HubSpot Configuration: Not going to plan

[andytelco]

Hi team,

We have a customer who has integrated their Hubspot with their 3cx.

Their main goal is that when a call comes through and it is picked up, the customer's contact card opens up/or an auto ticket opens up so that they can straight away put details in.

This is not happening on their end through 3cx and I have also attached another attachment regarding their desktop integration.
What do they need to do and does anyone know the correct configurations even though we have followed every step by step.

Thanks

 

[TheodorosG_3CX]

Since the integration has been configured in the PBX you need to select the 2nd option "Open Contact URL using Server Side CRM integration" .
In order to get the pop-up though it is required that a valid match is returned to the PBX from the CRM. To elaborate, when there is an incoming call to the PBX, the called number will be sent to the integrated CRM. The CRM will respond to the query whether there is a valid match or not. If the number match an existing contact in the CRM this will also include the contact URl and it will pop-up. In this case you need to check this behavior.