Integrate: Desktop App and CRM (Solution)

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  • Updated 3 years ago
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So I have been playing for a while to try and integrate the softphone into our CRM.

We use a custom browser based CRM, but some of my findings maybe useful to others. It's a bit long-winded at the moment, hence the question. Now a solution! (to make it simpler)

Using a combination of Fluid for mac, and choosy for mac, I am able to launch a specific fluid instance when the url being opened matches a specific pattern.

All good so far.

I've even managed to launch the app in the background using the "-g" flag.

My launch command looks like this:

open "-g" "www.yourcrm.com?searchcustomers=%P"

The assumptions that I have made are that the command that is fired above is linked in some way to a terminal command line. Hence the use of the "-g" flag.

It took a while to figure out the syntax to pass the "-g" flag, but it now works great for me.

What I would very much love to be able to do, which would render the use of fluid and choosy redundant, and make life a lot simpler is to some way specify the app to launch AND the URL AND the -g flag.

Launching it in the command line it would look like the following:

open -a -g "Safari" www.yourcrm.com?searchcustomers=%P

However I cannot get this to translate to the softphone execute command box.

I've tried:

open "-a" "-g" "'Safari'" "www.yourcrm.com?searchcustomers=%P"

open "-a-g" "'Safari'" "www.yourcrm.com?searchcustomers=%P"

open "-a" "-g" "Safari" "www.yourcrm.com?searchcustomers=%P"

Well well well. Sometimes it plays to take a 2nd look at these things, and blow me down I've got it to work!

open "-a"  "Safari" "-g" "www.yourcrm.com?searchcustomers=%P"

So you can launch any app of your choosing in the background without loosing focus on what you are doing. The app will be there if you need it, sat nicely in the taskbar.

It would be lovely if there was a little more documentation to these things. It wouldn't be difficult to add this example to app. Would make a lot of peoples lives a lot easier I'm sure.
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Marc McHale

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Posted 3 years ago

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Brandon, Champion

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Hey thanks, this was really helpful for me.  I also use a Mac and just liked to have a Google search for incoming numbers come up. It was working without the flags, but always interrupted what I was doing.  I ended up using Safari only for this purpose so if I am composing an email or something in Chrome it doesn't interrupt and take away focus and I can still look at the search result.

I take it the -a and -g flags are for Safari only?  I am going to see if there are similar flags for Chrome..
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Marc McHale

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I've not tested the different flags, on different browsers, but would assume they would work as they are command line flags for the operating system and as far as I'm aware not application specific.