Freshsales CRM integration | Guide

[KaterinaK_3CX]

Integrate your Freshsales CRM system with 3CX in order to:

• Create a new contact automatically when a call is made or received from/to an unknown number
• Have the customer record brought up to you automatically when you receive an inbound call
• Launch calls straight from Freshsales via 3CX, using the 3CX Click2Call Browser extensions

This guide takes you through the steps required to set up your Freshsales CRM with 3CX.

Read the guide.

 

[FinanceThat]

Hi katerina,
we are currently using Freshsales Classic and the integration is working but not it full extent. When our employees were making incoming and outgoing calls a "Manual Call Log" was being noted within the Lead or Contact. Now we are only logging calls in Freshsales calls metric. Freshsales is not relating the Lead/Contact name or the phone number to the existing Lead/Contact. Our agents are having to manually relate them within the CRM and that's when they become visible within the Lead/Contact file. This integration was working as it should in mid 2021 however something has changed. i have attached a picture, if you kindly assist us it would be much appreciated.

 

[edossantos]

Hello @FinanceThat,

The integration with Freshsales is not being supported anymore by 3CX, and is provided as it is. If you need anything else than what's provided by the existing template, you will need to update it. You can check the following guides regarding how to build custom templates:
https://www.3cx.com/docs/crm-integration/
https://www.3cx.com/docs/server-side-crm-template-xml-description/