Initiate the call from CRM to hide the calling number from staff for Real estate company.

[Elil_TeleProTech]

Hai,
one of our customer, have developed own CRM for Real Estate company. CRM developer can mange the customization in CRM.
they have contact list uploaded to the CRM but contact numbers are hidden for agents.
Following scenario customer looking for.
When agent ready to make call , agent will log-in to the CRM and Open a contact/lead, press the call button, so CRM send command to 3CX.
3CX should call to the agent's extension number (3CX Mobile App/Desktop App/Desk phone) once agent pickup the call (may be as virtual extension call to agent extension call), 3cx should call the contact/lead's mobile number via sip trunk.
this way agent won't see the mobile number of contact.

Is it possible in 3CX? using CRM integration, or Call flow designer or API integration or “3CX CRM Template Generator” ?

Any one can explain?

Thank you
Elil

 

[Evolute IT]

Install @VoIPTools Relay and use the free MakeCall API endpoint.

Otherwise there's no built-in ways of doing that since 3CX doesn't have any Web API except WebMeeting.

 

[Elil_TeleProTech]

Hai Thank you for the reply,

VoIPTools Relay I got it
but what is free MakeCall API end point?

Thank You
Elil

 

[VoIPTools]

The documentation for our REST API is built into the web interface of the Relay. In this case, since all you need is MakeCall, I would recommend you turn off all the event publishers on the "Services" page. That will minimize the overhead of the Relay on your 3CX server. Naturally, the Relay has a ton of capabilities including providing endpoints for subscribing to real-time events. Since you do not need to subscribe to call events, you can turn that functionality off.

 

[SweetAction]

Hai Thank you for the reply,

VoIPTools Relay I got it
but what is free MakeCall API end point?

Thank You
Elil

Have the button in CRM make this API call:


Take a look at: https://your.fqdn.com:8801/docs/index.html#/Call Control/MakeCall

 

[Elil_TeleProTech]

Hai,
I explain to customer CRM Developer. now customer wants retrieve the call recording inside the CRM?
is it possible? with "3CX CRM Template generator" not giving any options for that.

is there any way possible?

Thank you

 

[edossantos]

Hai,
I explain to customer CRM Developer. now customer wants retrieve the call recording inside the CRM?
is it possible? with "3CX CRM Template generator" not giving any options for that.

is there any way possible?

Thank you

Not at the moment, but there are plans to send the recording link to the CRM template in Update 9.