Building an Auto Dialer with the Freshsales REST API

Is it possible to build an auto dialer with the Freshsales REST API? The answer is yes!

A predictive dialer is an automatic calling system in which the system calls customers and then connects them to the agent on duty.

Using the Call Flow Designer application, the system can look up phone number data through the Freshsales REST API web interface with a flow roughly like this:

predictive_dialer_restAPI
auto_dialer_restAPI

1. Get Number: using the REST web service component, call the API to fetch numbers from the Freshsales CRM as follows:

/api/search?q=[query param]&include=[entities]

2. JSON /XML Parser Wizard, which parses the data the system needs, namely the phone number, so it can auto dial.

3. Once the phone number has been obtained, the system places the call using the Make Call function in Call Flow Designer.

4. The call result (success or failure) and an update about the number that was called must be sent back to the Freshsales CRM through the PUT function

/api/sales_activities/[:sales_activity_id]

This flow repeats continuously until there are no more phone numbers for the system to dial.

So it is entirely possible to build an auto dialer with the Freshsales REST API or any other CRM that supports a REST API.

Contact Us