integration crm

  1. Creatio Template - Time recording

    Hi, I have created a template for our CRM Creatio, using the excellent AI prompt, which I have working to a point: 1. Contacts can be searched and used and added to 3CX etc. 2. Call journaling is creating a 'Call' record in Creatio, including the transcription What is not working fully is in...
    • Prosperon
    • Thread
    • integration crm
    • Replies: 3
    • Forum: Other

  2. 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

  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. Christian Davies

    Freshdesk CRM Integration with 3cx Stopped Working

    Hi all, I’m running 3CX Version 20 Update 7 on a hosted cloud server and have both call recording and transcription enabled, which are working perfectly fine on the 3CX side. About five weeks ago, we integrated 3CX with Freshdesk for the customer on a trial from Freshdesk, and everything...
  5. ReeceWallace

    3CX Integration Issues with Dentally

    Hi, I am fairly new to Integrating with CRM's via 3CX. I have used the 3CX Template wizard to assist with setting up a Dentally Template (attached) I am facing an issue in which, when the Scenario ID is empty, I receive the error "The value cannot be an empty string or composed entirely of...

  6. Request for Assistance with CMR Integration for Google Sheets

    Hello 3CX Community, I'm currently working on an integration between 3CX and Google Sheets and need some guidance on using Call Management Reports (CMR) instead of Call Data Records (CDR) for this purpose. Objectives: Fetch Call Management Reports (CMR): I need to retrieve call metrics and...
    • MayurMali
    • Thread
    • api crm integration google sheet help integration crm
    • Replies: 0
    • Forum: Other

  7. PipeDrive integration showing incorrect caller ID.

    We have just setup the PipeDrive integration, and although it mostly functions correctly, occasionally the caller ID function shows the wrong name. Double checking PipeDrive they are definitely not duplicate phone numbers. As far as I can tell, the integration is set up properly, is this a known...
    • EmmaBarrett
    • Thread
    • integration crm integrations pipedrive pipedrive crm
    • Replies: 3
    • Forum: Other

  8. CRM Integration with SuperOps.ai

    I dont think it is possible, but If any developers on here could look at the link below and let me know if an integration could be built and cost I would appreciate it. https://developer.superops.ai/

  9. 3CX Salesforce Integration - Call Jouranling is not working properly

    Hi, I have set up the 3CX Salesforce integration following this manual: https://www.3cx.com/docs/salesforce-crm-integration/ (including creating a connected app in Salesforce). I connected with “Salesforce” integration template, because “SalesforceV2” was not working for me. However, with the...
    • Sarah B.
    • Thread
    • 3cx salesforce call journalling crm salesforce integration crm
    • Replies: 3
    • Forum: Salesforce

  10. 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

  11. 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

  12. 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
  13. pierro-bello

    Custom CRM Integration get agent on server side when connected

    Hello , I am currently developing WebServices to interact with 3CX, primarily for Contact Lookup and Call Journaling. Both functionalities are working as intended. However, I initially thought that Call Journaling was triggered when the call was answered, but it turns out it occurs once the call...
    • pierro-bello
    • Thread
    • call journaling custom help integration crm
    • Replies: 4
    • Forum: Other

  14. Integrated our system with 3cx using REST API but it does not log everything

    Hi, I have integrated 3cx with our custom web app using REST API. My goal is to log everything into our database, but it looks like some records are not recorded when I check the Call Log part. Is there any way to force a log of everything? Thank you.
    • GFCBH
    • Thread
    • call log integration crm integrations rest api
    • Replies: 5
    • Forum: Other

  15. 3CX and Freshdesk

    Our company call center is currently facing an issue. As our customer call volume has increased, we integrated the 3XC call application with our Freshdesk. Since this integration, we have noticed that when we receive a customer call, Freshdesk does not create a new customer task on the platform...
    • Batzorig
    • Thread
    • call center freshdesk integration crm
    • Replies: 8
    • Forum: Freshdesk

  16. 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
  17. vincent Kavila

    Integrating 3CX with odoo ERP/CRM

    Hello, I needed to integrate odoo ERP/CRM with 3CX, is it possible? Any one with any KBA?

  18. Recording Backup in Hubspot

    I just want some help regarding the integration 3cx system with HubSpot As I am facing some issues in access failure during connection I have attached the screenshot And also let me know one thing that do we can save the recording of the call in Hubspot, is there any functionality that...
    • PrateekChoudhary
    • Thread
    • developer hubspot hubspot integration integration crm integration crm hubspot recording
    • Replies: 4
    • Forum: Hubspot

  19. Open different URL based on the queues an agent is joined

    We have agents that can be joined to different queues with the same extension. But we need different web applications to be opened in each queue. I know about the Integration in Setting and the "Auto launch a custom contact URL using variables" option but this οpens the same URL regardless of...
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