crm api

  1. CRM API Lookup Intermittent on Yealink handset

    I have setup a custom CRM integration with our CRM Eworks. The lookup is working 100% of the time on the windows app/softphone. On our Yealink Hansetts the initial inbound call doesn't allways display the contact, if i call back again quickly it seems to work every time. I am on V20 U9. Does...
    • OAH
    • Thread
    • crm api crm contacts crm integration crm lookup
    • Replies: 5
    • Forum: Other
  2. devlin

    Halo Integration

    Below is the information that we can send to 3CX: We are attempting to make a call transfer of an active call from agent to agent in Halo ITSM using the Call Control API by following the below steps: We are making a GET request to get the agents active calls via...

  3. Integrate with Filevine

    anyone have any experience using 3cx with filevine for law firms
  4. Christian Davies

    Freshdesk CRM Integration with 3cx Stopped Working

    Hi all, I’m running 3CX Version 20 Update 7 on a hosted cloud server and have both call recording and transcription enabled, which are working perfectly fine on the 3CX side. About five weeks ago, we integrated 3CX with Freshdesk for the customer on a trial from Freshdesk, and everything...

  5. 3CX Contacts - CRM Integration

    Hi All, Customer wants to integrate their CRM into 3CX. One requisite they are after is that for certain extensions on the system, they want to be able to limit what contacts they are able to see in the contacts tab. For example, the accounts on ext 1001 should be able to search the CRM...

  6. Missing Scenario "ReportRinging"

    Hi there, our customers would like to use our CRM with 3CX. They need customer information in our CRM, when the call arrives to an agent. What we want to achieve: When the call arrives to an agent, before (!) the agent is answering/missing the call, 3CX should "ReportRinging". We need two...
    • robni
    • Thread
    • crm crm api crm api costum crm integration
    • Replies: 8
    • Forum: Other
  7. jessy.paconnect

    SalesDash CRM

    Our client is a trucking company who is using SalesDash CRM. They are trying like hell to get the system to work on their end with Journaling at the very minimum. They used the CRM Template maker and through some testing and cooperation with them, they were able to get it to connect and its able...

  8. CRM integration for internal calls received from a CFD

    Is it possible to use CRM integration for internal calls received from a CFD? How would a CFD call be configured for CRM integration?

  9. Vtiger CRM | Call Report

    This thread follows my old thread. My crm is connected and I have the lookup contact. (it's a Vtiger like) However, as I was told, it won't work for the call report because it was done for an old version of 3cx. Do you have an example of how to modify the template to make it work? What has...
    • bastien_alv
    • Thread
    • call report crm crm api vtiger vtigercrm
    • Replies: 2
    • Forum: Other

  10. Solved CRM Integration | Initiative CRM | Custom CRM

    Hello, I'm trying to create a CRM template for my CRM (Initiative CRM). Concerning authentication, here's how I need to connect: First API call (getchallenge): https://app.initiative-crm.com/wstiger.php?operation=getchallenge&username=XXXXXXXXXXXX Which sends me back a token that takes 3...
    • bastien_alv
    • Thread
    • crm api crm integration crm template
    • Replies: 4
    • Forum: Other

  11. EspoCRM Contact Creation Not Working

    Greetings, I am writing to you because I cannot make the contact creation function work in any way, I have tried thousands of times different possible solutions, such as changing variables within the scenario by inserting the "list" prefix, I also tried to keep track of what happens on the CRM...
    • Kla Service
    • Thread
    • crm crm api crm api costum crm contacts crm integration crm template help
    • Replies: 5
    • Forum: Other

  12. CRM Axonaut integration

    Hello, I can't find the solution for authentification API. I understand under BASIC configuration, it doesn't work with my API key. curl -X 'GET' \ 'https://axonaut.com/api/v2/[email protected]' \ -H 'accept: application/json' \ -H 'userApiKey: 11111111111111111111111111' I...
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