HaloCRM Guides

Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX.

After recent changes by 3CX the below methods only work on Pro and Ent (Professional and Enterprise) versions of 3CX

Method 1 - Web Client (Pro and Enterprise versions only) 

This should be set up in the 3CX web application for connecting with the Halo Web App. 

The Open Contact URL would be https:// followed by your Halo Web App URL followed by the /call?inboundactive=true&callerid=%CallerNumber% as seen in the below screenshot. 

Method 2 - Using the CRM Template for 3CX (Pro and Enterprise versions only, 3CX v20+) - https://www.3cx.com/blog/releases/crm-template-generator-pbx/ 

This method shows a contact card when a call is incoming and uses the Halo API to get the caller's information to display a link to open the call screen

An example XML for this is attached, please log in to the self-service portal to view the attachment. The below screenshot shows the parts of the XML you will need to change:

Login Redirect URL

https://YOUR3CXURL/api/oauth2crm is the login redirect URL you will need to set up when you add the application using the Authorisation code option

The scope of the API Application can be set to "All":

The whitelisted url should be your 3cx url: https://your3cxurl/

Method 3 - Desktop softphone client (Pro and Enterprise versions only):

Open the desktop client 

After a recent change made by 3CX, the 3CX Softphone Windows Desktop app downloaded from the Windows App Store now only accepts a link to an executable when receiving a phone call. You can therefore create a bat script that can be run to open your browser of choice with the Halo call link. Please find an example below:

You can then specify a link in the new 3CX app:

You may also find that it is possible to use the full URL as an argument in the 3CX desktop client, meaning you can have:

Path to executable: C:\Program Files\Google\Chrome\Application\chrome.exe (for example; replace with browser of your choice)

Parameters to Send: https://myurl.halopsa.com/call?inboundactive=true&callerid=%CallerNumber%

This then calls the browser with the correct URL, without needing to create or launch and ‘external’ application or bat file.