Vtiger CRM integeration
Posted: Wed Jun 25, 2008 2:39 am
i am integrating Vicidial with vtiger, in first phase i am going to develope following modules.
1. create a soap webservice to communicate with vtiger, instead of direct database access. done
2. add new sub link under campaigns section "import vtiger campaign", it will login to vtiger, get list of campaigns, clicking on any campaign name will get campaign details, add a simple vicidial outbound campaign, create a new list and import all of vtiger leads related to that campaign in it, and link the list to newly created campaign. done
3. sync call logs with vtiger lead, vtiger has an activity module, where you can create activities (todo's meetings, calls), you can also relate activities with leads, related activities with a lead are shown/listed in lead detail page. partialy done/working
i have created soap methods for creating call activity in vtiger, and its all working, now all i need is to call my php/perl script (or embed in vd sciprts), here i am confused where to call my script, there are so many places(agi's, perl and php scripts) where vd tries to insert/update call_logs/vicidial_log, can someone please guide me how do i integrate this part.
also if someone interested in my customizations i am willing to share part of code i have developed.
1. create a soap webservice to communicate with vtiger, instead of direct database access. done
2. add new sub link under campaigns section "import vtiger campaign", it will login to vtiger, get list of campaigns, clicking on any campaign name will get campaign details, add a simple vicidial outbound campaign, create a new list and import all of vtiger leads related to that campaign in it, and link the list to newly created campaign. done
3. sync call logs with vtiger lead, vtiger has an activity module, where you can create activities (todo's meetings, calls), you can also relate activities with leads, related activities with a lead are shown/listed in lead detail page. partialy done/working
i have created soap methods for creating call activity in vtiger, and its all working, now all i need is to call my php/perl script (or embed in vd sciprts), here i am confused where to call my script, there are so many places(agi's, perl and php scripts) where vd tries to insert/update call_logs/vicidial_log, can someone please guide me how do i integrate this part.
also if someone interested in my customizations i am willing to share part of code i have developed.