contact lookup

  1. Open contact in EspoCRM

    I have a 3CX-EspoCRM integration file. Contact lookup works fine and I can open contact URL when I click on the CRM icon on the dialer whenever there is an incoming call. However, the Open contact in Custom CRM option doesn't work automatically when call is connected. 3CX expects one of two...

  2. Open Contact URL using server side CRM Integration

    Hi, I want this option to work in a similar way to the "Open Contact in Custom CRM" option here, Which opens the URL in a new tab in the browser. Using "Open Contact URL using Server Side CRM Integration" sends a request to my CRM system but no new tab or window is opened. I thought a new tab...
    • hoth
    • Thread
    • contact lookup crm
    • Replies: 3
    • Forum: Other

  3. Any predefined variable showing number being called

    Hi, is there a predefined variable showing the number of the agent being called during the "contact lookup" scenario? Im trying to add a condition to this scenario, which will only do "contact lookup" when a specific agent is called and there might be more than 1 specific agent as well. This is...
    • hoth
    • Thread
    • contact lookup crm integration crm
    • Replies: 1
    • Forum: Other

  4. Need help integrating 3CX API with custom CRM using Django

    Hello fellow developers and support team, I am currently working on a project where I need to integrate the 3CX API with a custom CRM system built using Django. I have explored the 3CX API documentation and understand its capabilities well. However, I am looking for guidance on effectively...
    • salman pahadi
    • Thread
    • api crm integration contact lookup django
    • Replies: 1
    • Forum: Other

  5. Dynamics 365 Intergration Always Creating New Contacts

    We have been using the Dynamics 365 intergration for a while and it has worked fine. Recently it has constantly creating new contacts even when there is already a contact associated with the number. I've found the problem is that it only sends the last six didgets of the number. If you do the...
    • WebMediafields
    • Thread
    • contact contact lookup crm dynamic 365 dynamics intergration
    • Replies: 12
    • Forum: Other

  6. 3CX Hubspot Integration - existing contacts are creating new contacts

    Hello, TL/DR: If there is anyone who has successfully integrated 3CX with HubSpot and has any advise on how to properly reformat the callerID and how the phone numbers should be saved in HubSpot, it would be greatly appreciated. We have successfully integrated 3CX with HubSpot. However...
    • TMG-Service
    • Thread
    • callerid contact lookup hubspot integration
    • Replies: 2
    • Forum: Hubspot

  7. 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

  8. Contact lookup by Sip trunk or Call queue

    Hello. I have 3cx server and integrated CRM database. There are 3 sip trunk on 3cx server. Every sip trunk associated to their call queue, so, I can assign agents to sip numbers. Every sip trunk number belong to different company. We offer call center service to their. As I know, 3cx server...
    • ilyasn
    • Thread
    • call center / queues contacs contact lookup crm integration siptrunk template generator
    • Replies: 5
    • Forum: Other

  9. 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

  10. API: Query CRM set to Always but this is not the case

    Hallo fellow form members, I have finished building the API with call journey and every thing works as expected according to the V16 documentation. However the "Query CRM" i have set to "Always" but this is only the case if the caller does not phone back in 5 minutes. Example: Customer...
    • Scottnl
    • Thread
    • always contact lookup query crm
    • Replies: 3
    • Forum: Other
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