Call not logging into zoho crm from 3cx

[Vetri Murugan]

Hi Team,

I have integrated zoho crm with 3cx ,integration is done perfectly based on user guide,it is working (Checked by test the zoho crm phone number in 3cx i gove the response and also whenever i click the phonenumber i in zoho crm,i redirected to 3cx and phone number is added with 3cx crm company book.)

But the issue is i can't able to get call log details in my Zoho crm from 3cx (i have tried everything,both inbound calls and outbound call).what can i do ?.

Please let me know to solve the issue.

 

[TheodorosG_3CX]

You may set the PBX in verbose and check the system service log file for further troubleshooting.

 

[Vetri Murugan]

Could you let me know how to set the verbose?what is verbose ?

How to check the system service log file ..this could help me solve this issue.

 

[TheodorosG_3CX]

Regarding how to collect the PBX logs and set it to Verbose you may also refer to:
• https://www.3cx.com/docs/collecting-logs-for-3cx-support/

Keep in mind that the call journal depends also on the contact match that is returned to the PBX and also the email of the user in the CRM that matches the extension email.

Generating the logs and checking you can find the information, but if for any further investigation i would suggest that you create a ticket to the Support.

 

[Vetri Murugan]

Okay let me chheck .In Above you have mentioned the extension email match to crm email?

is the extension email means chrome login email(We have added the 3cx extension to chrome)

 

[TheodorosG_3CX]

When you create an extension you also configure an email for that extension. That email should also match the user email in the CRM for the user. This is also included in the guideline:
• https://www.3cx.com/docs/pbx-crm-in....-,Call & Chat Journaling,-To report external

 

[Vetri Murugan]

In Above screenshot where i need to configure the email there is no email configuring option

 

[TheodorosG_3CX]

This is a screenshot from the settings of the Click2Call.
Please check the guideline where it is stated:
"To report external calls and chats to Zoho, the email address configured for the 3CX extension must match the email address of a Zoho user. This way 3CX can map the 3CX extension receiving the call or chat to the Zoho user."

 

[Vetri Murugan]

we have integrated the zohocrm extension in 3cx management console In there management console there no email setting right?or ?

 

[Vetri Murugan]

Hello is there any update ?

 

[Vetri Murugan]

do we need to do add users in USER section? .please find the below screenshot.

 

[Vetri Murugan]

Hi Any update regarding this

 

[TheodorosG_3CX]

I believe there is a confusion here regarding CRM integration. Let me clarify:
• In the PBX management console you create the PBX extensions and you are also configuring email addresses for the users
• In Zoho you create users as well
• The email that you are using for the extension in the PBX must be also configured in Zoho for each user in order to match and report the call.

 

[Vetri Murugan]

the zoho user email which we used in pbx integration extension (that client id and client secret added section) is not added in PBX user section(below screenshot) ,so it can chance to fail the call logs right ?

 

[TheodorosG_3CX]

There is nowhere mentioned that "that client id and client secret added section"
The extension email should match the email of the user in Zoho.