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EspoCRM Cloud version
Just testing while we await the extension to the EspoCRM extension family.
I was able to pull basic call data from 8x8 and populate the EspoCRM Call record.
Used a python script that contains
I created a field "Called" and still need to work out how best to display Contact and some of the other data available since the client mainly works in Leads. I threw the basics in description for now. May not be a solution but fun to try!
Customer has a transfer process for 1/2 their calls so each call has like 3 or more records between answer, hold, transfer, etc. So there's a last destination flag to mark the last record before hangup.
Happy to hear experiences or suggestions
Detail
_8x8
Just testing while we await the extension to the EspoCRM extension family.
I was able to pull basic call data from 8x8 and populate the EspoCRM Call record.Used a python script that contains
- EspoCRM API key
- 8x8
- Username and password
- API key
- PBX ID
- Mapping to EspoCRM fields
- EspoCRM API User named "8x8test"
- Giving that user a Role
- Assignment permissions = All
- Users Read = All
- Contacts Create Yes Read All Edit All
- Calls Create Yes Read All Edit All
- Creating the Call with assignedUserId
I created a field "Called" and still need to work out how best to display Contact and some of the other data available since the client mainly works in Leads. I threw the basics in description for now. May not be a solution but fun to try!
Customer has a transfer process for 1/2 their calls so each call has like 3 or more records between answer, hold, transfer, etc. So there's a last destination flag to mark the last record before hangup.
Happy to hear experiences or suggestions
Detail
_8x8