crm template wizard

  1. JanFilipowski

    Zoho Bigin CRM integration

    Hi 3CX engineers, I've been struggling with the integration I was asked to create between 3CX and Zoho Bigin. Although I am aware that integration with Zoho Bigin, contrary to Zoho CRM, isn't supported by 3CX, I tried to use the CRM Template Wizard to create a valid solution. When I tried to...
    • JanFilipowski
    • Thread
    • api crm integration crm crm template wizard zoho zohobigin
    • Replies: 4
    • Forum: Other

  2. How do I reference these phone numbers? CRM Integration Wizard

    I have tried Result.ListFone.[0] and Result.ListFone[0]
    • Guidm
    • Thread
    • crm integration crm template wizard json
    • Replies: 1
    • Forum: Other

  3. Incoming DID/ CRM Template

    Hello, is it possible to get the incoming DID via Template Generator? I need a solution for the following problem: When an incoming call is accepted by the User, I need to trigger a CRM-URL which contains the following variables: DID ,CallID ,CallerNumber. e.G...
    • TimLin
    • Thread
    • crm crm template crm template wizard incoming did incoming extension
    • Replies: 1
    • Forum: Other

  4. Struggling with SOAP number lookup

    Hello all I've got so far with this but have got stuck! Basically I can connect to the SOAP service for SAP ByD and get the right data returned in the XML, but the XPath I'm using doesn't seem to be working, or I've configured something wrong so outputs aren't returned. The official error...
    • podtris
    • Thread
    • crm crm integration crm template wizard soap xml
    • Replies: 10
    • Forum: Other

  5. Problem generating call journey

    Hi, I'm having a little problem creating in the template generator the call journey events are not doing anything. I followed all the material on the site and without success. my generator and the 2.0.14.0 of 2020. my sql script -> INSERT INTO calls...
    • Tiago Lino
    • Thread
    • crm template wizard mysql
    • Replies: 3
    • Forum: Other

  6. New Template Not Applied

    Hi, We are facing a problem with our template integration in 3CX: The problem is that we have made some changes inside our template, deleted the old CRM Integration, recreated the integration by uploading the new .xml file but: While in 3CX management console the integration seems to be the...
    • Kla Service
    • Thread
    • crm crm integration crm template wizard
    • Replies: 1
    • Forum: Other

  7. Required 3CX version for non-standard CRM

    Hello, I have attempting to intergrate our 3CX with our zammad ticket portal. We are using 3CX version 15.5. I have tried using XMl files that others state have worked for them and I have attempted creating new ones using the CRM template wizard. Whenever I try to upload an XML file the...
    • THordijk
    • Thread
    • crm template wizard version 15.5 xml format
    • Replies: 2
    • Forum: Other
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