Caller Data Retrieval¶

The integration of the PBX with your CRM allows the identification of the caller by their telephone number in your database and displaying the caller ID Pop-up.

Caller Data Retrieval is necessary in order to:

• display customer information on the phone
• Client ID storage in CDR (for later reporting)
• display the Caller ID Pop-up (via "backend_link"; set the variable in section "Projects")
• call routing IN (via "direct_line")
• call routing OUT (via "route_identifier")

Caller Data Retrieval can be done as it follows:¶

• Caller Data Retrieval from DB
• Caller Data Retrieval via Webservice
• Information Retrieval from PBX CRM (contacts sync via Excel or another sync API)
• Information Retreival from third party CRMs (Freshdesk, Hubspot, MiniCRM, Pipedrive, Salesforce, Ticketsys).
  The integration mode you choose must be discussed with the While1 Voice representative.

---

Available in other languages: RO