Softphone Connector

Let Lime CRM react on incoming phone calls and open the card for the person calling. Besides saving time, it enables you to take the appropriate action immediately, for example, write a note or create a new ticket.

Features

• Connects softphone services to Lime CRM.
• When answering an incoming call, Lime CRM is searched for matches on phone number:
  • Unique hit opens that card.
  • A list is shown if multiple hits.
  • No hits at all will route the user to the Global Search, to be able to find the caller through manual searching.
• Possible to search for matches in any Limetype with a phone number property.

Info

This documentation discusses everything specific to the Softphone Connector. Please read the Add-on's FAQ for more general questions about add-ons.