zoho crm

  1. Zoho integration test - The 'file' scheme is not supported - Version 20.0 Update 8 (Build 1121 Release)

    Could anyone please assist with this error when test "The 'file' scheme is not supported". Was checked with a known E164 formatted number. Template is v37 and is stock standard. I have previously had the Zoho CRM integration working. I am not sure what the cause of it not working. I decided to...

  2. Zoho integration concern

    Hi im just new in the zoho crm + 3cx integration , I just want to ask . We have the pay as you go plan purchase, already set up the 3cx trunk with twilio. In setting up the zoho integration the document : https://www.3cx.com/docs/pbx-crm-integration-zoho/ Step 2 is a not making any sense ...
    • Maynard
    • Thread
    • integration zoho crm zoho crm
    • Replies: 3
    • Forum: SMB

  3. Solved Cannot Authorize the connection with 3CX and Zoho CRM

    I get this error when trying to authorize, im using zoho one not sure if that makes a difference. it was working before we switched to zoho one so not sure if the url is the issue. also not sure if my 3cx url is right. If anyone has ideas please let me know. My URL is...

  4. Contact not added for new call on Zoho CRM and Calls not showing on Zoho

    Hello I have been able to successfully integrate the Zoho CRM even when I test but now I am facing the following two issues 1. When inbound call comes in and i try to add contract on 3cx and check the CRM box i get error contact couldn't be added ( unknow reason on logs ) 2. All calls we...
    • ulizalinks
    • Thread
    • zoho crm zoho integration
    • Replies: 6
    • Forum: Zoho

  5. All Calls Made from Zoho CRM have Created By, and Modified by linked to account that authorised 3CX-CRM link

    Calls make by and received by known users are correctly shown as Call owner, but Created By and Modified By are shown as the person who linked CRM and Zoho. Can this be re-assigned? Or does this have to be done in Zoho CRM

  6. In Zoho CRM, Calls not showing Dialed Number.

    Spoke to Zoho Cares (Support), they say the problem is Field mapping. But I have followed the template for Enable Call Journalling as per document issued by 3CX. See attached word doc for Any thoughts on why this is not correctly mapped

  7. Called user from button in CRM. Call logged in 3CX, but not in CRM customer record - Intermittent

    A user has called to a client in CRM clicking on telephone icon, call is logged in 3CX fine, but no call record shows in CRM. This fault is intermittent, some calls are fine some are missed. Any thoughts on why this may happen?

  8. Recording call in ZOHO template

    Hello, There is a new feature in ZOHO CRM, it is now available to add recording calls in calls informations. It would have been good to modify the template with ZOHO for adding this feature and choose yes or no in the 3CX CRM template. Thank you,
    • Mirgon
    • Thread
    • record call template zoho crm
    • Replies: 0
    • Forum: Server
  9. mismail

    ZOHO CRM Sync CDR Record

    Dear, I have done the integration with Zoho successfully but I have some notes : - I can't listen and play recorded calls from Zoho! is that possible to listen to call and play from Zoho not only just appears the number of inbound contact. -How can I make a call directly from Zoho CRM by using...
    • mismail
    • Thread
    • zoho crm
    • Replies: 2
    • Forum: Zoho
  10. pmterp

    Zoho integration, No popup

    Hello, I'm getting no screen popup on incoming calls. It does give the CRM contact icon within the call dialer window and I can click it before or after answering the call and it will provide the contact's page but it doesn't happy automatically. I've updated the 3CX system to v18u7beta. I've...
    • pmterp
    • Thread
    • contact popup screen pop zoho crm
    • Replies: 7
    • Forum: Zoho

  11. Zoho gives error when searching for number under "leads", does not create new number for incoming call

    Is there somebody that can assist me with this please: I did a Zoho integration with 3CX v18U7. When I did the "test" with a number and it was loaded as a contact on Zoho, it displays correct. If I do the "test" with a lead number, it gives an error. When I looked at the log, it shows reason as...
    • Louisj
    • Thread
    • zoho crm
    • Replies: 2
    • Forum: Zoho

