• Chris McGonigal
  • NEWBIE
  • 0 Points
  • Member since 2020

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 1
    Replies
Hi, we've installed an Open CTI Integration app (Aircall) but would like to be able to screenpop an Account page based on the Dialled Number when it cannot identify the Caller.

Presumably we can somehow use the "Pop to flow" option in the Softphone Layout in Call Center, but there is nothing we can find that tells us how we can pull in any variables from the call into the Flow, so we can only create a "dumb" Screen Flow starting from zero. Ideally we want to:
- Grab the Dialled Number
- Do a Lookup on Accounts to find a Record with that Phone Number
- Screenpop that Account

Does anybody know how we can do this? Using Flow, or any other means?

Thanks!
Hi, we've installed an Open CTI Integration app (Aircall) but would like to be able to screenpop an Account page based on the Dialled Number when it cannot identify the Caller.

Presumably we can somehow use the "Pop to flow" option in the Softphone Layout in Call Center, but there is nothing we can find that tells us how we can pull in any variables from the call into the Flow, so we can only create a "dumb" Screen Flow starting from zero. Ideally we want to:
- Grab the Dialled Number
- Do a Lookup on Accounts to find a Record with that Phone Number
- Screenpop that Account

Does anybody know how we can do this? Using Flow, or any other means?

Thanks!