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
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
Note: For detailed information about import, please consult Import of Contacts and Users Guide.
After the import is completed, Infusionsoft contacts appear in a phonebook you have selected. If imported contacts contain "Owner" filed filled in, then the owner is automatically assigned in Collaboration. You can change owners in "Contact owner" field when editing contacts.
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 route calls to assigned Infusionsoft owners, you need to perform a lookup via the function MYVAR=${Lookupphonebook(valuetolookup, fieldswelookup, fieldwewant)}). The 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 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')}
Important: the search is performed only in public 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')}
- Set -> INFUSIONSOFT -> ${Lookupphonebook(${OWNER}, 'source_id', 'extension')}
- Jump to if -> "${INFUSIONSOFT}"!=""
- Play the sound
Another example of Dialplan configuration: