You can send leads from FLG into DXI Dialler (including Easycallnow Dialler and Difference Corporation Dialler).
What You'll Need
- Your API Hostname (if you've been given one).
- Your API Username.
- Your API Password.
- A dataset number.
Contact the dialler's customer support to obtain these.
Note: The username/password needed is for the API, and is usually different from your main dialler credentials.
Setting Up the Integration
In FLG, add a webhook as a lead type action:
- Go to Settings > Lead Groups > Lead Types and edit the relevant lead type.
- In the Actions section, click Add New Action.
- Choose Webhook.
- Click the red Click to Configure button.
- Choose the webhook type DXI Dialler (New Record) and enter your API hostname, username, password and dataset number.
- Click Apply Settings.
- Choose the event to trigger the action (e.g. Received creates a lead in the dialler as soon as it's received in FLG).
- Click Update to save the webhook.
Important Things to Know
- Using webhooks on different events (with conditions) lets you send leads to the dialler only at a certain status - e.g. event status changed with condition status is the value Interested.
- First name, last name, phone number, alternative phone number, address, town/city and postcode are always passed across.
- The FLG phone number maps to ddi_home; the alternative number maps to ddi_mobile.
- If the dialler has a field named email (or a variation), the lead's email address is saved there.
- To send additional FLG fields across, name the dialler fields data1, data2, etc.
- To give the dialler the FLG lead ID (our reference number), add a field in the dialler called flgid. This is required for screen pop, below.
Setting Up Screen Pop
Screen pop lets you work within FLG whilst on a call through the dialler - the lead pops up when a call comes in.
- First, make sure you've added flgid as a field in the dialler (see above).
- In the dialler, edit the queue your calls come in through.
- Add the following JavaScript code to the Script Text box (use the On Call (default) agent page):
<script type='text/javascript'>
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