api crm integration

  1. CRM integration for unsupported CRM's

    Hello everyone, I have a VTiger 7.4 opensource CRM setup. When I tried to integrate the CRM with my 3CX, it shows that it is not supported. I tried to install this VTiger API module but when I try manual authentication it shows me a 500 HTTP error: https://github.com/sardoj/VTRestfulAPI As I've...
    • Bajram
    • Thread
    • api crm integration api integration crm vtiger
    • Replies: 3
    • Forum: Other

  2. CRM Query set to Always - but not working

    Hi all, We have successfully integrated 3CX with our CRM . However, when we update a customer's record on our CRM with a different number and then testing with the number, 3CX returns the original customer record rather than the updated one. It doesn't appear to be time related as some records...
    • kevjones
    • Thread
    • api crm integration crm
    • Replies: 2
    • Forum: Other

  3. How to only open browser tab on answering a call

    Hi all, I am working with a client and we have successfully integrated 3CX with our CRM using the CRM Template Wizard which now opens a new browser tab with a customer's record in it matches the incoming caller's number. However, our client have a number of users concurrently logged in to 3CX...
    • kevjones
    • Thread
    • api crm integration crm
    • Replies: 3
    • Forum: Other

  4. CRM integration: need help with "Automatically open Contact URL when CRM Integration is Enabled"

    Hi community, I'm very new to crm integration with 3CX and hope you are able to help me on this: For weclapp crm integration I wrote a small template using 3CX CRM Template Generator. As scenario "contact lookup" is used, which works fine regarding getting caller details from crm and putting...
    • Christian Fuchs
    • Thread
    • api crm integration contact url weclapp
    • Replies: 12
    • Forum: Other

  5. Response Request

    I need to know how to get a response from a request Can anyone help me? Im using the movidesk api.
    • Luiz André
    • Thread
    • api api crm integration crm movidesk
    • Replies: 6
    • Forum: Other

  6. Integration Movidesk

    Hello! We are working in integration with movidesk and 3cx. We are needs some informations about variables of system 3cx. We want to know the following variable assigned to: Call-ID Queue-ID Agent.
    • Luiz André
    • Thread
    • api crm integration crm crm api costum movidesk
    • Replies: 2
    • Forum: Other

  7. 3CX + Autotask

    Hi all, we use Autotask as our PSA and would like to integrate it with 3CX. I was able to get started based on a template posted by Chris Ellsaesser (Autotask new REST API Integration | 3CX - Software Based VoIP IP PBX / PABX), but I have been running into issues with Call Journalling. No matter...
    • exn3cxjam
    • Thread
    • api crm integration autotask psa
    • Replies: 6
    • Forum: Other

  8. Contact lookup directly on CRM database

    Hello, I have connected CRM with 3cx server. How I configure 3cx that contact lookup works on directly CRM database? Because I plan to connect two or more CRM database with the 3cx server. I have multiple SIP trunk, so every trunk must be works on assigned CRM.
    • ilyasn
    • Thread
    • api crm integration contact lookup multiple trunks
    • Replies: 1
    • Forum: Other

  9. CRM Integration is working OK but contact number does not exist.

    Data is fetched but still it say contact number does not exist. if i give a number that is not in my database, it says "JSON response is null". Then how will i insert new contacts?
    • Jijo_Raj
    • Thread
    • api crm integration crm integration
    • Replies: 4
    • Forum: Other

  10. Integration 3CX avec CRM/ERP

    Bonjour, Essayant d'intégrer 3CX à notre système ERP, je chercher la bonne façon de le faire. Les objectifs sont les suivants: reconnaissance du contact la fiche client/fiche support doit s'ouvrir automatiquement dans notre système passer des appel sortant depuis notre système ... 1) L'outil...
    • MouB
    • Thread
    • api crm integration api integration crm activity integration tapi tapi 3cx
    • Replies: 3
    • Forum: Other

  11. some question about 3cx api integration CRM

    Hello everyone I have some questions about 3cx We have our CRM if we integrate 3cx api to our crm can we have this feature : CRM user can click on a button in CRM to accept the call CRM user can click on a button in CRM To make an outbound call CRM user can click on a button in CRM to...
    • rakini
    • Thread
    • api crm integration api integration crm crm integration integration
    • Replies: 5
    • Forum: Other
  12. MAHBV

    Question about custom crm integration

    Hi Guys, I've bin playing around for like a week now, and there is this one thing that's giving me a hard time. Let me quickly explain the situation. We're running a custom PHP / MariaDB (Centos7) CRM. At this moment we're running 4PSA(Voipnow) and all calls are logged in our database. When...
    • MAHBV
    • Thread
    • api crm integration
    • Replies: 1
    • Forum: Other
  13. Andriy

    Zoho integration stops working after a while

    Dear Community We have a working integration of ZOHO CRM with 3CX Voip phone system. It was working fine for a while. But after few months, ZOHO no longer logs the calls to 3CX and ZOHO CRM contacts are no longer synchronised with 3CX contacts. Could you please let me know what might have...

  14. Integrate own CRM with Agent + Extension info when the call starts, possible?

    Hi, I am trying to connect our own CRM to 3CX. I need some sort of callback into the CRM when a call is picked up by an agent. The CRM allows the agent to write a protocol of the call during the call. My idea is to use the LookupNumber Scenario for that, but it seems that Scenario only passes...
    • martin.rode
    • Thread
    • api crm integration crm webhook
    • Replies: 3
    • Forum: Other

  15. Integrating 3CX with Bitrix

    Hello , i am trying to create a new integration to Bitrix as the current one is not sufficient. I need to do the following steps When a inbound call comes to 3cx ,call Bitrix API and pull the responsible person for that contact Check the 3CX extension number of that contact (it comes in the...
    • Gauravdxb
    • Thread
    • api api crm integration crm integration integration
    • Replies: 1
    • Forum: Other
  16. Brett Cruickshank

    Sugarcrm v8 connector finished and fully operational

    Goodafternoon all. We have just completed a connector and are now finishing it including call recording storage. I’m looking for the recommended strategy to complete this feature. Any suggestions ?
    • Brett Cruickshank
    • Thread
    • api api crm integration call recording sugarcrm
    • Replies: 1
    • Forum: Other

  17. 3CX seamless integration, ring groups and design questions

    Hi all, I am trying to come up with a plan for a project I am currently working on. We will be upgrading our non voip System of phones to a Voip System and we are currently looking into what 3cx can do for us. We are using 3cx 15.5.10244.4 The concept is thus, we want the extension and its...
    • A3cxUser
    • Thread
    • 3cx 15.5 api crm integration
    • Replies: 2
    • Forum: Other

  18. 3CX Phone Api, basic example

    We are working to integrate 3CX with our production software We would like your help in understanding, using the 3CX bees and the code fragment here shown, https://www.3cx.com/call-center/crm-integration/ what is the best way to display a form with the caller's phone number, id called, and any...
    • amorosik
    • Thread
    • api crm integration
    • Replies: 1
    • Forum: Other
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