[Asterisk-Users] CRM integration (was RE: CallerID)

mattf mattf at vicimarketing.com
Wed May 25 08:12:05 MST 2005 

The method we use for web popups on incoming calls in the astGUIclient
client app that we are working on for release next week is to use
AJAX(Javascript + XMLHTTPRequest) It works in Firefox and IE5+ and doesn't
require any META refreshes. We've been using this internally for the last
month and it works great.

MATT---


-----Original Message-----
From: Anton Krall [mailto:akrall-lists at intruder.com.mx]
Sent: Wednesday, May 25, 2005 10:41 AM
To: 'Asterisk Users Mailing List - Non-Commercial Discussion'
Subject: RE: [Asterisk-Users] CRM integration (was RE: CallerID)


As one of the members said. The idea behind this is not to have to install
any app on the computer but base everything on web apps. Im still trying to
find out how to mix everything together but it's a mixture of Asterisk
Manager usage and some PHP coding for example.

You can probably just open a web page, and it will show you the callerid of
whos calling you, provided you first told the web page your extension number
or technology, like SIP/myextension so it can check the manager and see when
a Dial is executed and extract the callerid.

After that, it can probable just open a new browser automatically and insert
the callerid or whatever into a URL for your CRM.

It doesn't seem to be complicated but for example, the things that bother me
are refreshes, I don't want to use meta refreshes for this monitoring
webpage every X seconds, rather, use something more realtime... Any ideas? 

