vtiger crm integration with vicidial

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vtiger crm integration with vicidial

Postby raju » Mon Feb 04, 2013 5:30 am

HI friends

i am using the GoAutoDial CE 2.1
and vicidialadmin:
VERSION: 2.4-309a
BUILD: 110430-1642
© 2011 ViciDial Group
asterisk version:1.4.39.1
vtiger CRM 5.1.0

i want to know how to configure vtiger with vicidial. i have added in system settings in vicidial. and defined the web form:http://server ip/vicidial/vtiger_search.php

after that i have uploaded the leads in the lead list. then after what is the procedure to do. please help me
raju
 
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Re: vtiger crm integration with vicidial

Postby williamconley » Mon Feb 04, 2013 10:35 am

have you installed vtiger and pushed the button in the admin->system settings to sync users?
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Re: vtiger crm integration with vicidial

Postby raju » Mon Feb 04, 2013 11:21 pm

yes. i have installed vtiger CRM 5.1.0 and i have synchronized the users. when ever login in to the agent screen, after getting the call on agent screen i just click the webform
that lead is stored in vtiger crm. and that user is added in vtiger users list.
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Re: vtiger crm integration with vicidial

Postby williamconley » Tue Feb 05, 2013 7:12 pm

In that case ... it is working. What else do you want?
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
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Re: vtiger crm integration with vicidial

Postby raju » Tue Feb 05, 2013 10:30 pm

ok. thank you
raju
 
Posts: 48
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Re: vtiger crm integration with vicidial

Postby raju » Tue Feb 05, 2013 11:07 pm

but here in vtiger campaigns are not created automatically. what we created in vicidial campaign.?
raju
 
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Re: vtiger crm integration with vicidial

Postby williamconley » Tue Feb 05, 2013 11:44 pm

vTiger email campaigns are not related to vicidial "dialing" campaigns, if that is what you refer to.
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
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Re: vtiger crm integration with vicidial

Postby raju » Wed Feb 06, 2013 1:15 am

means all leads are clubbed in vtigercrm?
raju
 
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Re: vtiger crm integration with vicidial

Postby williamconley » Wed Feb 06, 2013 12:43 pm

what is dubbed?
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
williamconley
 
Posts: 20258
Joined: Wed Oct 31, 2007 4:17 pm
Location: Davenport, FL (By Disney!)

Re: vtiger crm integration with vicidial

Postby gers55 » Thu Feb 07, 2013 9:51 pm

I found the webform module the best way to add leads etc. to vtiger. Create the webform via html editor and just drop the code in your script via iframe. You can even prepopulate webform with customer details .Check help button in scripts for more info.
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