopCTI/DesktopOperator
- Contact information for incoming calls
- Outgoing call from the application
Contact information[edit | edit source]
Add the following <APPLICATION_URL> into the URL field according to the chapter Set up Action URL :
<BROWSER> https://app.hubspot.com/contacts/<HUBSPOT_URL>/contacts/list/view/all/?globalSearchQuery=$call.remote_number&query=$call.remote_number
<BROWSER>: replace placeholder <BROWSER> with your browser used by follow chapter Set up Standard Browser
<HUBSPOT_URL>: replace placeholder <HUBSPOT_URL> with your personal HUBSPOT installation ID (i.g. 35276967)
Example of URL using Edge + ZOHO:
"C:\Program Files (x86)\Microsoft\Edge\Application\msedge.exe" https://app.hubspot.com/contacts/35276967/contacts/list/view/all/?globalSearchQuery=$call.remote_number&query=$call.remote_number
Outgoing calls[edit | edit source]
All numbers can be called via Softclient by clicking on the number
TEL prococol must be configured as described in chapter Registry of CALLTO and TEL protocol
HubSpot & PhoneMondo[edit | edit source]
If you like extensive integration with HubSpot you can use the PhoneMondo product in combination with the VTX Softclients.
 | PhoneMondo is a third-party product and VTX does not guarantee this function |
VTX vPBX offers the following integration with PhoneMondo:
- Read the following information
https://www.phonemondo.com/de/addons/hubspot/
Set up TAPI Line[edit | edit source]
For the function of PhoneMondo the local TAPI driver from the VTX Softphone is used for both, incoming and outgoing calls.
The TAPI line of the previously successfully installed Softclient must be connectd to PhoneMondeo. Proceed as followed:
- Login to PhoneMondo
- Open the Lines settings
- Select the Softclient (DesktopControl/DesktopOperator)
- Activate it
The Softclient TAPI is now successfully connected to PhoneMondo
Outgoing Calls[edit | edit source]
All numbers can be called via the Softclient by clicking on the icon
HubSpot and PhoneMondo using TEL protocol which must be configured as described in chapter Registry of CALLTO and TEL protocol
Twixtel[edit | edit source]
Twixtel is available in DE/FR/IT, no english version available. Latest Version 61 is from 2019.
TwixTel is not supported anymore and will not be updated anymore!
You risk to get wrong lookup of data
Tested and working with IP-phones (Yealink + Snom) using DesktopCTI (not tested with DC or DO only)
Configure TAPI in TwixTel[edit | edit source]
- Open TwixTel
- In Menu Option choose Setup Anruferkennung/Wählen
- In Telecommunication Setup Tab change Apparate-Typ to TAPI: DesktopControl
- Enter your Prefix (ex: 071)
- Click on Tapi button to activate the Tapi driver
- Afterwards test with Konfiguration Testen if the TAPI got successfully installed and the IP-phone/Softphone can be reached
- Confirm with OK
- Restart TwixTel
Configure Options of Anrufer Identifikation[edit | edit source]
- Start Anrufer Identifikation (Task bar)
- In Anrufer Identifikation go to menu Datei - Einstellungen
- Configure Länge der Liste der Anrufenden: 1000
- Activate ShowCall Symbol im Infobereich der Taskleiste (SysTray) zeigen
- Set value to minimize Caller-Window in Das Anruferkennungs-Fenster kann nach einem Anruf automatisch minimiert werden. Wählen Sie die Verzögerung aus der Liste aus: Nach 15 Sek. minimieren
- Confirm with OK
ZOHO[edit | edit source]
The following integration is possible for ZOHO with DesktopCommunicator/DesktopCTI/DesktopOperator
- Contact information for incoming calls
- Outgoing call from the application
Demo Video: Integrate ZOHO[edit | edit source]
Video showing setup to be able to use click-to-call and number lookup for ZOHO using DesktopControl with Action URL
|
|
Contact information[edit | edit source]
Add the following <APPLICATION_URL> into the URL field according to the chapter Set up Action URL :
<BROWSER> https://crm.zoho.eu/crm/<ZOHO_URL>/search?searchword=$call.remote_number
<BROWSER>: replace placeholder <BROWSER> with your browser used by follow chapter Set up Standard Browser
<ZOHO_URL>: replace placeholder <ZOHO_URL> with your personal ZOHO installation ID (which can be found in the URL of your browser when opening ZOHO CRM, i.g. org12345678900)
Example of URL using Edge + ZOHO:
"C:\Program Files (x86)\Microsoft\Edge\Application\msedge.exe" https://crm.zoho.eu/crm/org12345678900/search?searchword=$call.remote_number
Outgoing calls[edit | edit source]
All numbers can be called via the Softclient by clicking on the green icon
CALLTO prococol must be configured as described in chapter Registry of CALLTO and TEL protocol