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Document description 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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Step 1. Import of Infusionsoft contacts
- Go to WMS -> Users -> Phonebooks
- Select a phonebook you want to import contacts to and click Import (available only for admin user)
- Select Infusionsoft from the list of backend options
- Click Save and Import
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Limitation: During the import, the owner is looked up via email. Make sure the email address of the owner is present both in Infusionsoft and local LDAP. |
Step 2. Dialplan configuration
To be able to To route calls to assigned Infusionsoft owners, there is a you need to perform a lookup via the function MYVAR=${Lookupphonebook(valuetolookup, fieldswelookup, fieldwewant)}). The function searches function searches for a specified parameter of a contact and, according to results, routes a call.
Where:
- MYVAR - the variable to which the result of performing Lookupphonebook function is saved
- valuetolookup - the value that we are looking for. Can be a channel variable
- fieldswelookup - the list of fields to search by. Multiple values, separated by commas, are allowed (in this case we need to use single quotes)
- fieldwewant - the field whose value to return
Lookupphonebook is k is performed in a such way: SELECT fieldwewant FROM all_shared_phonebooks WHERE (fieldwelookup_1=valuetolookup OR fieldwelookup_2=valuetolookup OR ...)
For example: OWNER -> ${Lookupphonebook(CALLER_NUMBER, 'office, mobile', 'owner_id')}
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Important: the search is performed only in public phonebooks! |
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Limitation: The function can only be executed via "Set" Dialplan application and cannot be a part of larger expression. |
Here you can find the example of Dialplan configuration:
- Set -> OWNER -> ${Lookupphonebook(${CALLERID(num)} , 'office,home,mobile', 'owner_id')}
- Set -> INFUSIONSOFT -> ${Lookupphonebook(${OWNER}, 'source_id', 'extension')}
- Jump to if -> "${INFUSIONSOFT}"!=""
- Play the sound
Another example of Dialplan configuration:
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