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All guidesMetriVoiceConnect 3CXConnect Yeastar P-SeriesCall customers with click-to-dialUse the call logConnect an SMS providerSMS templates and quick send
User Guide › MetriVoice

Connect Yeastar P-Series

Link your Yeastar PBX for screen-pop, click-to-call and call logging.

For: Workspace admins

Steps

  1. 1In the Yeastar web portal go to Integrations → API, turn the API on and add an application. Copy its Client ID and Client Secret.
  2. 2In MetriCRM open Settings → Telephony and select the Yeastar P-Series card. Enter your PBX address (https://…), the Client ID and the Client Secret, check the PBX time zone (+08:00 in Malaysia), then select Save and Test connection.
  3. 3Under Screen-pop and call journal, copy the webhook URL. In the Yeastar web portal go to Integrations → API → Webhook, add a webhook with that URL (POST) and subscribe to events 30011 and 30012.
  4. 4Copy the webhook key the PBX shows into Webhook key in MetriCRM and select Save.
  5. 5Under Extensions, type each person's Yeastar extension and select Save extensions. Calls ringing on their extension now pop up the caller's record, and every external call lands on the customer's timeline.

Good to know

  • The PBX address must be reachable from the internet over HTTPS; internal addresses are refused.
  • MetriCRM ignores any event that is not signed with your webhook key.
  • Recordings stay on your PBX; MetriCRM keeps only the recording's file name with the call.

Related guides

  • Connect 3CXLink your 3CX phone system for caller lookup, click-to-dial and call logging.
  • Call customers with click-to-dialDial a contact or account from MetriCRM; your phone rings first and the call is logged.
  • Use the call logReview calls, add notes, let AI summarise them and turn a call into a case or follow-up task.
  • Connect an SMS providerSend and receive SMS through your own ClickSend, Twilio or custom gateway account.

Still need help? Contact support

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