Custom CRM integration - variable extension

[Exalogic]

Hello,
we are going to create custom CRM integration, first test ended good. Now i try to write how things works.
When income call, the 3CX send request to find contact by the phone number. Our server response contact with necessery variables (i see the response variables in test in CRM integration web interface). When the 3CX have response text and variables than it dont show Name of the caller on the phone (i thought it need contact created in 3cx contacts). I dont know why. Could help with this?
When caller is redirected by the digital receptionist to the extension, and its ringing, how can i pass variable extension to my CRM server? I only found variable extension in call journalling after call end. This is the most thing i want to reach. Could you help with this?

Many thanks
Best regards

 

[edossantos]

When the 3CX have response text and variables than it dont show Name of the caller on the phone (i thought it need contact created in 3cx contacts). I dont know why. Could help with this?

The name will be displayed on the phone's screen for the second call. This is because the call is sent to the phone before the results are received from the CRM.
If you use the Web Client, even for the first call you will see the contact details, as soon as they're received.

When caller is redirected by the digital receptionist to the extension, and its ringing, how can i pass variable extension to my CRM server? I only found variable extension in call journalling after call end. This is the most thing i want to reach. Could you help with this?

This is not possible. The Contact Lookup happens when the call is received, and even before it's sent to the agent. So you don't have the extension number to which the call will be sent. Call Journaling happens when the call ends, and there you have this detail.

 

[Exalogic]

Thanks for your reply.
We have database of our contacts on our server. When is incoming call, 3cx send request for the contact search by phone, i returned the contact but caller name doesnt show on the phone. I tried this many times. In the first call it does create contact in 3cx contacts and in the second call it displayed caller name from the 3cx contacts database? Did you mean i must create contact in 3cx contacts for this?

I saw the call log and there is screenshot from it.

First call log is on digital receptionist IVR and then redirected to extension agent. When the first call log is ended, does it can pass variable redirecting to extension?

 

[edossantos]

When an inbound call arrives, the contact will be taken from your CRM/database and imported into 3CX Contacts. For the first call from this number, the contact name will be shown as the caller name only in the Web Client. Normal phones will receive the caller name only from the second call and onwards.

If you want that the caller name is shown from the first call, you need to import all your contacts from your database to 3CX. You can do this from the 3CX console.