crm integration

  1. Validation of the CRM Integration scenario

    I'm performing the logic in CRM Integration to skip the scenario. I'm trying to make sure that if the email matches the 3cx agent's email it returns true. Below is how I'm trying, but it's throwing an error.Estou realizando a lógica no CRM Integration para pular o cenário. Estou tentando fazer...
    • Guidm
    • Thread
    • crm integration
    • Replies: 3
    • Forum: Other

  2. CRM Integration with Atera

    Has anyone built a CRM Integration Template that we could use to integrate with Atera? I am not a programmer and I find myself struggling a little bit with building my own.

  3. 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
  4. rprajapati

    CRM Integration in V20 - 3CX reloaded

    Hello We are currently using CRM Integration for Vtiger Opensource integration with 3cx. This integration is working and we are using Call Journaling in it. Using Call Journaling we are getting notifications in our CRM when a call is completed in 3cx, Outgoing, and Incoming. But we need to get...
    • rprajapati
    • Thread
    • crm integration notification vtiger webook
    • Replies: 41
    • Forum: Other

  5. Use Output value from lookup in ReportCall

    I would like to use the information found from a lookup based on the email address and use it in Call Journaling for "ReportCall". I have the following extract from my XML file, which shows the look up done by number and email and also another scenario, which is for "ReportCall", which logs a...
    • hoth
    • Thread
    • call journaling crm integration reportcall
    • Replies: 5
    • Forum: Other

  6. Call Journaling test fails in CRM Integration application

    I currently have the following XML file, which is set up to do call journaling and do a look up on a contact based on their number and email address. <?xml version="1.0"?> <Crm xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Country="US"...
    • hoth
    • Thread
    • call journaling crm integration reportcall
    • Replies: 11
    • Forum: Other
  7. LaurieGuthrie

    HaloPSA Integration - CRM Template - Looking for Integrator

    Hi There We're trying to get a deeper integration between our CRM tool, HaloPSA and 3CX. This is proving challenging. Problem 1: HaloPSA returns contacts as objects in an array. Problem 2: Object Mapping from CRM and 3CX. Problem 3: oAuth Authentication I'm looking for a integrator/developer...
    • LaurieGuthrie
    • Thread
    • crm integration halopsa help hiring
    • Replies: 1
    • Forum: Other
  8. Levi K

    3CX CRM Integration: Internal Extension Calls No Longer Trigger 'Open Contact in Custom CRM' – How to Fix?

    Hello, We rely on the 'Open Contact in Custom CRM' option in our CRM integration with 3CX, utilizing the %CallerNumber% variable to create a custom URL like https://mycompany.com/phone_number=%CallerNumber%. Previously, this functionality worked seamlessly for both external numbers and...
    • Levi K
    • Thread
    • crm integration
    • Replies: 4
    • Forum: Other

  9. Management console user rights / group rights to hide CRM contacts entirely (including search)

    I think it'd be a good idea to have this option as one of my clients got the latest v18 update 8 final update and has told me that even though his CRM contacts are off he wants to be able to disable them from showing up in search results in the contacts tab on the webclient / mobile app which...
    • techdept@themaynardgroup.
    • Thread
    • contacts contacts search crm crm contacts crm integration group rights integration search user rights
    • Replies: 0
    • Forum: Server

  10. ContactId not in ReportCall

    Hello, I've successfully set up an integration with ActiveCampaign for managing incoming calls. However, I'm now aiming to implement call journaling as part of this integration. To achieve that, I require access to the contact ID. This is essential for including it in the request to create a...
    • mimss
    • Thread
    • activecampaign crm integration
    • Replies: 7
    • Forum: Other
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