crm

  1. EspoCRM Integration

    Hi everyone, I am a representative of the EspoCRM, and we are currently integrating and testing 3CX with EspoCRM for our customers. More detailed information about the integration can be found here: https://docs.espocrm.com/extensions/voip-integration/3cx-integration-setup/. We regularly need...
    • laz3
    • Thread
    • crm espocrm integration crm
    • Replies: 2
    • Forum: 4SC

  2. 3CX Custom CRM Integration

    A vendor of ours is trying to get call data out of our 3CX system. They looked at some of the existing templates and attempted to make one of their own. Could someone take a look at this custom XML file and provide feedback why we're getting "Error Invalid File Format" when we try to upload it...
    • ruthb
    • Thread
    • crm custom integration
    • Replies: 5
    • Forum: Other

  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. Phonebook Contact Name isn't available at ReportCall Scenario

    Hi, If there's a match for contact in the Lookup scenario- The Contact name [Name] is displayed at the ReportCall scenario. If there's no match for the contact, The contact name [Name] is blank at the ReportCall scenario (Not really ReportCall scenario but chained ReportCallNotFound scenario)...
    • bar-oz
    • Thread
    • crm xml
    • Replies: 2
    • Forum: Other

  5. 3CX Hosted CRM Issues

    Hi there, Has anyone else experienced connection issues when 3CX tries to GET data from your CRM whether Salesforce or Custom WEB API? I’ve run into this issue with two different clients, both are getting a Gateway Timeout error, it seems to only be affecting 3CX Hosted customers. One...

  6. 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...
    • elektrik.orange
    • Thread
    • crm crm integration crm lookup log files logs logs reports missing
    • Replies: 11
    • Forum: Other
  7. Allen_Miller

    M365 Contact Screen Pop on incoming call

    I'm thinking that Contact Screen pop up on incoming caller id match is no longer part of 3CX. I remember an Outlook add-in that did this a while back. Is this correct that this function is no longer available in v20? I'm not seeing it in any of the docs. Thanks. Allen

  8. Feasibility of multiple API domains in single CRM integration

    Got an unusual scenario here, where the customer has multiple sites all on the same parent database system, but with unique sub-domains for each site. Example: site1.system.com, site2.system.com I have a script which makes the necessary calls for a single domain URL- is there a way I could...
    • atommo
    • Thread
    • api crm
    • Replies: 6
    • Forum: Other

  9. 3CX crm integration mysql

    Hello, i have a quick question regarding mysql integration. When i test with part of the full phone number it finds it but says "it can't be found". Once i do that with the full phone number it works. Is that the way it is supposed to work ? I am using the default template. Thanks in advance ...

  10. SQL INTEGRATION - unanswered outgoing calls

    Good morning everyone, I have an installation that has CRM integration to MySQL active that I use to send data via api from the call log. All calls are correctly sent to the database EXCEPT the unanswered outgoing calls. Why? This is the query I use in the Call Journaling SQL Statement INSERT...

  11. Hubspot Contact Creation - From Certain Queues Only

    So we have a bunch of ring groups, a digital receptionist, and a queue for sales agents. I am using an old template to automatically create Hubspot contacts as inbound calls come in. Is there any way to limit the Hubspot contact creation for calls that only come in to the sales queue and...

  12. Hubspot Contact Creation - No +1XXX

    I have set up the custom XML file per the instructions posted here: https://www.3cx.com/community/threads/hubspot-not-showing-all-calls.122311/#post-573343 My goal is to get the contact creation working based on the incoming call and not the agent clicking to add the contact. I got it to work...
  13. ReeceWallace

    CRM Call Journaling by Specific Agent

    Hi, I am experiencing an issue in which I can't get my Agent lookup to work appropriately with the CRM. If the agent email searches and returns a UserId, it should journal as that agent in the CRM (Working) if the agent email is searched and returns no Userid, it should skip that part of the...

  14. CallID in the ReportCall Scenario

    Hello there, Based on the documentations in the following link: https://www.3cx.com/docs/crm-template-xml-description/#h.5e5k1zy3fj83 for the scenario "ReportCall" , there is no CallId in the "predefined" variables is there any way to do so ? because we need this CallId to be sent to our...

  15. 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

  16. CRM contacts issue from 3CX Apps company phonebook

    Hello, It appears like the Hide CRM contacts from 3CX Apps company phonebook doesn't work. On the latest Windows Store app it still shows CRM contacts (in the v16/18 desktop app it did hide CRM contacts when this was selected). I noticed that this also happens on Yealink phonebooks even...

  17. Hide CRM contacts from 3CX Apps company phonebook

    Hello, It appears like the Hide CRM contacts from 3CX Apps company phonebook doesn't work. On the latest Windows Store app it still shows CRM contacts (in the v16/18 desktop app it did hide CRM contacts when this was selected). I noticed that this also happens on Yealink phonebooks even...
    • HaroonB
    • Thread
    • crm store app yealink
    • Replies: 1
    • Forum: Windows
  18. ReeceWallace

    Nutshell CRM V20

    Hi All, Having some issues with the Nutshell integration not uploading, I have downloaded this from 3CX and attempting to import but I receive Invalid File Format despite no changes being made. Does anyone have a working template for Nutshell they could send me?

  19. MS database integration

    Hi, The integration for MS Server recently stopped working and when I go into setting, crm, crm integration the option isnt there anymore. Does anyone know what is going on here? Thank you Nicholas

  20. vTiger CRM integration with Leads

    Hi, I'm using 3CX cloud trial version V20 U2 (build 175). I'm testing the integration with vTiger (cloud) and have configured the CRM interface as below. CRM lookups to Contacts works well. However, I'm looking at the 3CX documentation on vTiger integration here: Doc where in Section 2 it...
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