Open CRM, start ticket, write note: AppLink automates your processes directly in the conversation in Microsoft Teams.
AppLink is a local client that automatically executes actions as soon as a user's telephony status changes. When your phone rings or you answer or end a call, AppLink reacts in real time and starts the processes you have defined. Particularly valuable for employees with a high call volume, e.g. sales, hotline, support, service or field service.
What can AppLink do for you?
Examples from practice
When calling: Open Salesforce or CRM automatically, directly with the right contact
When hanging up: Open call note form automatically
When the phone rings: Prepare support system, display customer file
After the call: start documentation, email template or ticketing
In combination with other tools: trigger complete workflow chains
How AppLink works
- Local Windows client recognizes the telephony status of the user
- Triggered via defined events (e.g. ringing, connected, hang-up)
- Depending on the event, a local action is executed, e.g. .bat script, URL, application
- Versatile with flexible logic
- Global hotkeys for various actions:
- Open Teams tab: Brings the Contacts by XPhone application to the foreground together with the Teams client and automatically sets the focus on the search bar. The user can start typing immediately.
- Search in Teams Tab: Corresponds to the Open Teams Tab action, but also copies the content of the clipboard to the search bar. This enables, for example, a direct search for phone numbers found in web or third-party applications.
Requirements & technical details
Variant 1: with SBC
- Prerequisite for events: "Connected" and "Hang-Up"
- SBC = Session Border Controller of the company (anynode, AudioCodes)
Variant 2: without SBC
- Local mode recognizes "ringing" status directly
- Also works with Operator Connect (connection of telephony providers to Microsoft Teams)
- Important: AppLink and Teams must be running on the same computer
Advantages at a glance
- Real-time automation for answering & ending calls
- Reduces clicks, saves time, minimizes errors
- Compatible with CRM, ERP, support and other systems
- Easy to set up without extensive admin work
- Definition of hotkeys for various actions
Setup & deployment
- Installation on local Windows computer
- No special port shares necessary (except HTTPS 443 outgoing)
- Configuration through simple rule definition
- Easy integration into existing infrastructure
- No additional user administration required (M365 or AD)
Who is AppLink intended for?
Support & hotline: Open a ticket or start a CRM note directly after a call
Sales: Open customer file automatically -> preparation in seconds
Back office & office staff: Automate call logging
IT & admins: Automatic database actions, system calls, links
Any environment in which many calls need to be efficiently documented or post-processed
