Bitrix24 Integration

[Virtare]

Our 3CX and Bitrix24 integration doesn't seem to be performing the lookups appropriately to match the numbers. it keeps creating new contacts in Bitrix24 even though we have their numbers in the CRM. We have it set to exact match, and also added +1 to all of the numbers in our CRM. When using the test button afterwards in 3CX it seems to be working, but have hundreds of newly created contacts. Our 3CX reselller hasn't been able to provide any assistance other than stating to add +1 to the numbers in Bitrix24. It is my understanding that the correct operation would be that on an incoming call, number matching will occur, and the CRM record of that individual would open up.

 

[edossantos]

The caller's number that you receive from the SIP Trunk must match exactly the number you have in your CRM. If your SIP Trunk is delivering numbers in E164 format (including + and country code), then you need to store numbers in Bitrix exactly like that. Otherwise, another option would be that you use Caller ID reformatting:
https://www.3cx.com/docs/cid-reformatting/

 

[Деловой разговор]

Our company offers a module of advanced integration 3CX with Bitrix24 of our own design. The main features of the module:

• Transferring recordings to Bitrix24 and listening to them from the contact/lead card.
• Logging of all calls on behalf of the operator who participated in the conversation.
• Transferring full information about the call to Bitrix24, including the name of the trunk to which the call came.
• Correct accounting of missed calls by call queue or IVR.
• Registration of calls only of the specified operators.
• Creating a lead card when a call comes from a new number.
• Opening a contact/lead card on an incoming call.
• Routing of incoming calls based on the data specified in Bitrix24.
• The ability to play the name and surname of the operator who will receive an incoming call.
• Full-fledged synchronization of Bitrix24 contacts with 3CX.
• Sticking the call to the last employee for a short time.
• Possibility of call analytics using Bitrix24.

For more information, please contact by e-mail: [email protected].

The head of the company LLC "Business conversation" Dmitry Pakhomov.

P.S. A detailed description of the integration in English can be found on our website:
https://razgovor.biz/catalog/liczenzii-3cx/3cx-bitrix24-english