crm

  1. Integration for Ticket Creation - Hubspot

    Hi there, I'm trying to develop an integration using CFD to create a ticket in Hubspot, but since the authentication method changed to OAuth 2-0 I don't have no idea how to proceed or if it's possible to do it. I have the URL and all the ID's and Secrets to proceed but I always stop in this...

  2. V20 WebClient/PWA does not open CRM

    Since upgrading from V18 to V20, when a caller calls through via a Call Queue the CRM po-up does not open anymore, this only open when a direct call is answered (not through a Call Queue / Digital Receptionist). This has caused massive degradation to our organisation who now have to manually...
    • haroonbg
    • Thread
    • crm v20 webclient
    • Replies: 5
    • Forum: Other

  3. For CRM Integration with PipeDrive

    Dear Support Team, Please provide information about CRM Integration with PipeDrive. The CRM integration is already set up with PipeDrive. CRM Integration with PipeDrive: Caller Screen Display: Currently, the caller screen displays "Last Name, First Name (Organization Name)". Can this be...
    • yono
    • Thread
    • crm crm integration pipedrive pipedrive crm
    • Replies: 11
    • Forum: Other

  4. Missing Scenario "ReportRinging"

    Hi there, our customers would like to use our CRM with 3CX. They need customer information in our CRM, when the call arrives to an agent. What we want to achieve: When the call arrives to an agent, before (!) the agent is answering/missing the call, 3CX should "ReportRinging". We need two...
    • robni
    • Thread
    • crm crm api crm api costum crm integration
    • Replies: 8
    • Forum: Other

  5. Solved Pipedrive CRM Integration Template missing

    Hi there, I've accidentally deleted the Pipedrive-template in the integartion settings. Is there a way to add it back in? I alreday restored an older 3cx backup but it didn't solve the problem. Thanks in advance for any help. System: Version 20.0 Update 1 (Build 731 Release)
    • Doomiix
    • Thread
    • crm pipedrive template
    • Replies: 4
    • Forum: Other

  6. Link calls to Salesforce with no 3CX Extension

    I am working with the Salesforce integration and it works properly. The issue is that sometimes, one of our heavy users makes and receives calls from the main number that doesn't have an extension. It is my understanding that the system uses the user's email and extension to credit the call in...

  7. CRM from 3CX client, pushing a invisible URL

    Hi everyone, I need to push from a call a HTTP request : http://myserveur/%CallerNumber% i used the CRM integration from the 3CX CLIENT: it work but not as i expected. I mean, the 3CX client push the CRM request in a new chrome tab and i don't want that. I need to keep this request...
    • orlanIMP
    • Thread
    • crm http query
    • Replies: 1
    • Forum: Other

  8. No Hubspot Contact Creation

    Hi Hubspot integration seems to be working for call and chat journaling with our users, but new contacts do not seem to be created on inbound / outbound calls that don't have an existing CRM contact. Any ideas? The configuration guide was followed and again everything else seems to be working fine!
    • brian@pm
    • Thread
    • crm hubspot integration
    • Replies: 4
    • Forum: Hubspot

  9. Piperun CRM integration tips

    Hello, I would like some tips to proceed in this scenario. I'm developing an integration between a CRM "Piperun" and 3CX. The CRM gives me at first the possibility to schedule a call and delivers the following payload: { "user": "Ramal@1000", "pass": "@passwd#", "id_crm_call"...
    • resu94
    • Thread
    • crm integration integration crm
    • Replies: 1
    • Forum: Other

  10. Custom Url opening from custom sip-header

    Hi, I need to be able to open an url on a call based on information from a custom header from a sip-call. The url has a fixed part, something like "https://www.example.com/" + the information from the sip-call header + "/view". Does 3cx even allow custom sip-call header and if 3cx gets these...
    • Tahsin Kara
    • Thread
    • crm sip sip-header url
    • Replies: 1
    • Forum: Other

  11. Salesforce User License & Permissions

    Hi, I would like to know what are the permissions required from the integration user account in order for the integration to work properly. Does it need admin permission or it can do with less? Also, is anyone using the Salesforce Integration User license or a proper User license is required?

  12. HubSpot log sales enquiry (deal)

    Hi, is it possible to only log certain calls in HubSpot, e.g. only calls that went to a sales group/queue? Also is it possible for 3CX to create a "deal" in HubSpot?
    • jw123
    • Thread
    • crm hubspot
    • Replies: 1
    • Forum: Hubspot

  13. Integration

    Hello All I hope all is well! I am looking into Integrating our 3cx system with the Jobnumbis CRM system and was wondering if anyone here has done this before, if so could you provide some assistance with where I can find the CRM Config file for Jobnumbis. Also a question. If we where to...
    • DylanB
    • Thread
    • crm integration integration crm
    • Replies: 1
    • Forum: Other

  14. CRM Intergration (TAPI)>

    forgive me I've moved from Print to start in a telephany support role and i am certified. Currently we're implementing a test enviroment, we're using TAPI intergration so that when ABC wihin the CRM calls in through the desktop app V18 there name and number is resolved against that number...

  15. Call Journaling - CRM Integration ( Database Postgresql )

    Hello, I am trying to log all the calls into a dedicated postgresql database for monitoring purposes. My dedicated PostgresQL database is empty and contains 2 tables (calls, contacts). From Settings -> Integrations -> CRM ( following this guide...
    • pierremueller
    • Thread
    • call journaling crm integration crm postgresql
    • Replies: 14
    • Forum: Other

  16. 3CX integration with Bitrix24 marketplace app

    Official marketplace app link: https://www.bitrix24.com/apps/app/3cxplugin.integration/#description Hello. We have successfully implemented the 3CX integration with our Bitrix24 CRM, however the following functions from the Bitrix24 marketplace app don't seem to be working: Click to Call –...
    • idkhtn
    • Thread
    • 3cx + bitrix24 bitrix24 crm crm integration
    • Replies: 0
    • Forum: Other

  17. Vtiger CRM | Call Report

    This thread follows my old thread. My crm is connected and I have the lookup contact. (it's a Vtiger like) However, as I was told, it won't work for the call report because it was done for an old version of 3cx. Do you have an example of how to modify the template to make it work? What has...
    • bastien_alv
    • Thread
    • call report crm crm api vtiger vtigercrm
    • Replies: 2
    • Forum: Other

  18. 3CX Zoho integration issue

    We are using 3CX latest version, in multiple countries, and have done the integration of 3CX to Zoho CRM. using the https://www.3cx.com/docs/pbx-crm-integration-zoho/ Have set match exactly, in the contacts-other in 3CX for all our 3cx locations, however when I call my colleague in SA on ext...

  19. Dealer Socket CRM integration??

    Has anyone "integrated" this CRM? It is used by auto dealerships! DealerSocket https://dealersocket.com/products/crm/
    • regomotiv
    • Thread
    • crm dealer socket
    • Replies: 1
    • Forum: Other

  20. Open Contact URL using server side CRM Integration

    Hi, I want this option to work in a similar way to the "Open Contact in Custom CRM" option here, Which opens the URL in a new tab in the browser. Using "Open Contact URL using Server Side CRM Integration" sends a request to my CRM system but no new tab or window is opened. I thought a new tab...
    • hoth
    • Thread
    • contact lookup crm
    • Replies: 3
    • Forum: Other
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