3CX / Pipedrive - Mark Phillips Integration

Status
Not open for further replies.

CFP

Premier Customer
Joined
Sep 25, 2020
Messages
64
Reaction score
16
hi All,

has anyone got the call journaling working with the community integration that mark kindly put together for us?

i've created a "contact" in Pipedrive with the telephone number as "AgentExtension-145" - but i'm muddled in how 3CX then has to be set, i can't see journalling taking place for this particular extension.

"The Call journaling is also fairly straightforward, but at the time of writing, there was no method in the Pipedrive API to search for an agent based upon their telephone number. Therefore, I created dummy contacts in Pipedrive for each user, with their phone number like "AgentExtension-1234" where 1234 is their 3CX extension number. Searching for the user this way then returns the user ID which can then be used to assign the call to the user in pipedrive. It's a fudge but it works."

https://www.3cx.com/community/threads/pipedrive-3cx-server-side-integration.65431/

any advice would be much appreciated.
 
Last edited:
update: @Mark Phillips kindly replied to my message (thank you again) and it looks like the missing piece of the puzzle was that i hadn't added the email address for the agent on the "contact" that needs to be created fo the journaling.
 
hi All,

has anyone got the call journaling working with the community integration that mark kindly put together for us?

i've created a "contact" in Pipedrive with the telephone number as "AgentExtension-145" - but i'm muddled in how 3CX then has to be set, i can't see journalling taking place for this particular extension.

"The Call journaling is also fairly straightforward, but at the time of writing, there was no method in the Pipedrive API to search for an agent based upon their telephone number. Therefore, I created dummy contacts in Pipedrive for each user, with their phone number like "AgentExtension-1234" where 1234 is their 3CX extension number. Searching for the user this way then returns the user ID which can then be used to assign the call to the user in pipedrive. It's a fudge but it works."

https://www.3cx.com/community/threads/pipedrive-3cx-server-side-integration.65431/

any advice would be much appreciated.
That contact shall also have email ID which matches Pipedrive Account email ID. Then it will work.
 
Status
Not open for further replies.

Latest Posts

Forum statistics

Threads
112,324
Messages
591,897
Members
165,475
Latest member
lastshadow