3CX Erratic Call logging to Hubspot

[hernanp]

In your screenshots we can see that only in the third case you got the existing contact from the CRM. In the first 2 attempts, the integration created 2 contacts, because the existing one was not found. So you will need to send the numbers in E164 format, i.e. with the plus (+) prefix and country code.

Also, please note that in 3CX v18 Update 8 we're improving the way in which we do the contact matching, and sending the number with or without the plus prefix should work. So maybe you will want to wait for this update.

Thanks. It is finding 3 different contacts, one 306, one 1306, and one +1306.
I need the webclient to send always 1306.

I tried changing it in the webclient, but I don't see an audio/video, just an audio/chat setting, and there, it has the DIDs and trunks, but not the outgoing called numbers.

I assume it is here, so I will test with this configuration, where I added the 1+ to all the DIDs and information.

 

[edossantos]

Don't you see this in the Settings menu?

 

[hernanp]

We are closer. With that modification, it normalizes the number and always gets the same record, but the 306 one, not the +1306 that is the correct one on hubspot.

As you can see, dialing in 3 different ways: 1306, +1306 and 306, it always got the same number, although not the correct one:







Always the result was:


Now that it's normalized, I need to fix the fact that is normalizing to 306 and not to 1306 as recorded in hubspot.

 

[hernanp]

Don't you see this in the Settings menu?
View attachment 35775

I do not. Is that in the webclient?













This is what I have in the webclient settings.

 

[hernanp]

It looks like I see something different than other users, I checked on another user and they do have that option:



This is a regular user, I'm an admin, that might be it.

If we leave that option unchecked, it dials 306. What do we have to have in there?

 

[hernanp]

I think I found the problem after keep testing and testing and testing.

It is working properly now by selecting the number in Hubspot and calling via the 3CX click2talk extension.

I created a new outbound rule, set it first on the order, and removed all CLID out reformatting for the sip trunk.

This is the E164 processing settings that worked:




Hopefully it makes sense to those who understand these things, and can save some to me to others in the future.