FAQs in this section
What is the Ducom integration with Vtiger CRM?
How do I integrate Duocom with Vtiger CRM?
How do I configure Vtiger settings in My Web office?
What is the Telzio integration with Vtiger CRM?
How do I integrate Telzio with Vtiger CRM?
How can I get started with VICIdial integration?
Why is my agent not able to see
the incoming call pop-up?
Why is Click-To-Call not working for some agents?
Why are Outgoing Call records in the 'triggered' status even after calls are completed?
What is the Knowlarity integration with Vtiger?
How do I integrate Knowlarity with Vtiger?
How do I configure my Knowlarity credentials in Vtiger?
How to configure extension numbers for users?
How do I enable Vtiger integration in Knowlarity?
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call?
How do I create a transcript of voicemail messages?
Can I set up a Voicemail in Vtiger CRM?
How do I know what status a Phone call is in?
How do I link Phone Calls to Business Hours?
How do I create a transcript of phone calls?
How do I make a phone call to my customer?
Can I set up a voicemail from the Phone Calls module?
How do I see the details for each phone call I have made?
Can I save my phone calls as text copies or transcripts?
Can I call my customers directly from my laptop or desktop?
Can I transfer a call to the CRM?
How do I make a phone call from Vtiger CRM?
In which editions of Vtiger CRM is the Phone Calls module available?
Can I use multiple gateways or service providers to make calls?
Where do I add a phone number to use in the Phone Calls module?
What are the features available in the Phone Calls module?
Where do I see the details of all the calls I have made?
What are the telephony gateways that are integrated with Vtiger CRM?
How is the Phone Calls module useful?
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call?
Can you record calls using the Phone Calls module in Vtiger CRM?
What is the Customer Sentiments feature in Vtiger CRM?
What is the Call Notes feature in Vtiger CRM?
What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM?
What is the Incoming Call Pop-up feature in Vtiger CRM?
How do I configure Plivo as a Normal gateway in Vtiger CRM?
Where is the recording of my calls stored in Vtiger CRM?
How do I configure Plivo as a client gateway in Vtiger CRM?
What is PHLO Support for Plivo?
What is the Vtiger Asterisk Connector?
What do I need to install the Asterisk Connector?
How do I use the Phone Calls module in Vtiger CRM?
How do I set up Plivo with Vtiger CRM?
How many gateways can I set up for Asterisk in Vtiger CRM?
How do I configure Asterisk in Vtiger CRM as a Normal gateway?
Is it necessary to create an account in VICIdial?
How do I set up Vicidial in my CRM account?
Why is the Recording Link not Working in Vtiger?
How do I configure Exotel in Vtiger CRM?
What is VICIdial?
What are the benefits of VICIdial integration?
Which versions of VICIdial does Vtiger support?
Is VICIdial integration available in the Sales Starter edition in Vtiger CRM?
Is it necessary to install the Phone Calls to enable VICIdial in the CRM?
How do I add my VICIdial User ID in Vtiger CRM?
How do I get VICIdial incoming call pop-ups in the CRM?
How does Exotel integration work with Vtiger?
How do I set up the recording filename for VICIdial?
How do I install the Vtiger Asterisk Connector?
Table of Contents
Follow these steps to install the Vtiger Asterisk Connector:
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Trunks: Select any one of the outbound trunk, say “XYZ” from FreePBX.
Add new context for handling outbound calls.
; --- START ---- [vtiger_outbound] exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi) ; --- END ---
OR
Include below dial plan within existing context, say “Outgoing”
exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi)
b. Inbound Calls:
Add new context for handling inbound calls. And make this context as default in FreePBX Settings > Asterisk SIP Settings > Default Context = vtiger_inbound.
; --- START ---- [vtiger_inbound] exten => 123456789,1,Agi(agi://0.0.0.0/incoming.agi) exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi) ; --- END ---
where 123456789 - Inbound DID
OR
Include below dial plan within existing inbound context, say “from-internal” assuming all incoming calls are routed to this context.
[from-internal] … … exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi)
Note:
AMI user added in the connector config file should have the following permissions.
;---------START---------- read = all,system,call,log,verbose,command,agent,user,config, originate write = all,system,call,log,verbose,command,agent,user,config, originate;---------STOP
xx.xx.xx.xxx is our Vtiger Server IP, added under permit field.
permit = xx.xx.xx.xxx/255.255.255.0
yy.yy.yy.yyy is our Asterisk server IP, added under the permit field.
permit = yy.yy.yy.yyy/255.255.255.0
Refer VtigerAsteriskConnector config file.
ServerIP = 127.0.0.1 ServerPort = 56002 [pick a unused port] AsteriskServerIP = 127.0.0.1 AsteriskServerPort = 5038 AsteriskUserName =admin AsteriskPassword = xxxxxxxxx
b. Outbound Context = Vtiger_outbound
It must match a context in extensions.conf, in that context you must have exten => _X.,1,agi(agi://0.0.0.0/incoming.agi).
c. Outbound Trunk = XYZ
It must match the trunk name added in FreePBX.
To know more about the features and benefits of this integration, please check Asterisk + Vtiger CRM.
