3cx integration with vtiger Crm 7.1

[kareemmahmoud]

Dears

kindly i have done integration between 3cx and Vtiger Crm7.1 self host when i make test by number including crm i can got all info but Call Journaling is not working and create contact not working also is there any one have template working fine with him share it with me thanks so much

note i have 3cx V20

 

[Alejandro_3CX]

Hi, I wonder if you are using the default template? are you using Vtiger Cloud CRM edition? The Community Edition is not supported.

To create contacts you need the option below enabled



then the user may click on add contact when receiving a call

 

[kareemmahmoud]

Dears

kindly i have done integration between 3cx and Vtiger Crm7.1 self host when i make test by number including crm i can got all info but Call Journaling is not working and create contact not working also is there any one have template working fine with him share it with me thanks so much

note i have 3cx V20

hi am use default template after research i made some customization and i can make a test from 3cx to my vtiger 7.1 self host
but Call Journaling is not working any support or idea please

 

[Alejandro_3CX]

hi am use default template after research i made some customization and i can make a test from 3cx to my vtiger 7.1 self host
but Call Journaling is not working any support or idea please

Please use the default template without any customization, then validate that contact lookup and contact creation is working correctly.

To get the call journaling the contact must exist in the crm, that is why contact lookup/creation is important that works correctly.

 

[edossantos_sipcaller]

The Vtiger community edition that you can self-host is not supported by the default template. The REST API provided by Vtiger cloud is not available there. There is an old API available, but it's different. You will need to create a custom template using the CRM Tool for this to work.