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  • 👶Introduction to OMniLeads
  • 🚀OMniLeads installation methods
  • ⚙️Initial Configuration
  • 💬Chat Center (Pro)
  • 🎯CX Survey (Pro)
  • 📈Premium Reports (Pro)
  • 🎞️Video Calls (Pro)
  • ☎️Voice Channel Configuration
  • Copy of Configuración del Canal de Whatsapp
  • 🆗Whatsapp Channel Settings (Pro)
  • 🚧Wallboard for Business (Pro)
  • 〽️White Label (Pro)
  • 📤Whatsapp Bulk Messaging (Pro)
  • 💬Contact Campaigns
  • 🎧Agent handbook
  • 🛑Reports, recordings and monitoring
  • 📊Backoffice - Management audit
  • ☎️Integration between OMniLeads and PBXs
  • 🛠️IT administrator's tasks
  • 🧩CRM Integration
    • Interaction from OMniLeads to CRM
    • Interaction from CRM to OMniLeads
  • 🔐Security considerations
  • 📌OMniLeads RESTful API
  • 🗒️Release Notes
  • ❤️Community
  • 🎇About us
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🧩CRM Integration

CRM Integration

As mentioned in this documentation, OMniLeads allows us to have bi-directional interaction with a CRM system. That is why we are going to divide the configurations into two parts.

On the one hand:

  • Interacción desde OMniLeads hacia el CRM

    • Activar un nuevo CRM

    • Configuración de Campañas telefónicas con interacción CRM

    • Ejemplo 1: invocación a un CRM utilizando GET

    • Ejemplo 2: invocación a un CRM utilizando GET y Clean URLs

    • Levantar variables de canal personalizadas de Asterisk y pasarlas al CRM

While on the other hand we have:

  • Interacción desde el CRM hacia OMniLeads

    • Interrelación de entidades entre el CRM y OMniLeads

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Last updated 1 year ago