Does the freshdesk integration also work with freshsales?

[chrisbeam]

Does the freshdesk integration also work with freshsales?

I have the freshsales suite and selected in 3cx the freshdesk intragration. Added my API key and the prefix of my account Domain part..

I get errors.trying to get the integration to work on the current version of 3CX Pro.

Based on the 3cx guide they are using a Domain part (e.g. [mycompanyname]) from "https://[mycompanyname].freshsales.io".

Freshsales lists in their personal API page a different url pointing at "[mycompanyname].myfreshworks.com/crm/sales".

I have tried using only the prefix company name and the entire URL in the 3cx Domain part field.

when i test with the phone n umber of a dummy contact stored in freshsales, i get these errors:

1) Not Found - using freshdesk template

Erro message:

Server returned a non successful status code - HTTPStatusCode=NotFound - Reason=Not Found - Content=

The Details page states then:

Started scenario with empty id
Request text: https://[mycompanyname].freshdesk.com/api/v2/contacts?phone=041070
System.Exception: Server returned a non successful status code - HTTPStatusCode=NotFound - Reason=Not Found - Content=
at CrmIntegration.ScenarioProcessorBase.ProcessRequest(ScenarioRequest request, IValueManager customManager, HttpClient client, CancellationToken token)
at CrmIntegration.ScenarioProcessorBase.ProcessScenario(ProtocolScenario scenario, IValueManager customManager, CancellationToken token)
at CrmIntegration.ScenarioProcessorBase.Execute(ProtocolScenario scenario, CancellationToken token)
at CrmIntegration.CrmProcessor.GetContactInfoFromCrm(List`1 result, IEnumerable`1 scenariosToProcess, IValueManager customManager, Func`2 filterResultsFunctor, Func`1 createContactRecordFunctor, CancellationToken token)
at CrmIntegration.CrmProcessor.GetContactInfo(String contactNumber, InteractionTypes interactionType, CancellationToken token)

2) "no account found" using freshsale v2 template

I also downloaded the freshsalesv2.xml file and added it to my 3cx integrations.

There i added all the necessary details and tested again with my test number.

This also leads to an error:

Server returned a non successful status code - HTTPStatusCode=NotFound - Reason=Not Found - Content={"errors":{"message":["No account found with requested domain"],"code":404}}

This is the details error:

Started scenario with empty id
Request text: https://[mycompanyname].freshsales.io/api/lookup?q=54041070&f=work_number&entities=contact&include=sales_account
System.Exception: Server returned a non successful status code - HTTPStatusCode=NotFound - Reason=Not Found - Content={"errors":{"message":["No account found with requested domain"],"code":404}}
at CrmIntegration.ScenarioProcessorBase.ProcessRequest(ScenarioRequest request, IValueManager customManager, HttpClient client, CancellationToken token)
at CrmIntegration.ScenarioProcessorBase.ProcessScenario(ProtocolScenario scenario, IValueManager customManager, CancellationToken token)
at CrmIntegration.ScenarioProcessorBase.Execute(ProtocolScenario scenario, CancellationToken token)
at CrmIntegration.CrmProcessor.GetContactInfoFromCrm(List`1 result, IEnumerable`1 scenariosToProcess, IValueManager customManager, Func`2 filterResultsFunctor, Func`1 createContactRecordFunctor, CancellationToken token)
at CrmIntegration.CrmProcessor.GetContactInfo(String contactNumber, InteractionTypes interactionType, CancellationToken token)

It is strange because this even matches more what we should have, but it finds no domain???

 

[TheodorosG_3CX]

Freshsales integration is no longer under the list of the supported CRM integrations. However as you can see in the below guideline you are able to download the latest template, added to the CRM integrations and proceed.
Keep in mind though that there is no further implementation so if there is any change from the CRM side you will need to customize this template accordingly:
• https://www.3cx.com/docs/freshsales-crm-integration/

 

[chrisbeam]

Freshsales integration is no longer under the list of the supported CRM integrations. However as you can see in the below guideline you are able to download the latest template, added to the CRM integrations and proceed.
Keep in mind though that there is no further implementation so if there is any change from the CRM side you will need to customize this template accordingly:
• https://www.3cx.com/docs/freshsales-crm-integration/

Which CRMs are you planing to continue supporting?

I am currently testing freshsales, so i am still able to switch to another CRM system that is fully supported and matches our needs.

 

[TheodorosG_3CX]

In the below list you are able to see the list of the supported CRM integrations:
• https://www.3cx.com/docs/crm-integration-guides/
Keep in mind though that even of it not in our supported list you may also consider creating your own template with the 3CX CRM Template Generator tool as long as your CRM uses REST API and you have the available documentation
• https://www.3cx.com/docs/crm-integration/