Click to Call CTI for CRM

Click to Call CTI for CRM插件简介

Click to Call CTI for CRM插件描述

Click to Call, also known as Click2Call,  Click to Dial allows a person to click an object to request an immediate connection  typically via phone call.

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

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

Salesfce integration, as well as caller identification in Zoho, Freshdesk, Zendesk  other applications is available outofthebox. If your CRM integration is not available today, please let us know.

With Click to Call CTI f 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  converted into clickable links, ready f Click2Call (Click to Call).

■ Use Click to Call while you wk using your CRM

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

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

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

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

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

■ Choose one of the popular CRMs Salesfce, Zoho, Zendesk, Freshdesk  others

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

■ Wk with multiple CRMs  sources of contacts at the same time

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

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

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

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

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

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

Visit https://thirdlane.com f me infmation about Thirdlane.


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Change Log:


0.0.1
Initial version

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

1.0.3
Fixed configuration screen, added Spanish language suppt

1.0.4
Added click2call  phone number lookup f Salesfce

1.0.5
Fixed telephony channel subscription

1.0.6
Min bug fixes

1.0.7
Telephony SDK update

1.0.9
Suppt f Unicode

1.0.10
Added click to call  phone number lookup f Freshdesk

1.0.11
Improved Freshdesk suppt

1.0.14
Added click to call  phone number lookup f Smart Advocate

1.0.19
Added click to call  phone number lookup f Zoho CRM

1.1.2
Added click to call  phone number lookup f Pipedrive CRM

2.0.1
Maj refacting

2.0.11
Salesfce lookup bug fix

2.1.10
Fixes to Smart Advocate suppt

2.1.12
Added click to call  phone number lookup f Zendesk

2.2.2
Telephony API changes

2.2.20
Internal messaging ce bug fix

2.3.2
Update to suppt new Google security policy
Fixes f display of data entered by the user

3.0.3
Fix f excessive CPU utilization, maj perfmance improvements

3.0.4
Context menu bug fix

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Click to Call CTI for CRM插件离线安装方法

1.首先用户点击谷歌浏览器右上角的自定义及控制按钮，在下拉框中选择设置。

2.在打开的谷歌浏览器的扩展管理器最左侧选择扩展程序或直接输入：chrome://extensions/

3.找到自己已经下载好的Chrome离线安装文件xxx.crx，然后将其从资源管理器中拖动到Chrome的扩展管理界面中，这时候用户会发现在扩展管理器的中央部分中会多出一个”拖动以安装“的插件按钮。

4.下载 Click to Call CTI for CRMChrome插件v3.0.6版本到本地。

5.勾选开发者模式，点击加载已解压的扩展程序，将文件夹选择即可安装插件。

注意：最新版本的chrome浏览器直接拖放安装时会出现“程序包无效CRX-HEADER-INVALID”的报错信息，参照这篇文章即可解决