integration with crm

[zuber]

hi i need help to make a call flow design . i have a offline ordering system where i take orders for fast food businesses. when ever i answer a call i want the shop menu to auto populate with the customers phone details as well. please could some one help me thanks

 

[edossantos]

What CRM are you using? If you're using one of the supported CRMs, then you just need to enable the integration:
https://www.3cx.com/docs/crm-integration-guides/

If your CRM is not listed there, you will need to create an integration by following this guide:
https://www.3cx.com/docs/crm-integration/

 

[zuber]

so my crm is not listed also i need a call flow designer. someone has actually help me build a call flow designer but he has only done it with one number where i need actually 40 numbers. so can you help me please

 

[edossantos]

Not sure why you would need the CFD in this case. With a CRM integration in place, when your agents receive the call, they will see the contact details in your CRM. Maybe you need to explain in more detail your use case?

 

[Nathan D]

Here is my xml please help vet

 

[zuber]

i will be listing previous messages with another company that helped me but never finished the job.

 

[zuber]

JOB: If all you need is to get the dialed numbers in a URL, we don't really need much explaining.

ME: yes basically the 2 variables on 3cx that i am using allows me to open a new url and get customer name and number only thing i need is to get what number the customer has called onto my url so that way the number is appointed to a particular url

JOB: Yes, that's very simple to do with the Call Flow Designer.

ME: i have a enterprise licence with 3cx

JOB:
What's the URL that needs to be filled with the CID and DID?

And what destination should the CFD go afterwards, as it will be the first in the route (set via inbound rules)?

ME: so right now i am using these variables and its loading on this page. so i am sending you the full link https://my.foodhub.com/app/main/dashboard/Orders/order-list?cc=&ph=%CallerNumber%

ME: so my tech guy has given me this url if it helps https://my.foodhub.com/app/main/dashboard/Orders/order-list?cc=*CID*&ph=%CallerNumber%

JOB:
Two questions:
1. Where should the call go once the CFD has set the URL correctly? Like a call queue or ring group or IVR.
2. What extension should the CFD use on the system for its own? (Do not create an extension, the CFD will take that number for itself.

ME:
1. all calls go into a call queue . so our 3cx all of our numbers are set into call queues .
2. marhaba ext 833

 

[edossantos]

Looks like you will need to hire someone to do this for you. We will not be able to help if you don't have a clear idea of what you want to achieve..... You might want to hire some 3CX partner to do this for you, there are many that can help with this.

 

[zuber]

yes i dont mind hiring someone to do this for me. can u suggest me someone plz

 

[edossantos]

Some of the most active partners in this area are @ConceptsWeb and @VoIPTools, however there might be others willing to offer their services. Try contacting them, and / or creating a new thread making it clear from the title that you're looking for paid help, so others can contact you.

 

[zuber]

@ConceptsWeb @VoIPTools i am willing to pay for these services but i think they too busy.