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API ɗin CRM kyauta

API ɗin CRM kyauta

Kasa da shekara guda da ta gabata, mun gabatar da tsarin CRM kyauta wanda aka haɗa tare da PBX kyauta. A wannan lokacin, kamfanoni 14 da ma'aikata 000 sun yi amfani da shi.
Yanzu muna ba da buɗaɗɗen ƙirar API, wanda yawancin ayyukan ZCRM ke samuwa. API ɗin yana ba ku damar amfani da CRM don kowane tashoshi na tallace-tallace.
A ƙasa mun ɗan bayyana aikin tare da API da ayyukan da ake da su. An kuma ba da misali mai sauƙi amma mai amfani da aiki: rubutun don ƙirƙirar jagora daga wani nau'i a kan shafin.

A taƙaice game da CRM kyauta

Mu dena bayanin menene CRM. CRM kyauta Zadarma yana goyan bayan duk daidaitattun ayyukan ajiyar bayanan abokin ciniki. Ana adana bayanan a cikin abincin abokin ciniki. Hakanan, ban da bayani game da abokan ciniki, mai sarrafa ɗawainiya mai dacewa yana samuwa tare da nuni ga kowane dandano (kalandar, kanban, jeri). Duk wannan yana samuwa ga ma'aikata 50+ kuma an haɗa shi tare da wayar tarho (ciki har da kira daga mai bincike ta amfani da fasahar WebRTC).
API ɗin CRM kyauta
Menene ma'anar kyauta? Babu jadawalin kuɗin fito na ZCRM ko sabis da za ku biya. Abinda kawai za ku biya shine kiran waya da lambobi (bisa ga jadawalin kuɗin fito, alal misali, kuɗin kowane wata don lamba a Moscow shine 95 rubles ko London shine 1 euro). Kuma idan kusan babu kira? Kusan ba sai kun biya ba.
CRM kyauta yana aiki yayin da PBX Zadarma kyauta ke aiki. Bayan rajista, PBX yana aiki don makonni 2, a nan gaba ya zama dole don sake cika asusun don kowane adadin 1 lokaci a cikin watanni 3. Yana da wuya a yi tunanin ofishin da ke buƙatar CRM da PBX, amma ba a buƙatar lamba ko kira kwata-kwata.

Me yasa kuke buƙatar API don CRM kyauta

Ci gaban ZCRM baya tsayawa na minti daya, manyan ayyuka da yawa da yawa sun bayyana. Amma mun fahimci cewa don gabatar da tsarin aiki na gaske, kuma ba kawai littafin rubutu mai hankali ba, haɗin wayar tarho bai isa ba.
Yawan lambobin sadarwa tare da abokin ciniki, mafi kyau, kuma lambobin sadarwa na iya bambanta sosai. Godiya ga API, zaku iya shigar ta atomatik (ko, akasin haka, karɓa) bayanai game da abokin ciniki / jagora da ayyuka ba tare da wata matsala ba. Godiya ga wannan, yana yiwuwa a haɗa kowane tashoshi na sadarwa tare da abokan ciniki da kowane tsarin sarrafa kansa.
Godiya ga API, ana iya amfani da ZCRM kyauta ta kowace hanya, ko dai gabaɗaya ko a sashi. Misali, azaman hanyar sadarwa mai dacewa don aiki tare da tushen abokin ciniki na kamfani, ko azaman mai tsara tsari mai sauƙi.
Da ke ƙasa akwai misalin irin wannan tashar - haɗawa da siffofin gubar CRM akan rukunin yanar gizon. Daga baya a kan rukunin yanar gizon za mu ba da wasu misalai, misali, ƙirƙirar ɗawainiya don kiran abokin ciniki baya (kiran da aka jinkirta).

Hanyoyin ZCRM API na asali

Tun da akwai hanyoyi guda 37 da ake da su a cikin ZCRM API, za mu dena kwatanta su duka, za mu kwatanta manyan ƙungiyoyin su kawai tare da misalai.
Ana samun cikakken jeri tare da misalai akan gidan yanar gizon a Bayanin CRM API.

Yana yiwuwa a yi aiki tare da ƙungiyoyin hanyoyi masu zuwa:

  • Abokan ciniki (jeri na gaba ɗaya, zaɓi daban-daban, gyarawa, sharewa)
  • Tags da ƙarin kaddarorin abokan ciniki
  • Ciyarwar abokin ciniki (kallo, gyarawa, share shigarwar a cikin ciyarwar abokin ciniki)
  • Ma'aikata na abokin ciniki (tunda abokin ciniki yawanci ƙungiya ce ta doka, yana iya samun 'yan ma'aikata kaɗan)
  • Ayyuka (duk ayyuka don aiki tare da ayyuka)
  • Jagora (kamar haka, duk ayyuka)
  • Masu amfani da CRM (bayyana jerin masu amfani, haƙƙoƙin su, saitunan su, lambobin sadarwa da lokutan aiki)
  • Kira (yana mayar da lissafin kira)

Tun da tsarin Zadarma API ɗin da ake amfani da shi, dakunan karatu a cikin PHP, C #, Python sun riga sun kasance don shi akan Github.

