VICIDIAL CRM integration

You can popup your CRM page when Agents are receiving a call in VICIDIAL and pass Lead info using the POST method. if you want to pass custom fields info as well set CF_uses_custom_fields=Y in the URL as well. This setting can be set at the campaign level in the web form field.

Here is a sample on how to pass the parameters including custom fields.

http://www.mycrm.com?CALL_ID=--A--call_id--B--&uniqueid=--A--uniqueid--B--&ACTIVITY_RESULT=--A--dispo--B--&LEAD_ID=--A--lead_id--B--&PHONE_NUMBER=--A--phone_number--B--&ALT_PHONE=--A--alt_phone--B--&USER=--A--user--B--&PASS=--A--pass--B--&SESSION_ID=--A--session_id--B--&SQLDATE=--A--SQLdate--B--&CF_uses_custom_fields=Y&C_ACCOUNT_NO=--A--C_ACCOUNT_NO--B--&C_MIA=--A--C_MIA--B--&C_NET_FINANCING=--A--C_NET_FINANCING--B--&C_TOTAL_OUTSTANDING_BALANCE=--A--C_TOTAL_OUTSTANDING_BALANCE--B--&C_PRODUCT_TYPE=--A--C_PRODUCT_TYPE--B--&ACTIVITY_TYPE=--A--dialed_label--B--&product_type=--A--C_PRODUCT_TYPE--B-

The next step is to set "Get Call Launch" to web-form so that when an agent receives a call CRM page auto popup.

Omid Mohajerani