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FreePBX/Elastix/Trixbox-SugarCRM Integration
General notice:The Sugar CRM integration consists of two modules
for each party. One module is for Elastix/FreePBX and the second
one for SugarCRM.Both these modules are "upgrade safe" so SugarCRM
updates or studio changes will have no affect on SugarCRM module.
Also the Elastix/FreePBX can be installed by standard module
installer and will only affect the dial plan .Unfortunately Elastix
1.6 or FreePBX 2.5 requires one file change but since Elastix
2.0the dialplan is already changed by functions so no extra changes
are required.
Now from the installer point of view:
Installation of SugarCRM:Once you are done with downloading of
CRM and install of SugarCRM module. The image below explains how
you can start with the installation process.
FreePBX/Elastix/Trixbox-SugarCRM Integration
http://www.topsoft.ro [email protected]
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The next step is configuring the relation between SugarCRM user
and Elastix extension. Here is how you can do it:Step 1: Go to the
admin section:
Step 2: Click "SugarCRM VOIP Connector" and as you do so, you
will be redirected to a module to assign users to extensions.(
Refer Images)
FreePBX/Elastix/Trixbox-SugarCRM Integration
http://www.topsoft.ro [email protected]
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Step 3: Now install Elastix module (It can now be done in
FreePBX module admin)
Step 4 : Configure SugarCRM connection data (you need
url,username and password for this) The usename and password are
needed for security reasons so that only a registered user can
access SugarCRM module. This section maybe should be included in
Elastix links.Voila! Your installation is complete.
FreePBX/Elastix/Trixbox-SugarCRM Integration
http://www.topsoft.ro [email protected]
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After SugarCRM and Elastix installation configurations :
For inbound calls (only for ring groups):When inbound call
arrives Elastix connects to SugarCRM and searches for the phone
number.Also at this point SugarCRM creates a "Call" record for this
call. If the phone number is assigned to a Contact/Lead/Account the
associated name will be returned to Elastix and will alter the
CALLERID(name) so the name is related to SugarCRM as well.
Also the "Call" record will be related to corresponding
Contact/Lead/Account so you will also have a clear history of
previous actions for Contact/Lead/Account. Contact/Lead/Account
will be displayed on Elastix extensions sip phones or the ones you
are using.
Now when an agent (Elastix extension) will pick the call, his
action will be tracked in SugarCRMand will mark the "Call" record
as call "Answered"After the call is finished (answered or not), it
is updated in SugarCRM record again to enter the total duration and
moment when the call was ended or mark it as "Not Held"
For outbound calls (only PRO version):When users dials, a new
call, "Call" record will be created in the SugarCRM . Also the
"Call"record will be associated and updated to corresponding
Contact/Lead/Account . When the call is ended or not answered the
"Call" record in SugarCRM will be updated with corespondig
details.
Example of a SugarCRM list view of calls:
FreePBX/Elastix/Trixbox-SugarCRM Integration
http://www.topsoft.ro [email protected]
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Example of a "Call" record tracked in SugarCRM:
FreePBX/Elastix/Trixbox-SugarCRM Integration
http://www.topsoft.ro [email protected]
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Download and Support links:
SugarCRM
Module:http://www.topsoft.ro/sugarcrm_freepbx_elastix_trixbox/SugarCRM_VOIP_Connector_CE.zip
FreePBX/Elastix/Trixbox
Module:http://www.topsoft.ro/sugarcrm_freepbx_elastix_trixbox/sugarcrm-1.0.0.1.tar.gz
Support:http://www.topsoft.ro/product_info.php/cPath/53/products_id/213
Development:http://www.topsoft.ro/product_info.php/cPath/53/products_id/223
Pro
version:http://www.topsoft.ro/product_info.php/cPath/53/products_id/203
Contact us on www.topsoft.ro or [email protected] for any
question.
This software is released as it is.Danmar Computers can't be
reliable for any damages of any kind,no matter of free/paid
modules/development/customizations.
FreePBX/Elastix/Trixbox-SugarCRM Integration
http://www.topsoft.ro [email protected]