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Document description

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

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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
  

Assign contacts to account managers

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Step 2. Dialplan configuration

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For each contact you can assign an account manager:

1. Go to Collaboration → Phonebook
2. Select the phonebook and click Edit
3. Select the contact in Contact owner field

Image Added

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=${LookupphonebookLOOKUPPHONEBOOK(valuetolookup, fieldswelookup, fieldwewant)}). The function searches for a specified parameter of a contact and, according to results, routes a call to its owner.

Where:

• MYVAR - the variable to which the result of performing Lookupphonebook function performing LOOKUPPHONEBOOK function is saved
• valuetolookup - the value that we are looking forto 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 we need to use single quotes)
• fieldwewant - the  the field whose value to return

Lookupphonebook is performed in such a such way: SELECT fieldwewant FROM all_shared_phonebooks WHERE (fieldwelookup_1=valuetolookup OR fieldwelookup_2=valuetolookup OR ...)

For example: OWNER -> ${LookupphonebookLOOKUPPHONEBOOK('CALLER_NUMBER', 'office, mobile', 'owner_id')} 

Here you can find the example of Dialplan configuration:

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1. Set -> OWNER -> $> ${LookupphonebookLOOKUPPHONEBOOK('${CALLERID(num)}' , 'office,home,mobile', 'owner_id')} - looks up for owner ID
2. Set -> INFUSIONSOFT -> $> ${LookupphonebookLOOKUPPHONEBOOK('${OWNER}', 'source_id', 'extension')} - looks up for a contact owner according to the found ID (PBX user) in shared phonebooks 
3. Jump to if -> "${INFUSIONSOFT}"!=""  
4. Play the sound 

Another example of Dialplan configuration:

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1. -> Procedure with a modified number ${INFUSIONSOFT} - if the previous execution is successful, routes a call to a contact owner
2. Call group - the application is executed in case no contact owner is found