3cx salesforce

  1. Automatically New Contact Creation Not Working

    Hi there, We have had the 3CX salesforce integration running well and it was creating contact records automatically, within the last few months, Existing contacts load in Salesforce when the call is accepted, but new contacts don’t. Is there any way to achieve this? I edited my template...

  2. Separate Salesforce from other user groups

    Hi, We have a 3CX that is shared by 3 companies. The 3 companies are separated by user groups. One of the companies is looking to integrate their Salesforce with 3CX. By integrating the two, will Salesforce be pulling data from from the other 2 user groups as well, and if so, how can we have it...

  3. 3CX Salesforce Integration - Call Jouranling is not working properly

    Hi, I have set up the 3CX Salesforce integration following this manual: https://www.3cx.com/docs/salesforce-crm-integration/ (including creating a connected app in Salesforce). I connected with “Salesforce” integration template, because “SalesforceV2” was not working for me. However, with the...
    • Sarah B.
    • Thread
    • 3cx salesforce call journalling crm salesforce integration crm
    • Replies: 3
    • Forum: Salesforce

  4. Error occured while accessing Salesforce

    Hi, I have set up the 3CX Salesforce integration following this manual: https://www.3cx.com/docs/salesforce-crm-integration/ (including creating a connected app in Salesforce). When I want to connect with SalesforceV2 integration template, I am transfered to a page where I can login to...

  5. Can we Modify the Call Recordings Names stored in 3CX?

    Currently, call recording is being stored in 3CX with some names. So we want to save call recording with some pattern like [PhoneNumber_TodayDate]. Can this be happened as we want to match the call recording name with salesforce lead phone and can store recording under that lead? Please let me...
    • nkumar_CX3
    • Thread
    • 3cx salesforce access call recordings integration crm salesforce salesforce salesforce call journaling salesforcev2
    • Replies: 3
    • Forum: Other

  6. 3CX not creating Contact in Salesforce

    Hello, We have integrated 3CX with salesforce as per the guide instructions. We first did it with the sandbox and it was working smoothly, it was creating Contacts if not found in Salesforce or Creating tasks if contact/Lead was found. We switched that from Sandbox to Production but now it is...
    • Maaz.Ahmed
    • Thread
    • 3cx salesforce contact lookup crm crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 0
    • Forum: Salesforce

  7. Call Receiver should be Lead Owner in Salesforce

    Hello All, I'm working on the lead assignment part in salesforce coming from the 3CX system. So, how would I make the lead owner to the person who receive the call in the 3CX system. how to get the user details who receives call in 3CX to salesforce?
    • nkumar_CX3
    • Thread
    • 3cx salesforce crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 4
    • Forum: Salesforce

  8. Open lead page only for the agent who pick the call

    Hello all, As I'm new in 3CX to salesforce integration, my 3CX to saleforce connection works properly but I have a scenario where, there is a grooup and there are three members in the group. So, when a call redirect to the group, all three users will receive the call and the lead page will be...
    • nkumar_CX3
    • Thread
    • 3cx salesforce integration crm salesforce salesforce salesforce call journaling salesforcev2
    • Replies: 2
    • Forum: Other

  9. Call Recording to be shown in Salesforec

    Hello all, Is it possible or any way that we can store the call recording of 3CX in salesforce. I have connected connect 3CX to Salesforce as per the 3CX article but my other requirement is that, all call recoding of 3CX to be shown in salesforce. I tried to search it but could not find any...
    • nkumar_CX3
    • Thread
    • 3cx salesforce integration crm salesforce salesforce call journaling
    • Replies: 6
    • Forum: Other

  10. Integrate Salesforce with more than one 3CX server

    Hi there, Is it possible to integrate Salesforce with a few 3CX servers simultaneously? Is there any available documentation? Thank you!!!
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