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crm to vicidial

PostPosted: Wed Nov 29, 2017 11:24 am
by ed123
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

ERSION: 2.14-617a
BUILD: 170529-2320
© 2017 ViciDial Group
no xtra software/hardware
scratch install/cluster
centos

Re: crm to vicidial

PostPosted: Thu Nov 30, 2017 5:41 am
by pargat
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.

Re: crm to vicidial

PostPosted: Fri Dec 01, 2017 10:40 am
by ed123
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

Re: crm to vicidial

PostPosted: Tue Dec 05, 2017 11:26 am
by ed123
Got it now.