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Sync survey leads to vtiger

PostPosted: Tue Oct 23, 2012 7:08 pm
by gers55
Hi Guys

I am running an agentless survey campaign .When a consumer presses 1 for more information i play a message thanking them and hang up the call .The consumer will be called by an agent later via vtiger click to call.

At the moment i import the positive responses manually.

I would like to know if its possible to sync all survey hangup responeses ( SVYHU ) to vtiger every 15 mins on a cron.

Re: Sync survey leads to vtiger

PostPosted: Tue Oct 23, 2012 7:51 pm
by williamconley
absolutely. but it may be easier to use a dispo call url or a no-agent url or similar. too bad you're using goautodial ... some of this has improved in the days since goauto was published, but i'm not sure if it affects this particular area.

the ability for a dispo call url (or similar) to either send the lead to a crm or not based on disposition is fairly simple.

Re: Sync survey leads to vtiger

PostPosted: Wed Oct 24, 2012 2:47 am
by gers55
Thank you very much for your prompt reply William.I will look into your info and try to implement

Re: Sync survey leads to vtiger

PostPosted: Mon Nov 05, 2012 12:19 pm
by roll72
Hello,

I am able to have the click to dial in Vtiger, so I can make a call this way, but after when I dispose the call in vicidial, I have no update of the Vtiger information.

I tried to integrate the three scripts perl to export/import data from/to vtiger/vicidial but nothing happened. Any help will be welcome

Could ypu please tell em which dispose url should be use in this way ?

My config :
VICIBOX
VERSION: 2.2.1-237
BUILD: 100510-2015
Vtiger 5.1.0

Re: Sync survey leads to vtiger

PostPosted: Mon Nov 05, 2012 6:19 pm
by williamconley
when you use click to dial, does the information from vtiger get pushed into vicidial, or does vicidial only get the phone number of the lead?

Re: Sync survey leads to vtiger

PostPosted: Mon Nov 05, 2012 6:38 pm
by roll72
Hello,

No because I'm using all the time my own phone number, it looks vicidial is filling the number with some field from its own base (it matched the first lead (test/demo) of myself in lead database).

Re: Sync survey leads to vtiger

PostPosted: Mon Nov 05, 2012 7:14 pm
by williamconley
What instructions did you use to get click to dial to work? (You need to send the entire lead information to Vicidial or a link to the vTiger lead so you can edit that during the call ...). But if you are using click to dial, you are already on the lead in vTiger ... so you should be editing that lead instead of the one in Vicidial ...yes?

Re: Sync survey leads to vtiger

PostPosted: Tue Nov 06, 2012 5:46 am
by roll72
Hello,

In Vtiger, I edit a contact lead by hand and enter my phone number.
Before as read in forum, I changed the file /vtigercrm/vtigerservice.php at line 93 in order to be compliant with my dial number pattern (I put a 9 as phone code):
$VCcallQuery = "?source=vtiger&user=1000&pass=1234&agent_user=$user&function=external_dial&value=$phone&phone_code=9&search=YES&preview=NO&focus=YES&vendor_id=$vendor_id$callback_flag";

What will be the best scenario for me :
We want to have all the data in Vtiger then the agent are doing call using click to dial, then the lead is automatically send to vicidial with all the information then the agent got informations from customers and then filled them in the Vtiger web form. when a number can not be reach or access or a sale is made, the vicidial status have to be filled aumaticcaly in the vtiger form as well. Is it possible ?

thanks in advance