Setting up click-to-call features
Bitrix24 supports the click-to-call function, when a call is made by clicking on a phone number in the portal. Technically it looks like this:
After the user clicks on the phone in the portal, the command goes to the module;
The module sends the originate command to Asterisk (parameters can be adjusted in the config file and customizer);
Asterisk dials first to the operator. When he picks up the phone, Asterisk will send an external call to the client.
When using IAX2 peers, the click-to-call function will not work.
Configuring click-to-call in the module admin panel
There are two options for enabling:
Open port 8077 on the router to receive external requests from Bitrix24;
Or use our click-to-call server to send requests.
For the first option:
Specify your external (!) IP address in the “Address for requests from Bitrix” field in the admin panel section Settings → Module (see figure) – use the url address format (indicating the protocol);
Forward port 8077 on the router - a request from B24 will be sent to it, transmitted to the module, and the module will send a "call" command to Asterisk.
Second option
If you don't want to open the port, then you can use an external click-to-call server.
To do this, enable the option in the admin panel section Settings → Bitrix24 (see figure).
In order for click-to-call to work, you need to define the format of the callto links in the portal and set the Asterisk Integration application to process these links.
1. Define callto link format
Path to settings: CRM → Settings → Other → Other settings → Formatting (see figure).
There, for the "callto" link output format, select "Call via Bitrix24 telephony"
2. Set default app for outgoing calls
Telephony → Telephony settings → General settings (see figure)
In the field “Number for outgoing calls by default” select the item: “Application: Integration with Asterisk”.
If the application is not in the list, then most likely the connection with the server part has not been established: either the module is not running, or the module has not been authorized in the portal and needs to be checked through the admin panel.
4. Setting up Bitrix24 user profiles
For the module to work correctly, users must have an internal phone number on the portal. Internal phone number from user profile will be used to determine whom to show the card and whom to assign as responsible for lead or contact.
Important: If the user does not have an internal number, then calls and leads of this user will not be sent to the portal
The first quick way to specify extension numbers is through the list of telephony users:
Telephony → Telephony settings → Telephony users.
The user only needs to specify an extension number. The application is used by default. Leave the phone unconnected.
The second way is to add an extension number directly through the employee profile.
Important: If you use the FollowMe function (transferring an incoming call to a cell phone), then this cell phone must be specified in the profile.
5. Features of setting up click-to-call in the boxed version of 1C-Bitrix24 in a closed network
To be able to make calls (click-to-call) from the boxed version of Bitrix24 in a closed network, you need to make changes to the file
/home/bitrix/www/bitrix/php_interface/dbconn.php,
which can be found through the 1C-Bitrix24 administrative interface in the section
Content → Site structure → Files and folders → bitrix → php_interface → dbconn.php
Add the following code to the file:
where instead of :8077 enter the internal address of your server with the integration module installed.
If you do not use the code above, then the Asterisk server should allow incoming requests from the address https://oauth.bitrix.info
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