Beta Integration with Zapier and the CRM Module

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Largely due to the efforts of @danilosm 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

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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.

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@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!

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

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

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I had a similar issue with syncing call data smoothly between the CRM module and outside tools. What helped me was setting up a webhook that sends call events to acupowererp.com, where we keep our customer data updated in real time. I used a simple POST with JSON and mapped the fields manually. It took some tweaking, but once set, it really cut down on missed leads and manual entries.

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