CRM Integration

[mdikt]

Is there a way to bind 3CX to a custom CRM such that one can search contacts in 3CX by NAME and get all contacts from the custom CRM, regardless if there were outgoing or incoming calls with that contacts in the past?

If live-querying of a custom CRM is not possible, is there at least a way to keep multiple thousand contacts from custom CRM in sync with 3CX contacts, without the need to manually import csv files with contacts?

Thanks!

Best regards,
Benjamin

 

[Evolute IT]

Yes you can use a custom CRM.

No, you can't use the name to search, obly the number.

And no, you can't sync them this way. Contacts are created in the phonebook when a call is happening (inbound or outbound). However, existing contacts are updated from the latest information of the CRM. It uses the contact URL to match.

 

[mdikt]

Thank you Frederick!

In my opinion it is a showstopper not beeing able to search contacts in foreign databases by name within 3CX. How do other companies integrate their CRM in meaningful ways?
To me this is a huge drawback and i am wondering why 3CX does not allow searching by name....

 

[Evolute IT]

Thank you Frederick!

In my opinion it is a showstopper not beeing able to search contacts in foreign databases by name within 3CX. How do other companies integrate their CRM in meaningful ways?
To me this is a huge drawback and i am wondering why 3CX does not allow searching by name....

Because most of the time, the name is wrong, incomplete or simply not provided. The number is always provided except on anonymous calls.

I use the number search and it works great. I don't know why you believe that this is not "meaningful ways".

 

[mdikt]

I use the number search and it works great

I'm not sure if we are talking about the same requirement
If i want to call someone i just want to type the NAME in a 3CX search field. Searching only by phone number seems useless in that case (if i already know the phone number, why would i need a search function to call someone?)

I totally agree that corresponding contact details should be displayed for INCOMING calls, but this is a different topic i guess...

 

[edossantos]

Can't you search for the name in the CRM application, and once you find it use "click to call" to make the call with the 3CX client?