Hi
We have a working CRM integration between 3CX and HubSpot using the official CRM integration XML template. Call activity logs are syncing correctly, and [RecordingUrl] is passed and working.
What’s Working:
We’re using 3CX Pro/Enterprise with call recording and transcription enabled.
Transcription is working — when we click on a recording in the 3CX Web Client, we can see the full call transcription.
The CRM template includes placeholders like [Transcription], [Summary], and [RecordingHyperLink].
We have enabled SupportsTranscription="true" in the template
The call activity log in HubSpot includes the recording link, but [Transcription] and [Summary] remain empty.
What’s Not Working:
Despite transcription being visible in the 3CX UI, the [Transcription] and [Summary] variables remain empty in the actual log entry sent to HubSpot.
We want to include this information directly in the HubSpot activity like so:
Answered call from [Number]
Transcription: "Hello, I’m calling about your product..."
Summary: "Customer asked about pricing, requested a callback."
What We Want to Know:
Does 3CX populate [Transcription] and [Summary] internally in the integration engine when transcription is enabled?
If not, is there a supported method or variable to access the 3CX-generated transcription within the template?
Where does 3CX store the transcription (e.g., as .txt, .vtt, or embedded in a database)? Can we access it via:
A public/internal URL from [RecordingUrl]
A 3CX API endpoint
Direct file system access (on Linux or Windows)?
Has anyone successfully integrated this transcription (and possibly summary) into CRM systems like HubSpot or Salesforce via the template?
Is there any official support or documentation for extracting or passing transcription data into CRM fields?
Any guidance, official recommendation, or shared experience would be appreciated!
We have a working CRM integration between 3CX and HubSpot using the official CRM integration XML template. Call activity logs are syncing correctly, and [RecordingUrl] is passed and working.
What’s Working:
We’re using 3CX Pro/Enterprise with call recording and transcription enabled.
Transcription is working — when we click on a recording in the 3CX Web Client, we can see the full call transcription.
The CRM template includes placeholders like [Transcription], [Summary], and [RecordingHyperLink].
We have enabled SupportsTranscription="true" in the template
The call activity log in HubSpot includes the recording link, but [Transcription] and [Summary] remain empty.
What’s Not Working:
Despite transcription being visible in the 3CX UI, the [Transcription] and [Summary] variables remain empty in the actual log entry sent to HubSpot.
We want to include this information directly in the HubSpot activity like so:
Answered call from [Number]
Transcription: "Hello, I’m calling about your product..."
Summary: "Customer asked about pricing, requested a callback."
What We Want to Know:
Does 3CX populate [Transcription] and [Summary] internally in the integration engine when transcription is enabled?
If not, is there a supported method or variable to access the 3CX-generated transcription within the template?
Where does 3CX store the transcription (e.g., as .txt, .vtt, or embedded in a database)? Can we access it via:
A public/internal URL from [RecordingUrl]
A 3CX API endpoint
Direct file system access (on Linux or Windows)?
Has anyone successfully integrated this transcription (and possibly summary) into CRM systems like HubSpot or Salesforce via the template?
Is there any official support or documentation for extracting or passing transcription data into CRM fields?
Any guidance, official recommendation, or shared experience would be appreciated!
