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
    Participant

    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.

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  • Replies
    • April 15, 2020 at 4:09 pm
    Jose Miguel Rivera
    Keymaster
    NI
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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
    Participant
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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.

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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
    Participant
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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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