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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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After the import is completed, Infusionsoft contacts appear in the phonebook you have selected. If imported contacts have "Owner" (specified in Infusionsoft) and owner's email address is present both in Infusionsoft and local LDP, then the owner is automatically assigned to the imported contacts in Collaboration. Owners can be changed in Collaboration when editing contacts (Collaboration -> Phonebook -> Edit -> "Contact owner" field).
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- Set -> OWNER -> ${Lookupphonebook(${CALLERID(num)} , 'office,home,mobile', 'owner_id')} - looks up for owner ID
- Set -> INFUSIONSOFT -> ${Lookupphonebook(${OWNER}, 'source_id', 'extension')} - looks up for a contact owner according to the found ID (PBX user) in shared phonebooks
- Jump to if -> "${INFUSIONSOFT}"!="" -> Procedure with a modified number ${INFUSIONSOFT} - if the previous execution is successful, routes a call to a contact owner
- Call group - the application is executed in case no contact owner is found
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