CRM and API integration

› VitalPBX Community Support › General Discussion › CRM and API integration

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    • April 15, 2020 at 4:04 pm
    kbohannon
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    Anyone have any luck getting Salesforce or any other CRM to use the API? I’m only a Zapier-level API person, so I am looking for some guidance.

    Kerry Bohannon
    Amicus Voice, LLC

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    • April 15, 2020 at 4:09 pm
    Jose Miguel Rivera
    Keymaster
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    What kind of integration do you need to do? by now the VitalPBX’s API only allows getting information of the PBX.

    You may found the documentation in the following link:

    https://documenter.getpostman.com/view/5481262/S17rvTgc?version=latest

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    • April 15, 2020 at 4:14 pm
    kbohannon
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    The simplest of all integrations: I just need to get CDR information or even better voicemail recordings, to sync with a CRM like Salesforce or PipeDrive.

    Kerry Bohannon
    Amicus Voice, LLC

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    • April 16, 2020 at 1:16 am
    Jose Miguel Rivera
    Keymaster
    NI
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    All is documented in postman

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    • April 16, 2020 at 10:38 am
    Mrshanks
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    I agree that would be great. There are a lot of customers who use third party CRMs that want a quick way for us to plugin the api key and other relevant authentication to their app and suddenly they have the ability to view screen pops and know who is calling (apart from the phonebook of course).

    I think we should raise some development capital to get this done. I’m down to contribute if others are.

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    • April 9, 2021 at 7:14 am
    briansmith84
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    Agreed. CRM integrations are one of the most important features now. I wouldn’t even call it a feature; it’s standard just about everywhere with all the major CRM players.
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