pipedrive

  1. Pipedrive CRM integration functions properly, but the contact number is not found. Review the log for details or attempt a different number.

    Hi All, Wonder if anyone can help with Pipedrive issue, upgraded pbx to version 20 latest version and followed the 3CX Pipedrive documentation but am getting the below error Started scenario with empty id Started Auth Request text: https://oauth.pipedrive.com/oauth/token Request form value...

  2. 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

  3. Issue with pipeDrive XML file in V20 environment

    Dear Support Team, I am experiencing an issue with using the same pipeDrive XML file that was working fine in V18 in the V20 environment. Specifically, CRM information that was previously displayed on the incoming call screen when using 3CX is no longer being displayed in V20. I have not made...
    • yono
    • Thread
    • pipedrive pipedrive crm xml files
    • Replies: 7
    • Forum: Other

  4. 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

  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. New 3CX & Pipedrive integration call journalling issues in V20 Beta 1

    Hi there, Setup the 3cx pipedrive integration based on instructions here. Everything seems to be working except the calls log on the contact & org view instead of the lead view. Here is the call log on the contact here is the lead view As you would note, the call should really log at...

  7. 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
  8. TechnoPhreak

    Pipedrive integration with Recording links

    Has anyone been able to do a PipeDrive CRM integration with links to call recordings ? I can't seem to find anything that suggests it's possible. Also, wondering why 3CX does not provide the Pipedrive integration in built-in templates ?
    • TechnoPhreak
    • Thread
    • crm integration pipedrive recordings v.18
    • Replies: 1
    • Forum: Other

  9. 3CX / Pipedrive - Mark Phillips Integration

    hi All, has anyone got the call journaling working with the community integration that mark kindly put together for us? i've created a "contact" in Pipedrive with the telephone number as "AgentExtension-145" - but i'm muddled in how 3CX then has to be set, i can't see journalling taking place...
    • CFP
    • Thread
    • pipedrive pipedrive crm
    • Replies: 2
    • Forum: Other
  10. jmw

    Improved Pipedrive server-side integration

    This CRM configuration builds on the work of Mark Phillips in https://www.3cx.com/community/threads/pipedrive-3cx-server-side-integration.65431/. It improves his original by: removing deprecated API endpoints in contact lookup syncing mobile, work, home and other phone if they exist (not just...
    • jmw
    • Thread
    • crm integration pipedrive server-side
    • Replies: 0
    • Forum: Other
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