First, log in to the ShareCRM administrator account and the JustCall administrator account.

Note: The hardware and backend configuration on the JustCall side must be completed before proceeding with the following steps.

1. Initializing the Call Center in ShareCRM

Call Center plugin configuration path: Admin > Business Plugin Management > Call Center

• After tenant initialization is complete, the following changes will occur:
  ① A new Role named Call Center Agent will be added under Admin > Role Permission Management > Business Function Permissions > Role Permission Settings.
  ② A new Lookup Relationship field named Call Logs will be added under the Work Order object.
  ③ Two new default objects, Call Logs and Telemarketing Records, will be created in the CRM.

2. Binding Service Provider Configuration in ShareCRM

In ShareCRM, select JustCall and click Save. The system will automatically generate a secretKey.
Note: If you regenerate the secretKey, you must also update the enterprise key on the JustCall side.

• Completing the configuration means the CRM system and the call center vendor are successfully integrated. The next step is user integration.

3. Account Binding in ShareCRM

User integration involves binding CRM and call center users, enabling them to access both systems. The binding process is as follows:
① Select a ShareCRM employee (the employee must be assigned the Call Center Agent Role).
② Enter the third-party agent ID (retrieved from JustCall under Agent > User > ID).

After saving, the details will appear as follows:
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4. Business Settings

You can configure agent settings in the ShareCRM backend, including:
① Pop-up List Configuration: When a phone number matches multiple Accounts or Contacts, a list will display.
② Custom Pop-up Field Identification: Specify which fields to use for caller identification and set pop-up priority.
③ Quick Create Pop-up: If an incoming call doesn’t match any existing records, the system will display quick-create options based on your configuration.
④ Temporary Data Permissions: Grant agents temporary access to business data.

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5. One-Click Dialing

When agents need to make outbound calls directly from the CRM, configure the following settings in ShareCRM:

5.1 Default Outbound Objects

The system presets Account, Leads, and Contact as outbound objects. To enable dialing for these objects:
- 5.1.1: Add a custom button with the API name button_e_call_out__c to each object.
- 5.1.2: Configure the dialing fields in Outbound Settings, as shown below.

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5.2 Custom Outbound Objects

To enable dialing for other objects:
- 5.2.1: Add the object in Outbound Settings.
- 5.2.2: Configure the dialing fields (same as 5.1.2).

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Note: Adding outbound buttons consumes custom button quotas. If quotas are insufficient, manually add the button with the API name button_e_call_out__c after increasing the quota.

6. Configuring Pop-up and Call Log Push in JustCall

• Navigate to JustCall System Settings > Other Settings > Pop-up Settings > Outbound Pop-up Page.

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General Parameter Settings

① CRM Inbound Pop-up URL: https://open.fxiaoke.com/open/callcenter/jst/popupwindow/call
② Leave CRM Outbound Pop-up URL and Batch Dialing Pop-up URL blank.
③ Call Log Push URL: https://open.fxiaoke.com/open/callcenter/jst/hangup
④ Enterprise Key: The secretKey generated in ShareCRM.
⑤ Enterprise ID: The numeric EI from ShareCRM.
⑥ Public Access URL: Your enterprise’s exposed recording access address (e.g., http://192.168.1.51:80).

• After configuration, log out and back into JustCall to test.