Call Receiver should be Lead Owner in Salesforce

[nkumar_CX3]

Hello All,

I'm working on the lead assignment part in salesforce coming from the 3CX system. So, how would I make the lead owner to the person who receive the call in the 3CX system. how to get the user details who receives call in 3CX to salesforce?

 

[edossantos]

When 3CX creates a lead when the caller's number can't be found, it does it using the configured account for the integration. At this point, it is unknown who will take this call, so that information is not available. You will need to manually re-assign the lead to the appropriate agent.

 

[nkumar_CX3]

When 3CX creates a lead when the caller's number can't be found, it does it using the configured account for the integration. At this point, it is unknown who will take this call, so that information is not available. You will need to manually re-assign the lead to the appropriate agent.

Hi edossantos,

Thanks for the reply, Can't we map the user's extension number with the lead, as we can map only three fields - First Name, Last Name and company. So, apart from these fields can we map any other fields from 3CX to salesforce leads?

 

[edossantos]

As I mentioned, the lead is created as soon as the call arrives to 3CX, even before it's sent to the extension. Then, 3CX doesn't have the extension number that will handle the call yet, because the call has not been transferred to it yet. You only have the caller's phone number, and the information you configure in the integration to be used when creating a new contact/lead (first name and last name).

 

[nkumar_CX3]

Thank you so much @edossantos, I got my answers