crm to vicidial

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crm to vicidial

Postby ed123 » Wed Nov 29, 2017 11:24 am

Guys gud day!

My scenario is, I will load all the leads from my crm to vicidial. Now, in my crm I will create a button and the phone number will automatically insert to agent interface and the rest of the info will appear provided by vicidial.
Anyone who has the idea to achieve this or any other way around?

I tried to check this links but to no avail or just because im newbie in this process.

http://vicidial.org/docs/NON-AGENT_API.txt
http://vicidial.org/docs/AGENT_API.txt

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ed123
 
Posts: 294
Joined: Mon Mar 15, 2010 9:19 pm

Re: crm to vicidial

Postby pargat » Thu Nov 30, 2017 5:41 am

Hi,
You can do this by using the add_lead function in the Non-Agent API. The lead can be called by a specific user or anyone in the campaign using the callback_type option and callback_user options.

The agent can then call the lead manually or if goes to campaign, it will be autocalled.

Hope this helps.
pargat
 
Posts: 54
Joined: Mon Jun 20, 2011 4:25 am

Re: crm to vicidial

Postby ed123 » Fri Dec 01, 2017 10:40 am

hi,

So, when i add link in my crm button something like below, will it insert to agent interface and ready for dialing right? sorry, so new to me.

http://server/vicidial/non_agent_api.ph ... ts+go+here
ed123
 
Posts: 294
Joined: Mon Mar 15, 2010 9:19 pm

Re: crm to vicidial

Postby ed123 » Tue Dec 05, 2017 11:26 am

Got it now.
ed123
 
Posts: 294
Joined: Mon Mar 15, 2010 9:19 pm


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