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SIP Dialer

The SIP Dialer integration enables SalesExec to launch a `sip:<number>` URI, which can be picked up by any registered softphone.

Source Type:
Telephony

Delivery Format:
SIP URI

Integration Type:
Click-to-Dial

Overview

The SIP Dialer integration enables SalesExec to launch a sip:<number> URI, which can be picked up by any registered softphone. A configurable prefix can be added to support outside-line or country codes, providing flexible click-to-dial functionality without requiring deep data synchronization.

How It Works

When a user clicks a phone number in SalesExec, the system generates a SIP URI using the configured prefix and the lead’s phone number. This URI is then launched, allowing any registered SIP softphone on the user’s device to pick up the call. This approach offers a simple, universal click-to-dial solution for organizations using SIP-based telephony systems.

Benefits
  • Universal Click-to-Dial: Works with any SIP-compliant softphone, providing broad compatibility.
  • Configurable Prefix: Easily add outside-line or country codes to support various dialing requirements.
  • No Deep Sync Required: Simple integration that does not require complex data synchronization.
  • Streamlined Calling: Initiate calls directly from SalesExec, saving time and reducing manual dialing errors.
Data Exchange
Inbound (SIP Dialer → SalesExec)

None

Outbound (SalesExec → SIP Dialer)

Action / Endpoint

Action / Endpoint Description
sip:{Prefix}+{Phone} Launches the SIP dialer URL with the specified prefix and phone number.

Integration Field

Field Description
Prefix Configurable prefix to prepend to the phone number (e.g., outside line or country code).

Lead Field Mapping

Lead Field Description
Phone Lead’s phone number to be dialed.

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