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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 This document explains how to assign contacts to account managers to automatically route calls to assigned owners. Created: January 2019 Permalink: https://confluence.wildix.com/x/ZQHwAQ |
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Step 1. Import of Infusionsoft contacts
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Assign contacts to account managers
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Note: For detailed information about contacts import, please consult Import of Contacts and Users Guide. |
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Import of contacts from Infusionsoft: if the contacts imported from Infusionsoft have "Owner" (specified in Infusionsoft) and owner's email address is present both in Infusionsoft and local LDAP, then the owner is automatically assigned to the imported contacts in Collaboration. |
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| Warning |
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Important: During the import, a contact owner is looked up via the email address. Make sure the email address is present both in Infusionsoft and local LDAP. |
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For each contact you can assign an account manager:
- Go to Collaboration → Phonebook
- Select the phonebook and click Edit
- Select the contact in Contact owner field
Automatically route calls from known callers to account managers
To configure automatic routing of calls, you need to set up the Dialplan to perform a lookup (Lookupphonebook) using the function MYVAR=${LOOKUPPHONEBOOK(valuetolookup, fieldswelookup, fieldwewant)}). The function searches for a specified parameter of a contact and, according to results, routes a call to its owner.
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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 (in this case we indicate that the source is Infusionsoft, but you can use your own source)
- 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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