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Info

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://confluencewildix.wildixatlassian.comnet/wiki/x/gADmAgJgjOAQ


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titleFeatures
  • Click-to-call working on "Contacts" and "Tickets" pages

  • Dialpad
  • Incoming call notification (from website and browser)
  • Outgoing call notification (from website and browser)

  • Auto-detect existing contact and redirect to its page
  • Creating a new contact from notification (from website and browser)


Table of Contents
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Activate integration for your domain

  • Click on integration icon on Google Chrome extension barImage Modified
  • 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

Image Modified


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 infoLocate the number that you want to dial in the "Сontacts" page or from a contact card.

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Click on a plus button redirects you on the Manage Contact page which automatically creates a contact. The name and phone number fills from the Collaboration.


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