|-----Original Message-----
|From: asterisk-users-bounces at lists.digium.com 
|[mailto:asterisk-users-bounces at lists.digium.com] On Behalf Of 
|Iassen Hristov
|Sent: Miércoles, 25 de Mayo de 2005 09:15 a.m.
|To: asterisk-users at lists.digium.com
|Subject: [Asterisk-Users] CRM integration (was RE: CallerID)
|
|I am also very interested in CRM integration. Anything I can 
|do to help?
|
|One thing I don't understand is how is the browser being 
|launched on the person's PC. Or is it not launched automatically?
|
|Anyone know of a simple app running on the desktop to do this? 
|I looked into IPSwithcBoard and it appears like it should be 
|able to do the job,
|but: 
|a) It is pretty heavy - it does a lot of other things that are 
|not necessary in this scenario
|b) it did not work for me. It gives me a bunch of exceptions 
|when connecting to my Asterisk box.
|
|---
|Iassen Hristov
|
|> ------------------------------
|> 
|> Message: 3
|> Date: Tue, 24 May 2005 22:03:48 -0500
|> From: "Anton Krall" <akrall-lists at intruder.com.mx>
|> Subject: RE: [Asterisk-Users] CallerID
|> To: "'Asterisk Users Mailing List - Non-Commercial Discussion'"
|> 	<asterisk-users at lists.digium.com>
|> Message-ID: <20050525030734.496055B40F4 at intruder.com.mx>
|> Content-Type: text/plain;	charset="us-ascii"
|> 
|> Hi Michiel.
|> 
|> Could We do that? Could you help me disect your apis so I can better 
|> understand what you are doing? I code in php so mustly what 
|We need to 
|> do is understand what you are doing to your DB, etc.
|> 
|> Let me know what to do.
|> 
|> Thx! And I sure think this is going to be a great addon to the list 
|> for everybody looking to use php and integrate CTI into apps like 
|> SugarCRM, salesforce.com, etc.
|> 
|>| -----Original Message-----
|>| From: asterisk-users-bounces at lists.digium.com
|>| [mailto:asterisk-users-bounces at lists.digium.com] On Behalf 
|Of Michiel 
|>| van Baak
|>| Sent: Martes, 24 de Mayo de 2005 04:45 p.m.
|>| To: asterisk-users at lists.digium.com
|>| Subject: Re: [Asterisk-Users] CallerID
|>| 
|>| On 23:44, Tue 24 May 05, Anton Krall wrote:
|>|> I like you scenario Michiel!
|>|> 
|>|> Ok, I have sugarcrm installed on the same box as
|>| asterisk...What do I
|>|> need to do in order to, for example, start my softphone or 
|hardphone 
|>|> and when an incoming calls comes in, make a window popup 
|(web window 
|>|> that is) and show the contact window for that particular
|>| callerid on sugarcrm..
|>|> 
|>|> Any ideas? 
|>| 
|>| Anton,
|>| 
|>| We have this setup working in our webbased php app.
|>| The process is like this:
|>| When a call comes in, we launch a php agi script. This agi script 
|>| does a SQL query in our contacts database to see if one of our 
|>| customers has a phone number record that matches 
|${CALLERID}. If so, 
|>| it will put this customers database id in a temporary table. In our 
|>| application we have a php script that turns this table into a xml 
|>| file, and that xml file is read by a little javascript thing in our 
|>| php webbased app.
|>| 
|>| As you see it doesn't matter what phone/software you have on the 
|>| client, all is done in asterisk dialplan and the webbased app. I 
|>| think it should be possible to set the calleridname on the asterisk 
|>| channel so the phone will show it too, but we didn't care 
|about that 
|>| cause some of the phones are budgetones (yeah yeah I know, they are 
|>| getting replaced by GXP-2000's next week) and those wont show it 
|>| correctly
|>| 
|>| Have another look at the files in the tgz file on my website. 
|>| If you want we can have a look at it together and see how 
|we can get 
|>| this to work with sugarCRM.
|>| I'm not familiar with sugarCRM but I can have a look at it with you 
|>| if you want.
|>| If it is possible in sugarCRM to get a customers overview screen 
|>| using an url with parameters it should be very easy to modify our 
|>| scripts so it works with sugarCRM. If it works with html 
|post data it 
|>| will need some work, but a day should be enuf to fix that I think.
|>| 
|>| Right now we are not generating alerts of calls with a 
|callerid that 
|>| does not match one of our customers, but it can be done so it will 
|>| just show you the phone nr and not the customer name.
|>| 
|>| If you want to contact me off-list that's ok.
|>| But I think this is interesting enough for the list so 
|other ppl and 
|>| vendors can watch and start working on their projects ;)
|>| 
|>| Sorry for the long story, but this is an issue that, in my opinion, 
|>| really makes asterisk a HUGE added value product for business life.
|>| 
|>| Cheers,
|>| 
|>|> 
|>|> | -----Original Message-----
|>|> | From: asterisk-users-bounces at lists.digium.com
|>|> | [mailto:asterisk-users-bounces at lists.digium.com] On Behalf
|>| Of Michiel
|>|> | van Baak
|>|> | Sent: Martes, 24 de Mayo de 2005 02:14 p.m.
|>|> | To: asterisk-users at lists.digium.com
|>|> | Subject: Re: [Asterisk-Users] CallerID
|>|> | 
|>|> | On 11:18, Tue 24 May 05, Anton Krall wrote:
|>|> |> Anyway that works would be nice :) What I would like to do
|>|> | Is get the
|>|> |> callerid and then pass that parameter in order to open 
|a http url 
|>|> |> containing the callerid to pass or open a CRM webpage
|>| like SugarCRM.
|>|> |> 
|>|> | 
|>|> | Why is it that you want to do this client side ?
|>|> | In my opinion it's better to do this on the server.
|>|> | That way you really benefit of a web-based application like
|>| sugarCRM.
|>|> | Webbased apps are made so you don't have to carry your own
|>| pc to get
|>|> | into the app. Why not do the same with callerID?
|>|> | 
|>|> | Senario:
|>|> | Sitting on a beach on a tropical island, enjoying a nice drink.
|>|> | You still want to make money so you use a webbased app with your 
|>|> | laptop. Softphone logged in to the * box.
|>|> | A server-side handled callerID mechanism would be the 
|way to go if 
|>|> | you ask me.
|>|> | --
|
|
|
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