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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 Created: January 2019 Permalink: https://confluence.wildix.com/x/ZQHwAQ |
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To configure automatic routing of calls, you need 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.
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- MYVAR - the variable to which the result of performing Lookupphonebook function performing LOOKUPPHONEBOOK function is saved
- valuetolookup - the value to 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 use single quotes)
- fieldwewant - the field whose value to return
Lookupphonebook is performed in such a 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')}
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Here you can find the example of Dialplan configuration:
- Set -> OWNER -> ${LookupphonebookLOOKUPPHONEBOOK(${CALLERID(num)} , 'office,home,mobile', 'owner_id')} - looks up for owner ID
- Set -> INFUSIONSOFT -> ${LookupphonebookLOOKUPPHONEBOOK(${OWNER}, 'source_id', 'extension')} - looks up for a contact owner according to the found ID (PBX user) in shared phonebooks
- 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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