custom crm

  1. 3CX Call Scripts Setup for CRM Integration in Development/Test Environment

    Hello, We are developing an integration between our 3CX system and our CRM application. The integration requires the 3CX Call Scripts feature to receive inbound caller information and pass it to an external API to connect with our CRM. Our developer wants to build and test this integration in a...
    • hpgitsupport
    • Thread
    • crm custom crm license compatibility
    • Replies: 2
    • Forum: Other

  2. Custom Variables

    Hello, I have been having a little trouble with storing and using custom variables. In the phone and email lookup scenarios, I want to store a custom variable called FacilityCode that will be used for the URL for the ReportCall and ReportChat scenarios. The issue here is that the FacilityCode...
    • chani
    • Thread
    • custom crm
    • Replies: 5
    • Forum: Other

  3. Custom CRM - Refresh Token Unauthorized

    Hello, I am having trouble with authenticating my custom CRM using oauth2 for version 20 of 3CX. After clicking 'authorize' and then 'test', I can perform a contact lookup once, but when I attempt to test again, I receive an unauthorized error message. I checked the logs and the new refresh...
    • chani
    • Thread
    • custom crm oauth2 refresh token
    • Replies: 5
    • Forum: Other
  4. Comercial Inovacomm

    Customizations for 3CX

    Hello 3CX Partners! Today, I want to share with you our customization solution for 3CX. I present to you Open Tools and its functions: Why customize 3CX? Often, the standard functions of 3CX do not meet the demands of clients, impacting customer satisfaction and retention. With Open Tools...

  5. Issue with custom CRM integration

    Hello, We're trying to make a custom CRM integration .So I have a template and the Test button shows is working but getting this error: "Server returned a non successful status code - HTTPStatusCode=NotFound - Reason=Not Found - Content={"status":404,"message":"No data were found"}"...
    • akp@2023
    • Thread
    • crm crm integration custom crm
    • Replies: 12
    • Forum: Other

  6. 3CX to Pipedrive intergration V18

    So this seams to be a revolving door based on the comments, Credit to mark philips who made the original CRM intergration for Pipedrive, I had the following issue, User calls in, CRM gets polled, Number Not Found New Contact created (number type was blank) Call Proceeds normally Call 2 (same...
    • Sparky Bear
    • Thread
    • custom crm pipedrive pipedrive crm
    • Replies: 0
    • Forum: Other
3CX Logo Footer Copyright © Sitemap Privacy
Top Bottom