crm
8 posts.
Rebuilding CRM integrations after migrating to VICIdial
Your CRM integrations will not transfer from a cloud dialer to VICIdial automatically. Here is how to assess what you had and rebuild it correctly.
Read postHow to migrate from Vonage Contact Center to VICIdial
Vonage Contact Center (formerly NewVoiceMedia) combines CRM-native routing with a contact center platform, but licensing costs and Salesforce dependency drive teams to look for alternatives. This guide covers the migration path to VICIdial.
Read postHow to Push Leads From Your CRM Into VICIdial
Use the VICIdial Non-Agent API's add_lead function to push records from any CRM into a campaign list in real time, without touching the VICIdial admin panel.
Read postHow to Use the cm_send_url.agi Call Menu Script
cm_send_url.agi fires a URL defined in a VICIdial Settings Container from inside a Call Menu, letting you push call data to an external system without an agent.
Read postHow to Build Click-to-Dial With the VICIdial Agent API
The VICIdial Agent API's external_dial function lets your web app or CRM trigger an outbound call on an agent's live session with a single HTTP request.
Read postHow to Sync Call Dispositions Out of VICIdial
Pull call outcome codes from VICIdial into your CRM or data warehouse using the Non-Agent API's update_log_entry export and direct database queries on vicidial_closer_log.
Read postDiagnosing API integration failures with the API Log Report
When a CRM integration stops pushing leads or updating dispositions, the API Log Report filters by user, function, and result so you can see exactly what failed.
Read postHow to embed an iframe inside a VICIdial script
You can embed an iframe in the VICIdial Script Text field to load an external page inside the agent's SCRIPT tab, with live lead data passed as URL parameters using --A--field--B-- tokens.
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