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Info

Wildix integrates phone calls to Infusionsoft. You can import your Infusionsoft contacts to Wildix PBX and set up automatic routing of calls to contact owners. Consult the Document for details.

Integration with Infusionsoft: https://www.wildix.com/infusionsoft/

Chrome Extension "Wildix integration to Infusionsoft": https://goo.gl/Z5YnMZ

Created: January 2019

Permalink: https://confluence.wildix.com/x/ZQHwAQ

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Note

Note: For detailed information about import, please consult Import of Contacts and Users Guide.


After the import is completed, Infusionsoft contacts appear in the phonebook you have selected. If imported contacts

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have "Owner"

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(specified in Infusionsoft) and owner's email address is present both in

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Infusionsoft and local LDP, then the owner is automatically assigned

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to the imported contacts in Collaboration. Owners can be changed in Collaboration when editing contacts (Collaboration -> Phonebook -> Edit -> "Contact owner" field)

Note

Note: To be able to route calls, contact owners must be specified in Infusionsoft, so that during import these owners are assigned to contacts from Collaboration phonebook.

Warning

Important: During the import, the a contact owner is looked up via the email address. Make sure the email address of the owner is present both in Infusionsoft and local LDAP. 

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  • MYVAR - the variable to which the result of performing Lookupphonebook function is saved
  • valuetolookup - the value to be looked up. Can be a channel variable
  • fieldswelookup - the list of fields to search by. Multiple values, separated by commas, are allowed (in this case use single quotes)
  • fieldwewant - the  the field whose value to return

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