Dismiss Notice
We would like to remind you that we’re updating our login process for all 3CX forums whereby you will be able to login with the same credentials you use for the Partner or Customer Portal. Click here to read more.

Insightly CRM Integration bugs

Discussion in '3CX Phone System - General' started by MVpbx, Nov 27, 2016.

Thread Status:
Not open for further replies.
  1. MVpbx

    Nov 21, 2016
    Likes Received:
    I was not able to post a question in docs: http://www.3cx.com/docs/insightly-crm-integration/ so instead writing here for others to join.
    3CX PRO/ PC / Windows 7 Pro / Insightly CRM
    Problem: 3CX client->Advanced->Integration->Insightly
    A) Lookup order does not get saved.
    B) When 3CX Client has ‘Import Contacts’ sync’ed with Google account, then incoming calls from persons not in Google Contacts [3CX's address book] – CRM plugin does not get triggered
    C) Journaling - Inbound & Missed calls saved in Notes. But Notes about Outbound calls to contacts in CRM don't get saved.
    Reason - wrong phone format passed to API. CRM phones are in this format: XXX-XXX-XXXX. Inbound calls are formatted by Vitelity Trunk in same format.

    To fix this, we need to add phone formatting option in Integrations.

    API log: ...\AppData\Roaming\3CXPhone for Windows\Logs\Insightly.log
    Outgoing Call not saved in CRM Notes:
    11/27/16 1:12:11 PM  Error storing call information: contact with phone number '1111111111' could not be found. 
    Incoming Calls saved in CRM Notes:
    11/26/16 5:19:31 PM - Searching URL = https://api.insight.ly/v2.2/Contacts/Search?phone_number=111-111-1111 ...
    [11.. changed here for privacy]

  2. XanthiZ

    3CX Support

    Dec 18, 2015
    Likes Received:
    Hello there,

    Thank you for your feedback. We will make tests and try to reproduce these bugs.
    We are going to inform you when there is going to be a release with the fixed issues !

    Xanthi Z.
Thread Status:
Not open for further replies.