Newbie question - Lookup lead/contact based on Caller ID

[jasondeegan]

Hey group - here's an easy question for someone with just a little bit of experience...

I'm trying to integrate my SOAP API (v 5.2) with a new open-source communications-enabled BPM tool, StarPound. The idea is, on an incoming call, I want to lookup the caller ID in my SugarCRM DB. I could then use SP to route the call to the correct account rep or to the CSR queue...

I used SP and the WSDL to expose all my methods, but I don't see anything that retrieves contact / lead data based on a phone number input. And, given a phone number could be a lead or a contact, is there an API to do both at the same time (i.e. I don't care if they are a lead or a contact, just find out who it is...)

What am I missing?

Thanks!

Jason

[Angel]

I do something similar within my Skype link. The way I do it is just using get_entry_list() searching the Leads and Contacts modules independently.

I tried using the more generic search method, but ran into some issue with it that made it somewhat rigid for my needs if memory serves me.

[christianknoll]

To do this with a responsetime that provides you the nu,ber before the call is over ... .. you will need to write your own SOAP function. Can be done easily and is most likely also much easier than writing the search goiung back and forth with various saop calls. Just add a Soap functions where you add search logic by maybe also masking the phone number and then return whatever you want to return. You can look at our asterisk integration .. very similar only that the polling script does the search via AJAX from the SugarUI.

christian.

www.kinamu.com

Hey group - here's an easy question for someone with just a little bit of experience...

I'm trying to integrate my SOAP API (v 5.2) with a new open-source communications-enabled BPM tool, StarPound. The idea is, on an incoming call, I want to lookup the caller ID in my SugarCRM DB. I could then use SP to route the call to the correct account rep or to the CSR queue...

I used SP and the WSDL to expose all my methods, but I don't see anything that retrieves contact / lead data based on a phone number input. And, given a phone number could be a lead or a contact, is there an API to do both at the same time (i.e. I don't care if they are a lead or a contact, just find out who it is...)

What am I missing?

Thanks!

Jason