crm support

[olriss]

Hi
Does Vicidial support any CRM software?

Thanks.

[williamconley]

define "support".

based on the way you asked the question, I could interpret it as "Does The Vicidial Group provide technical support for CRM software" or "Does Vicidial have built-in Integration for any CRMs"?

Vicidial has old (disused, outdated) integration for vTigerCRM. It is only useful for a very old version of vTiger (5.1 I think) and does not work for newer versions.

But integration in this case includes the ability to synchronize users and push leads if they are not already there. Not a lot of integration happening.

Aside from that, the Web Form and Dispo_URL fields in the campaigns are capable of interacting with external software to perform a task when a disposition occurs or when the agent pushes the web form button.

So ... yes, it supports CRMs in various ways.

[olriss]

Hi
Thank for reply.It is enough for interactiong with external software via url trigger or something else.If it customizable of course.

[williamconley]

In which case you should download the Vicidial Managers Manual from EFLO.net and read the section about Web Form and Web Form Two. This has the basic usage instructions/details and most of those also apply to the dispo_url and no_agent_url. The ability to pass information from the Agent Screen into a URL, and allow that url's web page determine what to do with the information.

We install a generic CRM integration for $200 which includes standard lead information from Vicidial (no custom fields) being sent to one module in a CRM (ie: create an account OR a lead OR a contact). This method can be used to directly create the record in the database of the CRM (sample record in the CRM required) or through an API in the target CRM (documentation for the API required). It also requires a trigger, which is usually "disposition" at the end of a call, but can be anything that fires up "code" in either of the Vicidial or CRM servers, or time-of-day.