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This guide will lead you through the process of Infusionsoft integration usage, starting from an installation, and ending with practical examples for call receiving. Requirements:
Created: July 2019 Permalink: https://wildix.atlassian.net/wiki/x/JgjOAQ |
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Install the extension from the Chrome Web Store.
Setup the Integration
Activate integration for your domain
- Click on integration icon on Google Chrome extension bar
- Press on Add new integration button
- In this pop-up Select your domain and click Allow button
- Once a domain is chosen, you should see it if you by clicking again on the icon in extensions bar
Make a Call
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You can not call contacts without a phone number. The application recognizes all Phone fields on the contact info. Locate the number that you want to dial in the "Сontacts" page or from a contact card.
- Click the
call button near the phone number. The number is automatically dialed in the softphone (Collaboration application).- A number that has already been clicked cannot be clicked again for two seconds.
- The button does not appear next to fax numbers.
- Pop-up shows contact info: name and phone number. You'll receive a notification about an outgoing call in the top-right corner. You can pause and hang up your call from it.
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You might want to be in touch from any page, even with the closed Infusionsoft. From version 1.5.15 it is possible via Chrome notifications. While Chrome opened and you granted permissions you will receive a notification with caller name and options to Answer or Reject an incoming call. The Answer option will open a contact record if it is an existing contact or creates the new record if contact didn't present in the contacts list.
Receiving a Call from a new contact
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