Custom CRM Integration

[George Gitere]

I have created a custom integration to 3CX template which i expects to pop up the caller profile. The template tests successfully on the Template Generator. However, after uploading the template in 3CX, the integration does not show the caller's pop up. Kindly help in resolving this issue.

 

[edossantos]

The integration works as follows:

• When you receive a call from an external number, the CRM engine uses the template to perform the lookup in your CRM. The contact details are obtained back and added to 3CX Contacts.
• This information is then passed to the 3CX Web Client of the agent picking up the call.
• The Web Client automatically opens the contact record when the call is received.

So, you need to ensure that you're using the Web Client. Also, ensure that the Web Client is not blocking popups.