get active calls in custom crm

[Donfred]

Hello everyone! I'm wondering how, when an agent calls, you can find out all the information about the call? Whenever a call is received with a Windows client, our page is opened. However, along with this, I need data about who is calling, what type of call, and so on. In crm integration there is no such template by default, only when the call starts and only the phone number enters the system, or log logging when the call is already ending.

I beg you to suggest any of the methods, or how to make the necessary scenario in which we could receive this information.

 

[VoIPTools]

We have a 3CX Wrap-up Codes tool that collects call data, or could be used as a template for a custom solution. This tool subscribes to 3CX phone events and pops up a dialog when a call is answered by an agent (or for outbound calls too). The dialog, depending on whether it is an inbound or outbound call, will display information about the call including:

• Caller ID number and name (inbound)
• Phone number dialed (outbound)
• DID caller dialed (inbound)
• Start time
• Duration
• Extension involved in the call
• Recording file name
• Job / account number (if call was generated by our dialer)

And also allows you to select a disposition of the call. You create the wrap-up codes. Examples could include "Made sale", "No Answer", "General Inquiry", "Support Call", etc. You can also add notes with the call.

A customization could push this data to your CRM.