Software integration

Windows app hooks

Open your local ERP or CRM with the caller’s profile the moment the phone rings.

Windows app hooks let the Voxbi desktop app for Windows communicate with other software on your computer at the moment a call arrives. The most common use is a screen pop: when your phone rings, Voxbi triggers your local business software and passes it the caller's number, so the application can open the right client record, ticket, or profile without you having to search for it. The reverse also works: other Windows applications can instruct Voxbi to start a call, so dialling from your business software does not require switching to a separate phone interface.

This is the kind of connection that used to require a dedicated computer telephony integration project. With the Voxbi Windows app it is built in, and it works with local business software that supports being triggered by an external event or link.

When you'd use Windows app hooks

  • A customer support team whose agents use a locally installed helpdesk or ERP, and where every second spent searching for a caller's record during the call is a second the customer is waiting.

  • A sales team with a Windows-based CRM, where having the account open automatically as a call connects means the conversation can start with context, not a search.

  • Any Windows user who wants outbound calls to start from inside their business software, rather than manually switching to the Voxbi app to dial.

How Windows app hooks work in Voxbi

  1. Install the Voxbi desktop app for Windows

    The hooks capability is part of the Windows app; no separate plugin is required on the Voxbi side.

  2. Configure the action your business software should receive

    When a call arrives, the Voxbi app can open a local ERP or CRM using the incoming caller's number, bringing up the matching client profile. The exact setup depends on how your business software accepts external triggers.

  3. Receive a call and watch the screen pop

    As soon as a call rings on your Voxbi extension, the configured application launches or brings the relevant record to the front, so you have the caller's information ready before you answer.

  4. Dial out from your business software

    Applications that can send a call request to Voxbi (for example, via a telephone link) can start outbound calls through the Voxbi app without the user switching windows.

Frequently asked questions

Which CRM or ERP systems are supported?

The Voxbi Windows app hooks work with local business software that can be triggered by an external event, command, or link. The specific list of compatible applications is not documented here: check with the Voxbi team or your software vendor to confirm compatibility.

Do I need a separate integration middleware product?

Not necessarily. The Voxbi Windows app is designed to trigger local applications directly on an incoming call, which covers the most common screen-pop scenario. More complex setups may involve additional configuration, so contact the Voxbi team for guidance on your specific software.

Can I use this with a web-based CRM instead of a local one?

Web-based systems that support telephone links (so that clicking a number opens the dialler) work with the Voxbi Windows app through the click-to-dial mechanism. For a screen pop on incoming calls into a browser-based application, the approach depends on whether that web app can be triggered externally, which is worth confirming directly.

See Voxbi in your business.

Talk to us or to a certified Voxbi partner.