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- Sep 25, 2020
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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.
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.
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