When you receive an incoming call to your Sipcentric extension this plug-in will search through all of your clients in WorkflowMax and, if it finds a match, immediately display a notification with a button to open that client’s record.
Why we created this extension
While screen popping with many cloud-based CRMs is achievable out of the box with our regular Sipcentric for Google Chrome™ extension, integration with WorkflowMax in this way was not possible due to the lack of a defined search URL for querying contacts. The platform does, however, have a very good API – so by popular demand, we created a new Chrome extension for the purpose of enabling this functionality specifically for users of the WorkflowMax product.
The extension integrates with both the WorkflowMax API and our own streaming API, listening for incoming call notifications and then searching WorkflowMax to identify if the caller’s number matches any of your clients’ numbers. If a match is found, a notification will be displayed with a button to open that client’s record directly in WorkflowMax.