Your CRM Experience

[fgc92210]

Greetings all,

On of my customers has a couple of DIDs.
They would like a box to pop up and display some information depending on what DID was called in (not depending on the caller's DID).
Can anyone recommend a simple / easy CRM which would do that with 3CX?
Thanks all!

 

[edossantos]

All the CRM integrations we have use the caller's number. Actually, the DID is not available to the CRM template, so there is no way to achieve what you need.

 

[fgc92210]

I was thinking about using the scripting capabilities of the Digital Receptionist, but even that is not going to work. Too complicated. I'm not sure it's worth trying to dev something around it. Thanks for your answer!

 

[fgc92210]

@edossantos do you see any work around though where we could match the dialED number to a DB, and somehow give some information feedback to the agent? Even if it's not a popup? Or is there absolutely no way to do it from your point of view?

 

[edossantos]

You could send the call to a CFD app before sending it to the queue of agents. The CFD app receives the Caller Number and the DID, and it can add both to a database. Then, when the agent receives the call, you can launch an URL including the Caller Number. This URL could point to a web site you develop, which can take the caller number, lookup in the database and get the DID back. Then with the DID you know what to do...

 

[fgc92210]

Thank you sir.
I never used the CFD to do this, but I'll check it out.
Might I come back to this thread to ask technical question, or is there an advance CFD doc anywhere explaining some of what you wrote about in details?

 

[edossantos]

I would recommend you to start by reading the manual and playing with the examples:
https://www.3cx.com/docs/manual/call-flow-designer-manual/
https://www.3cx.com/docs/manual/call-flow-designer-manual/
https://github.com/3cx/cfd-demos/tree/master/tutorials

If you have questions, feel free to ask.

 

[fgc92210]

Just a quick question. How to trigger 3CX to open a URL during a call? Is this doable?
Or what's the principle so when the agent receive the call, I can also present a URL maybe that (s)he can click on?

Thank you.

 

[edossantos]

Just a quick question. How to trigger 3CX to open a URL during a call? Is this doable?

From the Web Client > Settings > Integration, you can configure an URL to launch when your phone rings or you answer the call.

 

[fgc92210]

So I have been trying to play with webclient / settings / integration , and used the fied AUTO Launch a customer contact URL using variables, but it looks like this URL is not called when the cll is coming from a queue..? What is the scenario when the URL would be call ? Direct call to the user?

 

[fgc92210]

Actually even a direct call does not launch the URL. am I missing something?

 

[edossantos]

Can you show a screenshot of your configuration in the Web Client?

 

[fgc92210]

here you go

 

[edossantos]

here you go

Looks correct. Maybe the browser is blocking the popup?

 

[fgc92210]

Looks correct. Maybe the browser is blocking the popup?

That was it. I did not know it would popup a new box. perfect. thanks a ton!