HubSpot and FreshDesk Integration Issue

[Scot Busby]

We have been exploring CRMs in our organization over the past few years. It's been a corporate goal for a while, but things have side-tracked forward progress in this area for a while. We first tried FreshDesk as a trial - this was back on a previous 3CX version (probably a 1 or 1.5 years ago). The 3CX integration worked fine, but the organization decided this was not the CRM for them. Recently, the urge to move again in this direction has us looking at HubSpot CRM. The integration with 3CX, while not without it's little challenges, seems to be working, however, I have this odd issue.....

After setup of the integration between HubSpot and 3CX, I tested the (successful) the integration and turned on the services. When making inbound test calls, the 3CX system tried to bring up the old FreshDesk system pop-up rather than the HubSpot system. I'm not sure why that is since the old FreshDesk integration is disabled and not in use. Are there configuration files I need to delete or update which will clean this up and allow the HubSpot integration to work properly?

Thank you!

 

[Evolute IT]

You need to clear the old contacts from the system since the URL is kept in the database.

Advanced > Contacts > Delete > Delete CRM Contacts

This will clear them up and you'll be able to test using HubSpot. Make sure to save all numbers in E164 or at least in the same format as your provider uses for CID. HubSpot only supports exact match.

 

[Scot Busby]

Thank you - that resolved the issue - I did not even notice the CRM contacts were different than the contacts I imported initially. Thank you!