- Click on the link to download Vtiger Asterisk Connector.
- Unzip the application package (VtigerAsteriskConnector.zip) to any path in Asterisk Server.
- Unzip VtigerAsteriskConnector.zip
Asterisk Server | |
ServerIP | IP on which the Vtiger Asterisk Connector will be running. (Preferably use 0.0.0.0) |
ServerPort | Port on which Vtiger Asterisk Connector has to run on your server. |
StorageDir | Path to store the Asterisk Call Recordings in your Asterisk server. |
AsteriskAppDBPath | Path to store the Vtiger Asterisk Connector database file in your server. |
AsteriskServerPort | Port on which Asterisk Server is running. |
AsteriskUsername | Username configured in manager.conf of your Asterisk Server. |
AsteriskPassword | Password configured in manager.conf of your Asterisk Server. |
Vtiger | |
VtigerURL | Copy and Paste the callback URL that is generated in your Vtiger Instance. You can find this under the PhoneCalls settings page. |
VtigerSecretKey | Copy and Paste the Vtiger Secret Key that is generated in your Vtiger Instance. You can find this under the PhoneCalls settings page. |
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Changes Required in Asterisk Server
- Edit Asterisk Extensions configuration file: (extensions. conf)
; --- START ---- [vtiger_inbound] exten => DID,1,Agi(agi://0.0.0.0/incoming.agi) exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi) ; --- END --- --- START ---- [vtiger_outbound] exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi) ; --- END ---
Add the above two contexts in extensions.conf OR include the below dial plan within the existing context (both inbound and outbound context).
exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi)
Note:- _X = pattern to accept any number as an extension
- 0.0.0.0 = VtigerAskteriskConnector_ServerIP (or the one configured in VtigerAskteriskConnector/VtigerAskteriskConnector.properties)
- DID = DID provided by your service provider.
- Edit the Asterisk cdr configuration file: (cdr_manager.conf) and modify the “enabled” field as shown below:
;--- START --- enabled = yes ;--- END --- - Edit Asterisk manager configuration file: (manager.conf)
Add Vtiger IP in the ACL (Access Control List) under the username configured in VtigerAskteriskConnector/VtigerAskteriskConnector.properties as shown below:
;--- START --- permit = Vtiger_IP/255.255.255.0 ;--- END ---
Add Asterisk server IP under permit field as Vtiger Connector uses same IP to for AMI login.
;--- START --- permit = ASTERISK_IP/255.255.255.0 ;--- END ---
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Here is a configuration example
Trunks: Select any one of the outbound trunk, say “XYZ” from FreePBX.Context
a. Outbound Calls: [Should be part of trunk = XYZ]Add new context for handling outbound calls.
; --- START ---- [vtiger_outbound] exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi) ; --- END ---
OR
Include below dial plan within existing context, say “Outgoing”
exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi)
b. Inbound Calls:
Add new context for handling inbound calls. And make this context as default in FreePBX Settings > Asterisk SIP Settings > Default Context = vtiger_inbound.
; --- START ---- [vtiger_inbound] exten => 123456789,1,Agi(agi://0.0.0.0/incoming.agi) exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi) ; --- END ---
where 123456789 - Inbound DID
OR
Include below dial plan within existing inbound context, say “from-internal” assuming all incoming calls are routed to this context.
[from-internal] … … exten => _X.,1,Agi(agi://0.0.0.0/incoming.agi)
Note:
- For an incoming call, the Asterisk server will not send the start and end times to CRM when it is still ringing or in on-going-progress. In order to create a Phone call record in CRM, you need to fill in the start time, as the current time on CRM is set as default. After the call is completed, the Asterisk server notifies CRM about the call details, including the actual start time and end time of the phone call. You can view the call details in the respective Phone call record.
- On triggering a call via Asterisk provider, the record ID is sent to the provider.
Asterisk Manager Settings
AMI user added in the connector config file should have the following permissions.
;---------START---------- read = all,system,call,log,verbose,command,agent,user,config, originate write = all,system,call,log,verbose,command,agent,user,config, originate;---------STOP
xx.xx.xx.xxx is our Vtiger Server IP, added under permit field.
permit = xx.xx.xx.xxx/255.255.255.0
yy.yy.yy.yyy is our Asterisk server IP, added under the permit field.
permit = yy.yy.yy.yyy/255.255.255.0
Vtiger Settings
- Go to CRM Settings – > Extensions –> Phone Calls.
- Add the following configuration:
Refer VtigerAsteriskConnector config file.
ServerIP = 127.0.0.1 ServerPort = 56002 [pick a unused port] AsteriskServerIP = 127.0.0.1 AsteriskServerPort = 5038 AsteriskUserName =admin AsteriskPassword = xxxxxxxxx
b. Outbound Context = Vtiger_outbound
It must match a context in extensions.conf, in that context you must have exten => _X.,1,agi(agi://0.0.0.0/incoming.agi).
c. Outbound Trunk = XYZ
It must match the trunk name added in FreePBX.
To know more about the features and benefits of this integration, please check Asterisk + Vtiger CRM.
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