crm

  1. EspoCRM Contact Creation Not Working

    Greetings, I am writing to you because I cannot make the contact creation function work in any way, I have tried thousands of times different possible solutions, such as changing variables within the scenario by inserting the "list" prefix, I also tried to keep track of what happens on the CRM...
    • Kla Service
    • Thread
    • crm crm api crm api costum crm contacts crm integration crm template help
    • Replies: 5
    • Forum: Other

  2. Any predefined variable showing number being called

    Hi, is there a predefined variable showing the number of the agent being called during the "contact lookup" scenario? Im trying to add a condition to this scenario, which will only do "contact lookup" when a specific agent is called and there might be more than 1 specific agent as well. This is...
    • hoth
    • Thread
    • contact lookup crm integration crm
    • Replies: 1
    • Forum: Other

  3. Only do ReportCall when a specific number is called

    I have a request to implement a scenario whereby "ReportCall" is only triggered when a specific number within an organisation is called. So within the organisation there are several numbers, with one being attached to the "support" team. I only want "ReportCall" to be triggered when the...
    • hoth
    • Thread
    • crm reportcall scenario
    • Replies: 3
    • Forum: Other

  4. Could CRM lookout give access to ringing [Agent] as it does for [Number]?

    Sometime we have SMB with only one number, but multiple contacts. It's pretty sure that if the phone ringing is the one of the accountant, we know exactly the CRM contact to provide. If the extension is one of the technical desk, it's often another contact. We have those informations in our...
    • egaulue
    • Thread
    • crm extension
    • Replies: 5
    • Forum: Other

  5. Open ports on the firewall for access to Dynamic365 CRM

    Hi, I’m working on a finance project that involves 3CX and has strict security requirements. In order to integrate with Dynamics 365, I have the following questions: Does 3CX perform CRM contact lookup on the PBX server side or on the WebRTC client side? Which port is used by Dynamics 365 CRM...
    • Jimmy Xin
    • Thread
    • crm dynamic 365
    • Replies: 5
    • Forum: Other
  6. JanFilipowski

    Import all contacts from CRM as CRM contacts

    Hi 3CX community, Recently, I've been dealing with this problem: I want to have over a thousand contacts imported from my CRM to the phonebook. I know that the contacts are made only when a call is placed, but then, they aren't shown on the desk phones. I can, of course, import them all...
    • JanFilipowski
    • Thread
    • bulk import crm phonebook phonebook import
    • Replies: 8
    • Forum: Other
  7. 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

  8. Management console user rights / group rights to hide CRM contacts entirely (including search)

    I think it'd be a good idea to have this option as one of my clients got the latest v18 update 8 final update and has told me that even though his CRM contacts are off he wants to be able to disable them from showing up in search results in the contacts tab on the webclient / mobile app which...
    • techdept@themaynardgroup.
    • Thread
    • contacts contacts search crm crm contacts crm integration group rights integration search user rights
    • Replies: 0
    • Forum: Server
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