CRM Integration Custom URL

[renshed]

hi,

Does anyone successfully use the webrt crm integration "Auto launch a Custom Contact URL using variables" with open only the URL when its answered by the agent? in my case I'm using vtigercrm and its working perfectly using the "Automatically open Contact URL when CRM Integration is Enabled" but the problem is doesn't have the option to at least open only when its answered.

Vtigercrm 7.3
3cx v16

Thanks in advance

 

[Evolute IT]

This is something that is asked a lot. Unfortunately, there's no way to have the CRM Contact open only on answered (I still say it should be an option) but they don't. I'd be curious to know why tho.

On VTiger, you may be able to trigger the page with the caller number, by using a search page of VTiger and putting the value in the query URL. However, I strongly suggest keeping the main integration since it works much better and opens the precise contact instead of a search page which may or may not give many results, or even none. Resulting in duplication of data in the system.

 

[renshed]

i just open a ticket for this small issue but still doesn't resolve, I don't know why they add it there but we can't use it. i hope they have more time to look into CRM integration, I have a lot of customers request this kind of feature regarding integration with CRM. until now i haven't found any solution, i even tried to contact any third party developer about CRM integration but also they can't do anything because 3cx doesn't have API. i tried one company using relay but the problem is always disconnection.

 

[edossantos]

As @Frederick Marcoux has mentioned, when the CRM integration is enabled, the popup can only be triggered when the call rings. If this is a problem because you have many agents and a Ring All strategy, and want to avoid popups on the agents that don't answer the call, you can configure the Web Client > Settings > Integration > Off. When you do this, the Web Client will still receive the Contact URL, and you will have a button to manually launch the contact record. So, the agent that is about to answer the call should click on that button to launch the contact record, and then answer the call. I understand that this is an additional click that should be avoided, but it's the best you can do at the time being.

 

[greychain]

If Vtiger is anything like SuiteCRM, which I think it is, you have to have credentials to use the API, then retrieve the data. Have a look at the 3CX CRM integration for Vtiger.
Then once you get the customer information you need to pull out the URL for them