CRM Integration

[Abdullah Elsaied]

Hi @edossantos ,
Appreciate your help as I have custom integration with CRM, everything working fine except the create new contact it seems it's always skipped even if there is no matching,
attached the Template and logs

Thanks in advance
Abdullah

 

[TheodorosG_3CX]

I would suggest that you check the below forum post for reference:
• https://www.3cx.com/community/threads/zoho-desk-integration.122146/

 

[Abdullah Elsaied]

Hi @TheodorosG_3CX,
Many thanks for your response I tried to change the "CreateContact" scenario but still doesn't work,
I think it didn't go to this scenario at all as shown in the attached.

 

[edossantos]

The contact creation is not triggered anymore during contact lookup. You need to create the contact from the Web Client. When you receive a call and the contact is not matched, you will see an "Add contact" link, which you can click to open a dialog, fill the details and create the contact in your CRM.

 

[Abdullah Elsaied]

Does this mean that CRM integrations will not create new contacts for the not-found numbers and is this for all CRMs or custom CRM only

 

[edossantos]

Does this mean that CRM integrations will not create new contacts for the not-found numbers and is this for all CRMs or custom CRM only

It will create contacts upon request from the agent. This is not automatic. This is for the integrations developed by 3CX. You can create your own integrations, use chained scenarios, and create the contact when not found.