lead

  1. Call Journaling and LEAD

    Good afternoon, is it possible to have the Call Journaling written inside the LEADs instead of inside the contacts? With other CRMs, such as Bitrix24 this happens regularly while in Hubspot it doesn't, I noticed that within the Hubspot integration, in fact, the "Contact Lookup Order" does not...
    • A Valenti
    • Thread
    • call journaling crm lead
    • Replies: 7
    • Forum: Hubspot

  2. Salesforce - creating lead record on inbound call.

    Hi All, I have set up the Salesforce integration so 3CX looks for existing leads and creates a task to log the inbound call on that lead, which works fine. However, is there a way that when an inbound call takes place and a lead record is not found, it creates the task anyway so we can track...
3CX Logo Footer Copyright © Sitemap Privacy
Top Bottom