Solved 3cx scenario as soon as he picked up the phone

[Donfred]

Hello everyone! Tell me how to call a script when an employee receives a call so that a request is sent to our crm with the agent and company data.

3cx crm integration to custom system

 

[VasilisV_3CX]

Hi @Donfred,

This is possible using the Legacy Windows Client, clicking Settings >> Advanced >> Behaviour >> External Application.

Note that the new Desktop App / Web Client also has an Integration section under Settings >> Integration which can be used if you've integrated one of our supported CRMs: https://www.3cx.com/docs/crm-integration-guides/

 

[Donfred]

@VasilisV_3CX

We deployed the server on aws, installed 3cx, loaded the template. If the agent picked up the phone, and not after it ended, we want to get the data of the active poll and request to our crm.

 

[Donfred]

I guess we need to use some scenarios to get the request when the employee just picked up the phone - this is very necessary for our system, I hope it helps

 

[VasilisV_3CX]

Hi Donfred,

You can have the Web Client / Desktop App open a Contact URL from the Settings >> Integration section. You can have the script on your site somewhere and call it whenever you need to send data to the CRM. The logic however, you'll need to play with and getting it up and running yourself.

Alternatively feel free to open a file (script) using the legacy Windows App that you can download from your Customer Portal.

 

[Donfred]

@VasilisV_3CX

Thanks for the solution! I installed a windows application, made it in the test so that when I get an inbound call, my crm opens, but a new question has arisen, how can I get more data? For example, when opening crm, I need to see the number of the agent who receives the call, what should I do in this case?

 

[VoIPTools]

Using @VasilisV_3CX solution you can only get the Caller ID number and name. Have you looked at the server-side integration? CRM Integrations

 

[VasilisV_3CX]

Hi @Donfred,

@VoIPTools is correct here, the only two supported Variables are:

%CallerNumber% which will contain the incoming caller id.
%CallerDisplayName% which will contain incoming Display names

 

[Donfred]

@VasilisV_3CX,
Can you suggest how you can get the current calls through the xml template. And get the call data when the agent answered the call

using crm integration.

 

[VasilisV_3CX]

Hi @Donfred,

I'd suggest posting a new thread here: https://www.3cx.com/community/forums/crm-helpdesk-app-integration.27/ as the original post has been answered. We have a great community of partners who check it out and can help. Post which CRM you're using as well for speedy replies.