Phone Number or Email Matching Scenario
The phone number matching scenario does not have an Id, and the lookup by email scenarios start with the prefix
“LookupByEmail”. It’s possible to have many scenarios of these types for a single template. In case of having more than one scenario, they will be executed one after the other, in the same order as they are placed in the template, and the result will be concatenated. The order can be adjusted in runtime using the lookup ordering technique explained
above.
The output types for this scenario are the following: (All are string
Expression)
- FirstName - First name of the contact
- LastName - Last name of the contact
- Email - Email of the contact
- CompanyName - Company name of the contact
- ContactUrl - URL of the contact in the CRM - this is mandatory, as it’s the identifier of the contact in 3CX
- PhoneMobile - Mobile phone of the contact
- PhoneMobile2 - Additional mobile phone of the contact
- PhoneHome - Home phone of the contact
- PhoneHome2 - Additional home phone of the contact
- PhoneBusiness - Business phone of the contact
- PhoneBusiness2 - Additional business phone of the contact
- PhoneOther - Other phone of the contact
- FaxBusiness - Business fax of the contact
- FaxHome - Home fax of the contact
- Pager - Pager of the contact
- PhotoUrl - Url to the photo of the contact
- EntityId - The ID of the matched entity (contact, lead or account) which will be accessible during call and chat journaling
- EntityType - The type of the matched entity (contact, lead or account) which will be accessible during call and chat journaling
IMPORTANT: For a record to be considered a valid match, the template must return the following outputs:
- ContactUrl: as mentioned above, this is mandatory and should be unique for each contact.
- FirstName, LastName or CompanyName: one of these outputs must have a value.
- PhoneMobile, PhoneMobile2, PhoneHome, PhoneHome2, PhoneBusiness, PhoneBusiness2, PhoneOther, FaxBusiness, FaxHome, or Pager: when running a lookup by phone number, one of these outputs must have the value set to the phone number being searched.
- Email: when running a lookup by email, this value must be set to the email being searched.