crm integration

  1. Service Titan CRM

    Just curious if anyone here has been able to integrate 3CX with Service Titan. We have a possibility of setting up a new phone system for a customer that uses Service Titan, but we have not done any kind of CRM integration before. I know Service titan can forward calls to specific numbers once...
    • iduncan
    • Thread
    • crm crm integration
    • Replies: 10
    • Forum: Other
  2. rbergthold

    Method CRM

    We are looking for a partner to take on the project of integration METHOD CRM with a client's 3CX. We've attempted; but seem to be striking out even with the custom 3CX CRM Integration Wizard. Are there any partners out there that would be interested in tackling this where we have failed...

  3. New Contact Create Not Working

    Dear Team, We had successfully integrated 3CX to CRM, Existing contacts call details are fetching to CRM, for the new contact not creating. API side response is there and in template no issues found. Could you please check and advise. Thank you so much
    • REDFAC
    • Thread
    • callflow crm integration
    • Replies: 4
    • Forum: Other
  4. joevoo

    Custom CRM integration: OpenSSL Error only on Debian 12 hosted systems with v20

    Hello! I use my own CRM integration on various 3CX instances, which works without problems on v18 and v20 Windows systems. With 3CX instances under Debian, however, I always get an error from the SSL component when testing under "Integrations" --> "CRM" --> "Test". The API I use at...
    • joevoo
    • Thread
    • crm integration openssl ssl
    • Replies: 3
    • Forum: Other

  5. Integración CRM V20 sp3 build 806 SentimentScore fallando

    Buen día, comunidad 3CX. Veía que con la última actualización se tenían unas variables donde está funcionando unas nuevas variables interesantes que se están adjuntando en los call journaling de las integraciones, pero estuve haciendo algunas pruebas y no se esta enviando el SentimentScore...
  6. rbergthold

    CRM integration

    I am attempting integrate Method CRM with 3cx. Has anybody successfully done so? Any tips?
  7. JoshWS

    3cx v20 with hansaworld ERP

    Hi, We have a customer who uses hansaworld ERP, and they are desperate for some sort of integration with their 3cx. If i obtain the correct api's from their hansaworld. What integrations are possible using the 3cx template generator and would it even be possible to integrate this? Many thanks
    • JoshWS
    • Thread
    • crm integration
    • Replies: 2
    • Forum: Other

  8. For CRM Integration with PipeDrive

    Dear Support Team, Please provide information about CRM Integration with PipeDrive. The CRM integration is already set up with PipeDrive. CRM Integration with PipeDrive: Caller Screen Display: Currently, the caller screen displays "Last Name, First Name (Organization Name)". Can this be...
    • yono
    • Thread
    • crm crm integration pipedrive pipedrive crm
    • Replies: 11
    • Forum: Other

  9. 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

  10. CRM Intergraion: INSERT statement now working

    Hello, We have CRM integration in the 3CX. Our system got updated with v18 9A patch automatically and insert statement (which use for Call journaling) stopped working. But, Lookup By Number SQL Statement is working fine. https://www.3cx.com/blog/releases/v18-update9a/ Also, we tried with...
    • rsp#24
    • Thread
    • crm integration suitecrm suitecrm 7
    • Replies: 6
    • Forum: Other

  11. SuperOps.ai Integration

    Curious if anyone has built a template for CRM integration into SuperOps.ai yet.

  12. SuiteCRM 7.13 with xml integration script to enable pop-up of account when client calls to user?

    Hello everyone, I have SuiteCRM v7.13 with PHP 7.4. I want to enable account window pop-up for user when a client call. I tried below code but it did not work for me. Location: Settings->Integration->CRM->Server side->Add+(SuiteCRM) CODE HERE Could you please help me? :)
    • rsp#24
    • Thread
    • crm contacts crm integration pop-ups suitecrm suitecrm 3cx client
    • Replies: 15
    • Forum: Other

  13. Question re Microsoft Dynamics 365 Integration with 3CX

    Hi all, A customer has asked me if he has Microsoft Dynamics 365 Integration with 3CX, and he makes or receives a call on his mobile phone (not necessarily through the 3CX app), will that show in the call journals in Dynamics/3CX?
    • dancen
    • Thread
    • #microsoft365 crm integration dyanmics
    • Replies: 3
    • Forum: Other

  14. Skip Agent while reporting a call

    I am trying to integrate 3CX with Freshworks for call journaling and as most of you know currently 3CX will report calls as answered if picked up by IVR. So I wanted to create a custom scenario to be executed after <Scenario Id="ReportCall"> by skipping the ReportCall scenario if...
    • FG Admin
    • Thread
    • crm integration freshworks scenario
    • Replies: 2
    • Forum: Other

  15. Custom Integration Call Type Values not correct

    Hello, I have implemented a custom integration to report calls, using the provided XML template and SQL Statement. However, calls which should have had CallType = 'Unanswered' or 'Missed', seem not to be logged. Any idea what is happening? Template: <?xml version="1.0" encoding="utf-8"?>...

  16. Most complete integration

    which CRM has the most efficient and complete integration with 3cx?
    • TPL
    • Thread
    • crm integration
    • Replies: 2
    • Forum: Other

  17. 3CX integration with Bitrix24 marketplace app

    Official marketplace app link: https://www.bitrix24.com/apps/app/3cxplugin.integration/#description Hello. We have successfully implemented the 3CX integration with our Bitrix24 CRM, however the following functions from the Bitrix24 marketplace app don't seem to be working: Click to Call –...
    • idkhtn
    • Thread
    • 3cx + bitrix24 bitrix24 crm crm integration
    • Replies: 0
    • Forum: Other

  18. Solved Support Disable your SQL Database Integrations

    Hello, everybody. My company is using a 3CX system running on the Web Chrome platform, I'm going to try CRM Intergrations in Setting but I don't see the "Server side" section so I can't choose "NONE" as a guide, Team can support me, thank you Team.

  19. Extensions using Web Clients are not showing Online

    Everything was okay till I upgraded to V20. Only the extensions using the mobile app are showing online. Extensions that use the web client to connect are not showing online. These extensions use a client-side CRM so I need to use the browser. The extensions using the web client can make...

  20. 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
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