crm integration

  1. Yardi CRM

    Has anyone integrated 3CX with Yardi as CRM?
    • KimN
    • Thread
    • crm integration
    • Replies: 3
    • Forum: Other

  2. 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

  3. CRM integration for external callers

    We have a CRM integration that performs a lookup in the database for incoming calls. Unfortunately, this only works for externally incoming calls, not for internally incoming calls. Is it possible to enable this for internal calls as well?

  4. CRM integration with multi-company

    We are debating upgrading to 16SC so we can configure multi-company but one thing leaves me confused. In the instructions for enabling multi-company, CRM must be disabled first. Does this mean after enabling multi-company that CRM integration (per-company or globally) is not possible? I had...

  5. Call Journal - Pre- API Call to enrich the data - possible?

    Hi, I am working on a custom Creatio CRM template and have most things working now. However, I am looking to achieve the following workflow and am not sure if this is possible: Call is placed Before the ReportCall POST to Creatio is placed Perform a GET to the Creatio CRM in order to capture...
    • Prosperon
    • Thread
    • crm integration
    • Replies: 4
    • Forum: Other

  6. 3cx websocket

    We have a customer who wants to listen to the 3CX WebSocket (if available). If so, can they receive the caller’s number and the extension or username of the person who answered the call through the WebSocket? They want to open all the contact pages if the calling number belogs to more then one...
    • Thomas Six
    • Thread
    • crm integration web socket
    • Replies: 3
    • Forum: Other
  7. Brandan Hermo

    Video Calls on Windows App

    We have clients who need to run scripts during video calls but can't because the Windows app doesn't currently support video (only audio calls) But the VIDEO button that appears in the interface, it's disabled at the moment. Is there any estimate for when this feature will be available? The...

  8. 3CX custom crm

    Can anyone assist with a query about creating a custom crm with the generator to produce an importable xml file. 1. My crm authentication uses x-api-key with a uuid value in the request header. I can’t see how to configure that. 2. Is an array response supported? 3. How do I map fields...

  9. CRM V20 update8

    Hi, Earlier this week I configured the CRM integration with Freshdesk using the standard 3CX template. Everything was working correctly — tickets were being created automatically without any issues. Last night, the system was updated to V20 Update 8, and since then the integration has stopped...
    • rschoond
    • Thread
    • crm integration freshdesk
    • Replies: 1
    • Forum: SMB

  10. Report Call scenario limitation by extension numbers

    Hi, I want to limit the Report Call scenario to execute only if [Agent] is listed in chosen agents list. I've created a parameter "AgentsList" that contains the desired extensions in string, separated by comma, like: "101,102,103,104": Now I want to add a condition to the "SkipIf" that will...
    • bar-oz
    • Thread
    • crm integration xml format
    • Replies: 3
    • Forum: Other

  11. Integrate with Filevine

    anyone have any experience using 3cx with filevine for law firms

  12. 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...

  13. Custom CRM Integration Not Sending Requests & No 3CXSystemService.log

    I'm trying to set up a custom CRM integration. The idea is to send POST requests whenever there's a call to my custom PHP script, where I plan to filter and process the data and then send it to the CRM system that we use. The phone number lookup works perfectly fine — I provide 3CX with...
    • elektrik.orange
    • Thread
    • crm crm integration crm lookup log files logs logs reports missing
    • Replies: 11
    • Forum: Other

  14. CRM Integration: Database MSSQL: Call Journalling

    I use an insert statement for call journalling. I see the statement is invoked with all necessary parameters: 2025/10/01 18:17:47.804|0025|Debg| [Integration.Crm.CallProcessingService] CRM: Triggering Call Journaling with values - CallType='Inbound' - PhoneNumber='0763xxx' - ContactName='31o...
    • londonpapakura
    • Thread
    • call journalling crm integration mssql integration
    • Replies: 2
    • Forum: Other

  15. User status for CRM

    We are trying to change the user status using an API. Let's say we want to change station 112 to AWAY status. Our environment is cloud-hosted on V20. It seems many APIs from V18 are not yet implemented in the newer version. Our understanding is that for V20, we only have xAPI, which is for...
    • omar38
    • Thread
    • crm integration user status
    • Replies: 3
    • Forum: Other

  16. Transcription summaries and user access

    Hello, We're currently running a 3CX Enterprise subscription and using OpenAI for call transcription. The integration with OpenAI and the resulting transcriptions and summaries are fantastic. In our scenario we would like to give the end users the ability to access the call summaries. Users...

  17. How to interpret a CRM: Exception during call reporting error

    I'm trying to modify the Zendesk integration to post the call transcript as either an internal comment or a voice_comment. So I added another scenario that is called as Next by the previous, and the syntax all looks good, yet I get this error: |0040|Erro| [Integration.Crm.Engine.CrmProcessor]...
    • artooro
    • Thread
    • crm integration troubleshooting
    • Replies: 6
    • Forum: Zendesk

  18. Call Flow - Integration with CRM

    Good Afternoon Colleagues I hope you are doing well . One of my colleagues needs to implement the below scenario: He has CRM with list of numbers that needed to be called. File with people to call received from CRM. We need 3CX start calling the first number. We don't need to connect the call...

  19. Is this situation possible?

    I have the following situation in 3cx: there is a single phone number and 5 extensions: 102,103,104,105,106. when 105 calls a phone number and that person doesn't answer, if he calls back on that single phone number (0123456789 for instance) it should redirect the call to extension 105. How can...
    • Andi335
    • Thread
    • call flow designer crm integration integration script
    • Replies: 5
    • Forum: Other

  20. MSSQL Integration - Call Journaling not working

    Hello, i'm trying set up the CRM integration with MSSQL. I inserted the queries for Search by Name, Number and Email. And it works. Now, I want to set up Call Journaling. I inserted the query but it doesn't log any call. No errors in the logs, but if i execute the same query directly from the...
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