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Dawb CRM API

Dawb CRM API

Tsawg tshaj li ib xyoos dhau los, peb tau tshaj tawm CRM dawb kev koom ua ke nrog PBX dawb. Lub sijhawm no, 14 tuam txhab thiab 000 tus neeg ua haujlwm tau siv nws.
Tam sim no peb muab qhov qhib API interface, uas feem ntau ntawm cov haujlwm ntawm ZCRM muaj. API tso cai rau koj siv CRM rau txhua qhov kev muag khoom.
Hauv qab no peb piav qhia luv luv txog kev ua haujlwm nrog API thiab cov haujlwm muaj nyob. Ib qho piv txwv yooj yim tab sis muaj txiaj ntsig thiab ua haujlwm kuj tau muab: ib tsab ntawv rau kev tsim cov hlau lead los ntawm ib daim ntawv ntawm lub xaib.

Luv luv txog CRM dawb

Cia peb tsis txhob piav qhia tias CRM yog dab tsi. Dawb CRM Zadarma txhawb nqa txhua tus qauv siv cov ntaub ntawv khaws cia ua haujlwm. Cov ntaub ntawv khaws cia hauv tus neeg siv khoom noj. Tsis tas li ntawd, ntxiv rau cov ntaub ntawv hais txog cov neeg siv khoom, tus thawj tswj haujlwm yooj yim muaj nrog cov zaub rau txhua tus saj (daim ntawv qhia hnub, kanban, npe). Tag nrho cov no muaj rau 50+ tus neeg ua haujlwm thiab muaj kev sib koom ua ke nrog xov tooj (xws li hu xov tooj los ntawm tus browser siv WebRTC thev naus laus zis).
Dawb CRM API
Dawb txhais li cas? Tsis muaj ZCRM tariffs lossis cov kev pabcuam uas koj yuav tsum tau them rau. Qhov tsuas yog qhov koj yuav tsum tau them yog hu xov tooj thiab xov tooj (raws li cov nqi tshwj xeeb, piv txwv li, tus nqi txhua hli rau tus lej hauv Moscow yog 95 rubles lossis London yog 1 euro). Thiab yog hais tias yuav luag tsis muaj hu? Koj yuav luag tsis tas them.
Dawb CRM yog ua haujlwm thaum pub dawb PBX Zadarma yog nquag. Tom qab kev tso npe, PBX tau ua haujlwm rau 2 lub lis piam, yav tom ntej nws yog qhov yuav tsum tau rov ua kom tiav tus account rau ib qho nyiaj 1 zaug hauv 3 lub hlis. Nws yog qhov nyuaj rau kev xav txog lub chaw ua haujlwm uas xav tau CRM thiab PBX, tab sis tsis xav tau tus lej lossis hu rau txhua qhov.

Vim li cas koj thiaj xav tau API dawb CRM

Txoj kev loj hlob ntawm ZCRM tsis nres rau ib feeb, ntau lub zog loj thiab me tau tshwm sim. Tab sis peb nkag siab tias txhawm rau nthuav qhia qhov kev ua haujlwm tiag tiag, thiab tsis yog phau ntawv ntse xwb, kev sib txuas xov tooj tsis txaus.
Kev sib cuag nrog tus neeg siv ntau dua, qhov zoo dua, thiab kev sib cuag tuaj yeem sib txawv heev. Ua tsaug rau API, koj tuaj yeem nkag mus rau (lossis, ntawm qhov tsis sib xws, tau txais) cov ntaub ntawv hais txog tus neeg siv khoom / coj thiab ua haujlwm yam tsis muaj teeb meem. Ua tsaug rau qhov no, nws tuaj yeem txuas txhua txoj hauv kev sib txuas lus nrog cov neeg siv khoom thiab lwm lub tshuab automation.
Ua tsaug rau API, ZCRM pub dawb tuaj yeem siv txhua txoj hauv kev, tag nrho lossis ib feem. Piv txwv li, raws li ib qho yooj yim interface rau kev ua hauj lwm nrog ib tug neeg siv khoom, los yog raws li ib tug yooj yim lub sij hawm teem sij hawm.
Hauv qab no yog ib qho piv txwv ntawm xws li ib tug channel - txuas mus rau CRM coj cov ntaub ntawv ntawm lub site. Tom qab ntawm lub xaib peb yuav muab lwm cov piv txwv, piv txwv li, tsim ib txoj haujlwm hu rau tus neeg siv khoom rov qab (hloov hu).

