crm salesforce

  1. Double Entry on Call Journaling

    I have gotten everything to work wonderfully as for contact lookup and linking. The problem is with Call Journaling I always get two posts of the same call? It shows as one as me (I was the user that created the connected app) and one as 'System'. The content in both logged calls is identical...
    • r42brian
    • Thread
    • call journaling crm salesforce salesforce call journaling salesforcev2
    • Replies: 16
    • Forum: Salesforce

  2. Solved Salesforce Authorization Redirect Errror

    Hey, I'm having trouble getting Saleforce to authorize in 3CX. As per another forum post suggestion I came across, I've updated the template to include 'test.salesforce.com' in the template where it's referenced a few times, as the customers Salesforce is currently in sandbox...

  3. CRM integration functions properly, but the contact number is not found. Review the log for details or attempt a different number.

    Having a bit of a bumpy ride with the Salesforce v2 integration. After having having resolved issues with 0auth and Lead object the next obstacle is this. The authentication works and the object view permissions are set correctly (as far as I know), the connectivity test from 3cx side says...
    • MartinAndel
    • Thread
    • crm salesforce integration crm salesforce salesforcev2
    • Replies: 9
    • Forum: Salesforce

  4. 3CX Salesforce Integration - Call Jouranling is not working properly

    Hi, I have set up the 3CX Salesforce integration following this manual: https://www.3cx.com/docs/salesforce-crm-integration/ (including creating a connected app in Salesforce). I connected with “Salesforce” integration template, because “SalesforceV2” was not working for me. However, with the...
    • Sarah B.
    • Thread
    • 3cx salesforce call journalling crm salesforce integration crm
    • Replies: 3
    • Forum: Salesforce

  5. Calls Not Journaling in Salesforce

    I am having an issue with call journaling in Salesforce. My integration is successfully looking up contacts (I have verified this through the TEST button on the integration page, also the CRM during a call is linking properly). It's just not creating a call journal on the salesforce contact record.

  6. Create contacts or leads automatically the same as in the previous version

    In Update 8 of 3CX v18, the way in which the operation works for customers not registered in the CRM to no longer create a contact with a default name was changed. Instead, from the Web Client you can decide whether you want to create a contact or not and define the contact details. In the new...

  7. 3CX not creating Contact in Salesforce

    Hello, We have integrated 3CX with salesforce as per the guide instructions. We first did it with the sandbox and it was working smoothly, it was creating Contacts if not found in Salesforce or Creating tasks if contact/Lead was found. We switched that from Sandbox to Production but now it is...
    • Maaz.Ahmed
    • Thread
    • 3cx salesforce contact lookup crm crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 0
    • Forum: Salesforce

  8. When the Lead is deleted from the salesforce, I'm getting a window open in salesforce saying "Record not found".

    I have a two scenarios here, where I delete a Lead in the salesforce, now when the call came to the same number, there is page open in salesforce saying the "record not found" . but after that I delete the same record in the 3CX contacts, now there is nothing happening at the time of call...
    • nkumar_CX3
    • Thread
    • crm salesforce integration crm salesforce salesforce salesforce.com lightning salesforcev2
    • Replies: 5
    • Forum: Salesforce

  9. Call Receiver should be Lead Owner in Salesforce

    Hello All, I'm working on the lead assignment part in salesforce coming from the 3CX system. So, how would I make the lead owner to the person who receive the call in the 3CX system. how to get the user details who receives call in 3CX to salesforce?
    • nkumar_CX3
    • Thread
    • 3cx salesforce crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 4
    • Forum: Salesforce

  10. Not all ReportCall entries are sent to Salesforce.

    We use 3cx integration with Salesforce out of the box. All tests pass, we can find our customers by phone number. But calls that receive 486 Busy here status do not fall into salesforce. The logs show that 3cx is connected to the CRM to transfer the status of the call, but the status does not...
    • dipraise
    • Thread
    • 486 busy here call status crm salesforce
    • Replies: 5
    • Forum: Salesforce

  11. crm contacts lead to Cisco SPA-303 freeze when accessing 3cx phonebook

    We recently enabled salesforce integration. Everything worked fine until crm contacts started populating our 3cx phone book. Then our voip phones(cisco spa-303) started to freeze every time user tired to access 3cx phone book. Removing all CRM contacts fixed the problem, but until the first crm...

  12. Salesforce integration

    Hello all, I don't understand one thing about Salesforce integration with 3CX. I have connected Salesforce to my PBX as described, and Contacts in the 3CX are getting populated when calls are received. According to the documentation, when you receive a call, then you should also receive...
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