Right method of web-based CRM integration

Discussions about development of VICIDIAL and astGUIclient

Moderators: gerski, enjay, williamconley, Op3r, Staydog, gardo, mflorell, MJCoate, mcargile, Kumba, Michael_N

Right method of web-based CRM integration

Postby vicinewman » Sun Mar 04, 2018 4:49 am

Hi Matt & William!

What is a proper method of Vicidial integration with a self-written web-based CRM , taking in to the account the Vicidial roadmap development ?

We are about to choose the "right" method as for the integration with Vicidial (single server, 20 seats, ViciBox_v8.x86_64-8.0.1.iso).
What we are basically would like to have:
A single screen of our CRM where we could make “click to call” and other stuff.

I have studied forum's threads about that and didn't come to the final conclusion.
As far I understand there are, at least, two ways:
Vtiger’s style and using hidden IFrames ("extras/crm_iframe" example code) plus using Agent HTTP Push Events.

If we take IFrame’s style then “the agent MUST have the agent screen running for it to work” and there is a drawback here: “cannot reload the CRM page as it would dump the Vicidial agent screen”. Any workaround ?

Can you please also shed some light on customer’s decisions regarding their choice?

If someone else could provide his experience of your own CRM integration that would be very much appreciated!

Thanks!
vicinewman
 
Posts: 16
Joined: Tue Feb 20, 2018 1:33 pm

Re: Right method of web-based CRM integration

Postby mflorell » Mon Mar 05, 2018 6:00 am

Using the API with a running vicidial agent screen is the preferred way to integrate with CRMs. We have developed several solutions based on the "crm_iframe" example for different clients, and it works very well and can get very complex depending on the client's needs.
mflorell
Site Admin
 
Posts: 17804
Joined: Wed Jun 07, 2006 2:45 pm
Location: Florida

Re: Right method of web-based CRM integration

Postby vicinewman » Wed Mar 14, 2018 2:32 pm

Thanks Matt for the answer !
We will go this way
vicinewman
 
Posts: 16
Joined: Tue Feb 20, 2018 1:33 pm


Return to Development

Who is online

Users browsing this forum: No registered users and 3 guests