Help with 3CX / Hubspot CRM Integration

[Jonathan-Marsden-TTG]

Hi Everyone,

First post on the forums so please go gentle on me

I run a company called The Technology Group in the UK, and whilst from a Technical Sales background, I'm not a full-blown engineer, so apologies if I have missed something in the documentation.

We have a prospective customer looking to integrate Hubspot, however in testing it is popping on "Ring", and not on "Connection" (which is the client's desired method). Is it possible to change a variable somewhere in the XML CRM template or 3CX admin / user settings to make the screenpop on "Connection" instead? We cannot see any and it would seem crazy to go down a full-on custom dev project for such a minor tweak.

We have monitored this page https://www.3cx.com/community/threads/hubspot-crm-integration-scope-issue-nov-21-update.84336/ and seen there are some temporarily new Hubspot templates which was useful.

Many thanks in advance if anyone can assist.

Jonathan Marsden

 

[edossantos]

Hi Everyone,

First post on the forums so please go gentle on me

I run a company called The Technology Group in the UK, and whilst from a Technical Sales background, I'm not a full-blown engineer, so apologies if I have missed something in the documentation.

We have a prospective customer looking to integrate Hubspot, however in testing it is popping on "Ring", and not on "Connection" (which is the client's desired method). Is it possible to change a variable somewhere in the XML CRM template or 3CX admin / user settings to make the screenpop on "Connection" instead? We cannot see any and it would seem crazy to go down a full-on custom dev project for such a minor tweak.

We have monitored this page https://www.3cx.com/community/threads/hubspot-crm-integration-scope-issue-nov-21-update.84336/ and seen there are some temporarily new Hubspot templates which was useful.

Many thanks in advance if anyone can assist.

Jonathan Marsden

Hello Jonathan,

The popup can only be launched on call ring. There is no setting to control this and change it to be launched on call connected. What you can do is configuring the Web Client > Settings > Integration > Off, so no automatic popup will be triggered. Then, when the agent is about to answer the call, they can click on the contact card button, to manually launch the contact record, and then answer the call. It's an additional click, but it's the best you can do.

 

[Jonathan-Marsden-TTG]

Hello Jonathan,

The popup can only be launched on call ring. There is no setting to control this and change it to be launched on call connected. What you can do is configuring the Web Client > Settings > Integration > Off, so no automatic popup will be triggered. Then, when the agent is about to answer the call, they can click on the contact card button, to manually launch the contact record, and then answer the call. It's an additional click, but it's the best you can do.

Many thanks for coming back to me Ernesto. Is there a specific technical limitation to this why 3CX can't do this (a lot of other platforms have an option of either), or is this perhaps something that could be a feature request and possibly added into the CRM admin options if there is enough support?

Thanks

 

[Evolute IT]

Vote here: https://www.3cx.com/community/threads/open-crm-on-connected-instead-of-ringing.78977/

 

[VoIPTools]

We have a hubspot integration for 3CX Phone for Windows that can pop on ringing or answered.