CRM Integration in V20 - 3CX reloaded

[rprajapati]

Hello

We are currently using CRM Integration for Vtiger Opensource integration with 3cx.
This integration is working and we are using Call Journaling in it.
Using Call Journaling we are getting notifications in our CRM when a call is completed in 3cx, Outgoing, and Incoming.

But we need to get a notification in our CRM when the Call is Connected, which is not in the current integration.
We heard that 3cx will have a new release v20 - 3CX Reloaded - V20 with new features and API support but there is no news on Integration.

So is there any way we can get a notification in our CRM when the Call is Connected in the current version or in this new V20?

Thank you in advance.

 

[TheodorosG_3CX]

Just to clarify, you want to report call once it is connected?

 

[rprajapati]

Just to clarify, you want to report call once it is connected?

Correct.

 

[TheodorosG_3CX]

The call journal will be triggered once the call is terminated. Since it will report call duration there is no point to report once it is answered and once it is terminated.

 

[rprajapati]

The call journal will be triggered once the call is terminated. Since it will report call duration there is no point to report once it is answered and once it is terminated.

We need something that triggers a notification on our CRM when a call is connected.
Currently, we did not find any solution for this so we used call journal.

 

[TheodorosG_3CX]

I'm afraid this is not possible as the call or chat requires to be terminated in order to be reported to the CRM.

 

[rprajapati]

As I said, we will need this anyhow, with using CRM integration or using API, or any other options.
In the new v20, they have mentioned a new API that gets real-time user status.
So we were checking if 3cx have made any changes in CRM Integration also to support this.

 

[N_G]

Yes its on the way but will take some more time. At least a few more months. But its gonna be quite some development as you will have to make the connection to the CRM system yourself....

 

[greychain]

Cant you trigger this when the system is doing a lookup by number?

 

[rprajapati]

Cant you trigger this when the system is doing a lookup by number?

Thanks for your reply.

We can not use lookup by number because we need information about the agent which is not possible.
Also, there may be calls that are dialed but not connected and we do not want that.

Thank you

 

[rprajapati]

Yes its on the way but will take some more time. At least a few more months. But its gonna be quite some development as you will have to make the connection to the CRM system yourself....

Thanks for your reply.
It is good to hear that it will be there but until it gets released, we will try to find some alternative.

Thank you

 

[AGidi]

Hello, Hoping you are all in good health. Sorry to highjack the thread, but how did you get vTigerCRM open source self hosted working with 3cx? Im testing with a vtiger v8 with no luck. Can you share how you did it? thanks

Im getting lots of errors atm.

 

[edossantos]

The on-premise version is not supported, as it doesn't have the REST API being used by 3CX to interact with Vtiger. You will need to use the online version provided by Vtiger.

 

[AGidi]

ohh i mistakenly understood they were using the self hosted version.
In case we want to make the community version work , we would need to look intooo..?? all pointers and suggestions are welcomed.

 

[edossantos]

You will need to create a custom template. Check this:
https://www.3cx.com/docs/crm-integration/
https://www.3cx.com/docs/crm-template-xml-description/

 

[rprajapati]

ohh i mistakenly understood they were using the self hosted version.
In case we want to make the community version work , we would need to look intooo..?? all pointers and suggestions are welcomed.

I have below the CRM Template which uses the web service of vtiger open source, you can use that for integration.

 

[rprajapati]

I found that the version 20 preview is available, so I gave it a try, but I did not find any way to achieve our goal.
References:
3CX v20 Beta 1
3CX v18 Update 9

In the 3CX v20 blog, it was mentioned that 3CX will publish two new APIs, but I found nothing about that.
Reference: 3CX v20 Roadmap


Does anyone have a solution for this?

Thank you in advance.

 

[edossantos]

I found that the version 20 preview is available, so I gave it a try, but I did not find any way to achieve our goal.
References:
3CX v20 Beta 1
3CX v18 Update 9

In the 3CX v20 blog, it was mentioned that 3CX will publish two new APIs, but I found nothing about that.
Reference: 3CX v20 Roadmap


Does anyone have a solution for this?

Thank you in advance.

What are you trying to achieve? If you need to develop a custom integration, please follow these guides:
https://www.3cx.com/docs/crm-integration/
https://www.3cx.com/docs/crm-template-xml-description/

 

[rprajapati]

What are you trying to achieve? If you need to develop a custom integration, please follow these guides:
https://www.3cx.com/docs/crm-integration/
https://www.3cx.com/docs/crm-template-xml-description/

we need to get a notification in our CRM when the Call is Connected.
Please check the starting threads for more details and also a reply by Nick Galea.

Thank you

 

[edossantos]

we need to get a notification in our CRM when the Call is Connected.

Thanks for your feedback. Looks like you will need to wait for an API that lets you receive notifications for those events. Using a template this is not possible. I can't tell when this API will be available.