You are able to integrate with multiple types of dialler systems including DXI, Connex, and any dialler that utilises the ViCiDial framework
ViCiDial dialler
It's possible to send leads fr om FLG into any Dialler which supports VICIDIAL, there's also an option to upd ate the status of the lead in the dialler too.
Examples of some of the services which support VICIDIAL are:
- Hostcomm
- Bluetelecoms
- The IP address or hostname of your dialler.
- Your admin username.
- Your admin password.
- A list ID in the dialler (defaults to 999 if you don't supply one).
- The source that you want to attribute the records to ('flg' will be fine here).
Important: When you contact your dialler's support team, you may also need them to whitelist FLG's IP addresses, so we can reach your dialler. To get a list of the IP addresses that we use, please contact us.
DXI Dialler
It's possible to send leads from FLG into DXI Dialler (this includes Easycallnow Dialler and Difference Corporation Dialler).
To set up this integration, you will need:
- Your API Hostname (if you've been given one)
- Your API Username
- Your API Password
- A dataset number
Connex
- To set up this integration, you will need:
- The IP address or hostname of your dialler.
- Your admin username.
- Your admin password.
- A list ID in the dialler (defaults to 999 if you don't supply one).
- The source that you want to attribute the records to ('flg' will be fine here).
Important: When you contact the Connex support team, you may also need them to whitelist FLG's IP addresses, so we can reach your dialler. To get a list of the IP addresses that we use, please contact us.
Setting Up the Integration
In FLG you need to add a webhook as a lead type action:
- Go to 'Settings > Lead Groups > Lead Types' and edit the lead type that you want to send leads from.
- In the 'Actions' section, click 'Add New Action'.
- Choose 'Webhook'.
- Click the red 'Click to Configure' button.
- Choose the webhook type you need and enter the details you will have already gotten from the dialler (hostname/list ID, etc.)
- Click 'Apply Settings'.
- Choose the event you want to trigger the action (i.e. selecting on event 'Received' will create a lead in the dialler as soon as it's received in FLG).
- Click 'Update' to save the webhook.
- By adding webhooks on different events (maybe also using conditions), you can do really clever things like sending leads to the dialler only when they reach a certain status, let's say 'Interested' (choose 'status changed' as the event with a condition 'status is the value Interested'). That will create a lead when the status changes.
- The first name, last name, phone number, alternative phone number, address, town/city and postcode are always passed across.
- The phone number in FLG will be passed to the 'ddi_home' field and the alternative number will be passed into 'ddi_mobile'.
- If there's a field in the dialler named 'email' (or variations on it), we'll save the lead's email address there.
- To have additional fields in FLG sent across to the dialler, you should name the fields in the dialler 'data1', 'data2', etc..
- To give the dialler the FLG lead ID (our reference number) simply add a field in the dialler called 'flgid'. NOTE: This is required if you want to follow the instructions to set up screen pop.