Basic ZCRM API Methods

Txij li thaum muaj 37 txoj hauv kev muaj nyob hauv ZCRM API, peb yuav tsis kam piav qhia txhua tus ntawm lawv, peb yuav piav qhia tsuas yog lawv pawg tseem ceeb nrog cov piv txwv.
Ib daim ntawv teev tiav nrog cov piv txwv muaj nyob rau ntawm lub vev xaib ntawm Kev piav qhia ntawm CRM API.

Nws tuaj yeem ua haujlwm nrog cov pab pawg hauv qab no:

  • Cov neeg siv khoom (cov npe dav dav, cais xaiv, kho, tshem tawm)
  • Cim npe thiab cov khoom ntxiv ntawm cov neeg siv khoom
  • Cov neeg siv khoom noj (saib, kho, tshem tawm nkag hauv cov neeg siv khoom noj)
  • Cov neeg ua haujlwm ntawm tus neeg siv khoom (vim tus neeg siv khoom feem ntau yog ib qho chaw raug cai, nws yuav muaj ob peb tus neeg ua haujlwm)
  • Tasks (tag nrho functionality rau ua hauj lwm nrog cov hauj lwm)
  • Leads (zoo ib yam, tag nrho cov haujlwm)
  • Cov neeg siv CRM (tso tawm cov npe ntawm cov neeg siv, lawv txoj cai, chaw, kev sib cuag thiab sijhawm ua haujlwm)
  • Hu xov tooj (xa rov qab cov npe hu)

Txij li cov qauv Zadarma API uas twb muaj lawm yog siv, cov tsev qiv ntawv hauv PHP, C#, Python twb muaj rau nws ntawm Github.

Piv txwv kev siv API

Qhov piv txwv yooj yim tshaj plaws uas tseem ceeb tshaj plaws yog tsim cov hlau lead los ntawm ib daim ntawv. Txhawm rau khaws cov cai kom tsawg kawg nkaus, qhov piv txwv no tsuas muaj cov ntaub ntawv siv lead ua xwb. Ib qho piv txwv zoo sib xws, tab sis nrog cov lus pom los ntawm cov neeg siv khoom (feem ntau muaj nyob hauv txhua daim ntawv) muaj hauv blog Online. Cov ntawv piv txwv tau sau rau hauv PHP tsis muaj lub moj khaum thiab yog li yooj yim embedded.
Ib qho piv txwv ntawm daim ntawv html rau kev tsim cov hlau lead:

<form method="POST" action="/hmn/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>

Daim ntawv no yog qhov yooj yim heev kom tsis txhob overload tsab xov xwm. Nws tsis muaj kev tsim, tsis muaj captcha, tsis muaj lus teb. Ib tug version nrog cov lus teb muaj nyob rau ntawm peb cov blog (cov lus qhia ntxiv rau tus neeg siv khoom noj tom qab tsim cov hlau lead).

Thiab qhov tseeb yog PHP piv txwv rau kev tsim cov hlau lead nrog cov ntaub ntawv los ntawm daim ntawv:

<?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)
{
   // Π·Π°ΠΌΠ΅Π½ΠΈΡ‚Π΅ userKey ΠΈ secret Π½Π° ваши ΠΈΠ· Π»ΠΈΡ‡Π½ΠΎΠ³ΠΎ ΠΊΠ°Π±ΠΈΠ½Π΅Ρ‚Π°
   $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
       )
   );
}

Raws li koj tuaj yeem pom, ua haujlwm nrog API yog qhov yooj yim heev, ntxiv rau muaj cov piv txwv ntawm kev ua haujlwm PHP, C#, Nab hab sej. Yog li, tsis muaj teeb meem, koj tuaj yeem ua kom haum CRM dawb yooj yim rau hauv ib qho kev ua haujlwm, tau txais automation nrog cov ntshav me me.
ZCRM tab tom hloov mus tas li thiab yuav luag txhua yam tshiab yuav muaj los ntawm API.
Peb kuj caw koj los koom ua ke koj cov kab ke uas twb muaj lawm nrog CRM dawb thiab PBX Zadarma.

Tau qhov twg los: www.hab.com

Ntxiv ib saib