Beta Integration with Zapier and the CRM Module


(Lorne Gaetz) #1

Largely due to the efforts of @dsmaldone over the last few months, a new product integration for the CRM module is now available in Beta. Zapier is middleware that allows call events from your PBX to be published to any of the thousands of Zapier supported systems from CRMs, to notification apps, to chat to social media. You can find the FreePBX and PBXact integrations by searching for Sangoma at https://zapier.com/

You can read up on it in our wiki here: https://wiki.freepbx.org/display/PPS/Zapier+for+Sangoma


(Jared Busch) #2

That wiki page should make a note that this is part of the CRM module and not its own module.

It is implied in the sub page, but if this requires that, it should be right there on the main page.


(Danilo Smaldone) #3

@sorvani, just in case there is any confusion, Zapier it’s not part of Sangoma CRM: it’s an independent middleware. We developed the connector as per their specification to guarantee interoperability.
BTW I received your suggestion and put Sangoma CRM as a Pre-Requisite on the landing page https://wiki.freepbx.org/display/PPS/Zapier+for+Sangoma

Thanks for your great help!


(Jared Busch) #4

I understand, and I am very much looking forward to this integration.


(TheJames) #5

In today’s episode of James has a gist for everything apparently…