I need to connect my crm software ([login to view URL]) and my telephone software ([login to view URL]).
Both systems have an open api.
In my CRM software, I can set up an automated campaign to be executed over day, weeks or months. These campaigns can include webhooks, emails, texts, and more. The problem is, the CRM and my phone system have different phone numbers.
Project deliverable: Successful completion of this project will include
- The ability to schedule a series of text messages in my CRM to be sent out through my phone system.
- Instructions on how to format the webhook to parse record data into the body of the text message.
- System security. All Authorizations, id, and tokens must be stored and used in a safe manner.
Preference will be given to a solution that will achieve this go through native solutions. What I mean by this is directly linking the two systems without the requirement of 3rd party application or scripting.
Phone system api doc - [login to view URL]
CRM api doc - [login to view URL]