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Info

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

Table of Contents

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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Warning
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')}

Warning
Important: the search is performed only in public phonebooks!

Note
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}"!=""
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Another example of Dialplan configuration:

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Versions Compared

Old Version 1

New Version 2

Key

Step 1. Import of Infusionsoft contacts

Step 2. Dialplan configuration