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
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 -> Log in to your account
- Click Save and Import
Note: For detailed information about import, please consult Import of Contacts and Users Guide.
After the import is completed, Infusionsoft contacts appear in the phonebook you have selected. If imported contacts contain "Owner" filed filled in and owner is present in phonebooks, then the owner is automatically assigned and becomes available in Collaboration. Owners can be changed in Collaboration when editing contacts (Collaboration -> Phonebook -> Edit -> "Contact owner" field).
Note: To be able to route calls, contact owners must be specified in Infusionsoft, so that during import these owners are assigned to contacts from Collaboration phonebook.
Important: 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 configure automatic routing of calls, you need to perform a lookup (Lookupphonebook) using the function MYVAR=${Lookupphonebook(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 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 -> ${Lookupphonebook(CALLER_NUMBER, 'office, mobile', 'owner_id')}
Important: the search is performed only in shared phonebooks!
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')} - looks up for owner ID
- Set -> INFUSIONSOFT -> ${Lookupphonebook(${OWNER}, 'source_id', 'extension')} - looks up for a contact owner (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
Note: Refer to Dialplan applications Admin Guide for the detailed information about Dialplan applications.