  12. Call Journaling not working without Country Code

    Hi all, We've found an issue with 3cx and CRM integration that we weren't having prior to the v18 upgrade. We're using Zoho, but I believe this would affect any CRM. First let me describe the setup and scenario: Setup: * Zoho CRM integration * Call Journaling enabled * Contact creation NOT...
    • StudyTech
    • Thread
    • crm zoho zoho crm
    • Replies: 3
    • Forum: Other

  13. 3CX and Zoho Integration

    Hi Guys, Need your advice on an issue with my 3CX and Zoho integration. I've enabled call journaling and contact integration on 3CX. I'm getting an error that mobile field is not available as below: 2021/07/22 17:56:42.136|550|0072|Erro|Exception during number processing: System.Exception...
    • albertlee
    • Thread
    • integration zoho crm zoho crm
    • Replies: 1
    • Forum: Zoho

  14. Zoho CRM directly call and log a description on 3CX calling

    Hello everyone! I am now using 3CX enterprise edition and using zoho crm which is integrated to 3cx. In there anyway to do like, when I call to that contact in crm, the crm should popup a call activity and I can log the call description while I am talking to that contact. After I finished...
    • naphannop
    • Thread
    • crm crm integration integration zoho crm zoho crm
    • Replies: 1
    • Forum: Zoho

  15. Zoho CRM PhoneBridge support and 3cx integration

    We are currently hooking up the integration between Zoho CRM and 3cx. With Zoho and the 3cx browser extension we are able to make calls and have them logged in Zoho. However, the workflow is pretty clunky and there are some problems: All incoming calls into 3cx are created as leads, not just...
    • beurle
    • Thread
    • zoho zoho crm
    • Replies: 1
    • Forum: Zoho

  16. Integration to Zoho CRM

    Hi all, We have recently opened the API connection between our 3CX management console and our Zoho platform of which I have successfully authorised the token and can see that there are API connection credits being registered as traffic. What isnt working is the physical logging of activities...
    • Matt Larter
    • Thread
    • api integration script zoho crm
    • Replies: 25
    • Forum: Zoho

  17. Zoho Integration

    Hey guys, Trying to get my integration with zoho to work and currently I am getting the following error: Server returned a non successful status code - HTTPStatusCode=BadRequest - Reason= - Content={"code":"INVALID_QUERY","details":{"reason":"the field is not available for...

  18. Zoho CRM Jounaling Issue

    I'm having an issue with call journaling to Zoho CRM. Call lookup and contact creation is working fine. My 3CX is on V16.0.6.65 with a Pro license. I have Zoho CRM included as part of my Zoho One subscription. I receive the below in my 3cxSystemService.log. Performing GET request...
    • refocusit
    • Thread
    • call journaling zoho crm
    • Replies: 2
    • Forum: Zoho

  19. Clickable links issue in Zoho CRM with Chrome Extension

    Hello there. I have an issue with the 3CX Chrome extension and the click to call feature in Zoho CRM. I have noted that when I place the cursor above a phone number everywhere in my browser a short message appears e.g."Call +0000000 via 3CX" this is due to I have enabled the option "Convert...
    • JNCASTT
    • Thread
    • chrome extension clickable links issue zoho crm
    • Replies: 8
    • Forum: Zoho

  20. Click to call issue in Zoho CRM with Chrome Extension

    Hello there. I have an issue with the 3CX Chrome extension and the click to call feature in Zoho CRM. I have noted that when I place the cursor above a phone number everywhere in my browser a 3CX short message appears in order to use the ClicktoCall feature and if I click it the 3CX extension...
    • JNCASTT
    • Thread
    • chrome extension click2call issue zoho crm
    • Replies: 1
    • Forum: Web Client
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