3CX and odoo Integration issue

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aslampa

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Objective: Integrating 3CX to our CRM to Track the call history of the dialer which is linked to our enquiry(Lead). From our CRM lead, the user will make calls directly to 3CX which will return the corresponding call logs against the respective enquiry. Apart from the phone number, we pass

Step 1: Created a 3CX CRM template and created relevant API’s in our CRM.

Step 2: Established the outbound call with 3CX through our CRM.

Step 3: Retrieved Call logs from the 3CX call journaling to our CRM.


Problem:

While initiating the outbound calls from our CRM, we are passing the customized parameter(lead_id) to 3CX but responses do not contain the lead_id which is a unique reference to track call history in our CRM. It will differentiate the Is there any way to overcome this roadblock?

Additional Information

I tried checking the details of Direct API for syncing contacts, but we could not get it. Is there any Direct API call to sync the contacts between 3CX and CRM?



Please find the attachment which contains the request and response.
 
Hello, I am integrating our Odoo CRM with 3CX. I have correctly created the 3CX CRM template (see attachment below) and the lookup contact function works fine. Indeed, the call jurnaling, even if enabled, does not work properly: no calls are received by the CRM when the calls end.

Furthermore, is possible to start call from CRM? I do not found any suggestion in 3CX guide.

I hope we can find a common solution for all of our problem.
 

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@domenico.stragapede
We've reviewed your template and we've detected a number of problems.

What I would suggest is to use the "Wizard" of the CRM template Generator that will streamline the process of creating a server-side CRM template.

Check the respective video:

Documentation:
https://www.3cx.com/docs/crm-integration/
 
@Constantinos Constantinou Thank you for reply. Can you help me to find out the problems into my template? I have already see this video and i have read the online guide for CRM integration. My template is a standard template (made from template generator) plus some modifications, like domain and autentication.
In addition, is possible to start a call directly from the CRM? Is there a guide related?
Thank you for your support.
 
Unfortunately, I cannot help you with the modifications due to limited technical expertise on the field of CRM Server Site Template. What I know is that with Wizard the process should be straightforward if you have in place the web calls.

Calling directly from CRM, you can check our Browser Extension that parses websites and creates clickable links.
 
Hi Team,

Attached is the template which we used and the same generated with your template generator tool.

While initiating the outbound calls from our CRM, we are passing the customized parameter(lead_id) to 3CX but responses do not contain the lead_id which is a unique reference to track call history in our CRM. It will differentiate the Is there any way to overcome this roadblock?
 

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