3CX and Zoho

[Daz5505]

Hi

I am having issues with 3cx not putting the correct informatinon in to the phonebook and into the CRM in Zoho. It will query the CRM but it only adds the last name to the 3CX phonebook and the phone numvers do not show in the phonebook. Please can anyone assist. I have put 00000 as the phone numver to for privicy reasons. sometimes it does not mach and creates a new contact despite the number being in the Zoho CRM

Thanks for you assistance.

Please see the search and log below

Search
[
{
"UnparsedOutputs": {
"LastName": "Shaw",
"PhoneMobile": "00000000000",
"PhoneBusiness": "00000000000",
"Email": "[email protected]",
"ContactUrl": "https://desk.littleit.net/support/littleit/ShowHomePage.do#Contacts/dv/67189000000128036",
"ContactId": "67189000000128036"
},
"FirstName": null,
"LastName": "Shaw",
"Email": "[email protected]",
"ContactUrl": "https://desk.littleit.net/support/littleit/ShowHomePage.do#Contacts/dv/67189000000128036",
"CompanyName": null,
"PhotoUrl": null,
"ContactType": 0,
"PhoneBusiness": "01942508908",
"PhoneBusiness2": null,
"PhoneHome": null,
"PhoneHome2": null,
"PhoneMobile": "0000000000",
"PhoneMobile2": null,
"PhoneOther": null,
"FaxBusiness": null,
"FaxHome": null,
"Pager": null
}
]

LOG

Started scenario with empty id
Request text: https://desk.zoho.eu/api/v1/publish...a&orgId=20077128258&contactNumber=00000000000
Response text: {"data":[{"lastName":"Shaw","country":null,"modifiedTime":"2021-05-07T09:36:16.000Z","secondaryEmail":null,"city":null,"customFields":{},"description":null,"title":null,"type":null,"ownerId":"67189000000092001","photoURL":null,"twitter":null,"street":null,"createdTime":"2021-04-08T09:48:24.000Z","isEndUser":true,"zohoCRMContact":{"id":"354880000000333003","type":"leads"},"state":null,"customerHappiness":{"badPercentage":"0","okPercentage":"0","goodPercentage":"100"},"id":"67189000000128019","email":"[email protected]","zip":null,"owner":{"photoURL":"https://desk.zoho.eu/api/v1/agents/67189000000092001/photo?orgId=20077128258","firstName":"Darren ","lastName":"Shaw","emailId":"[email protected]","id":"67189000000092001","zuid":"20077128470"},"cf":{},"facebook":null,"mobile":"00000000000","layoutId":"67189000000023005","firstName":"Darren","accountId":"67189000000194127","phone":"01942508908","webUrl":"https://desk.littleit.net/support/littleit/ShowHomePage.do#Contacts/dv/67189000000128019","account":{"website":"www.hope.wigan.sch.uk","accountName":"Hope School and College","id":"67189000000194127"}}],"count":1}
Response finished
Variable Id set to 67189000000128019
Variable Name set to Shaw
Variable WorkPhone set to 01942508908
Variable MobilePhone set to 00000000000
Variable Email set to [email protected]
Variable WebUrl set to https://desk.littleit.net/support/littleit/ShowHomePage.do#Contacts/dv/67189000000128036
Finished scenario with empty id
Result obtained

 

[edossantos]

The number being searched must match exactly the number you have stored in Zoho. Ensure that you store your numbers in Zoho with the same format used by the SIP Trunk when it sends calls to you. For example, if you receive calls with country code prefix, then you must store phone numbers in Zoho with country code prefix, otherwise you will not have a match.

 

[Daz5505]

Thanks for that.

When 3cx does match, it does not fill in the first name field but it does the 2nd name. Also when it adds the contact i am not sure why but the number does not show in the phonebook?

Can you help.?

 

[edossantos]

Now that I see this better, you're not using the integration we provide with Zoho CRM. You're integrating with Zoho Desk. We don't support Zoho Desk, probably you got this integration from Zoho, I know they have created a template for it. However, this is not supported by 3CX, so I can't tell why the FirstName is not being matched. You should contact the developer of this custom template.