crm lookup

  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...
  2. 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?
  3. Pass Custom Variable from CFD to CRM Integration [Need Help]

    Hi, We got to know that CRM server side integration is triggered immediately when a call hit the system from outside. Now we are wondering if possible to pass a variable from the CFD/IVR script to the CRM integration script? To be specific, we want to pass the CFD DID number or another IVR...
  4. 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...
  5. CFD / CRM

    Hi, I just can't get the CRM component to work in a CFD application. I call the CRMLookup Component with the parameters according to the logfile; if I test the same number in the Admin Console under Integration CRM, then the number is resolved successfully. But with the CRM Lookup in the CFD...