Misalin Amfani da API

Misali mafi sauƙi amma mafi amfani shine ƙirƙirar gubar daga nau'i. Don kiyaye lambar zuwa ƙaranci, wannan misalin ya ƙunshi ainihin bayanan jagora kawai. Misali irin wannan, amma tare da sharhi daga abokin ciniki (yawanci a cikin kowane nau'i) yana samuwa a cikin blog Kan layi. An rubuta misalan rubutun a ciki PHP ba tare da ginshiƙai sabili da haka sauƙin shigar.
Misalin nau'in html don ƙirƙirar gubar:

<form method="POST" action="/ha/zcrm_leads">
   <label for="name">Name:</label>
   <br>
   <input type="text" id="name" name="name" value="">
   <br>
   <label for="phone">Phone:</label><br>
   <input type="text" id="phone" name="phones[0][phone]" value="">
   <br>
   <label for="phone">Email:</label><br>
   <input type="text" id="email" name="contacts[0][value]" value="">
   <br>
   <br>
   <input type="submit" value="Submit">
</form>

Wannan fom yana da sauƙin gaske don kada a yi lodin labarin. Ba shi da ƙira, babu captcha, babu filin sharhi. Akwai sigar da filin sharhi akan shafinmu (ana ƙara sharhin zuwa abincin abokin ciniki bayan an ƙirƙiri jagorar).

Kuma a zahiri misalin PHP don ƙirƙirar jagora tare da bayanai daga tsari:

<?php
$postData = $_POST;
if ($postData) {
   if (isset($postData['phones'], $postData['phones'][0], $postData['phones'][0]['phone'])) {
       $postData['phones'][0]['type'] = 'work';
   }
   if (isset($postData['contacts'], $postData['contacts'][0], $postData['contacts'][0]['value'])) {
       $postData['contacts'][0]['type'] = 'email_work';
   }
   $params = ['lead' => $postData];
   $params['lead']['lead_source'] = 'form';

   $leadData = makePostRequest('/v1/zcrm/leads', $params);
   var_dump($leadData);
}
exit();

function makePostRequest($method, $params)
{
   // замените userKey и secret на ваши из личного кабинета
   $userKey = '';
   $secret = '';
   $apiUrl = 'https://api.zadarma.com';

   ksort($params);

   $paramsStr = makeParamsStr($params);
   $sign = makeSign($paramsStr, $method, $secret);

   $curl = curl_init();
   curl_setopt($curl, CURLOPT_URL, $apiUrl . $method);
   curl_setopt($curl, CURLOPT_CUSTOMREQUEST, 'POST');
   curl_setopt($curl, CURLOPT_POST, true);
   curl_setopt($curl, CURLOPT_CONNECTTIMEOUT, 10);
   curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
   curl_setopt($curl, CURLOPT_SSL_VERIFYPEER, false);
   curl_setopt($curl, CURLOPT_SSL_VERIFYHOST, false);
   curl_setopt($curl, CURLOPT_POSTFIELDS, $paramsStr);
   curl_setopt($curl, CURLOPT_HTTPHEADER, [
       'Authorization: ' . $userKey . ':' . $sign
   ]);

   $response = curl_exec($curl);
   $error = curl_error($curl);

   curl_close($curl);

   if ($error) {
       return null;
   } else {
       return json_decode($response, true);
   }
}

/**
* @param array $params
* @return string
*/
function makeParamsStr($params)
{
   return http_build_query($params, null, '&', PHP_QUERY_RFC1738);
}

/**
* @param string $paramsStr
* @param string $method
* @param string $secret
*
* @return string
*/
function makeSign($paramsStr, $method, $secret)
{
   return base64_encode(
       hash_hmac(
           'sha1',
           $method . $paramsStr . md5($paramsStr),
           $secret
       )
   );
}

Kamar yadda kake gani, aiki tare da API abu ne mai sauƙi, kuma akwai misalan aiki a kai PHP, C#, Python. Don haka, ba tare da wata matsala ba, zaku iya dacewa da sauƙi mai sauƙi CRM cikin kowane gudanawar aiki, tunda kun karɓi aiki da kai tare da ƙaramin jini.
ZCRM yana ci gaba koyaushe kuma kusan dukkanin sabbin abubuwa za su kasance ta hanyar API.
Muna kuma gayyatar ku don haɗa tsarin tsarin ku na yanzu tare da CRM da PBX Zadarma kyauta.

source: www.habr.com

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