Insightly CRM

[MVpbx]

I'm having a problem with Insightly Journaling - Inbound & Missed calls saved in Notes. But Notes about Outbound calls in CRM don't get saved.
Reason - wrong phone format passed to API. All of my CRM phones are in this format: XXX-XXX-XXXX.

I solved CRM search in correct format by creating Reformat Incoming Caller ID in SIP Trunks->Vitelity Inbound trunk-> Caller ID tab-> Inbound:

But this is not working for outbound Caller ID reformating.

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:

05/04/18 5:01:34 PM - Searching URL = https://api.insight.ly/v2.2/Leads ...
05/04/18 5:01:36 PM - Error storing call information: contact with phone number '1111111111' could not be found.

I previously posted this here: https://www.3cx.com/community/threads/insightly-crm-integration-bugs.46463/

 

[MVpbx]

Anybody has an insight on how to approach this problem?
- I've realized that reformatting outbound Caller ID inside trunk config is not a good solution - most SIP providers require numbers without dashes, spaces.
Does anybody know how to modify CRM plugin to use api search using a specific pattern?
Thanks

 

[edossantos]

Unfortunately we do not support that CRM anymore, it has been removed from our supported CRM list. But you have the scripts we created for it when we did support it, so you can edit these scripts to achieve what you need. Check the file "ContactFinder.cs" which has to HTTP requests sent to the CRM, you can edit it to format the number as you need.

 

[MVpbx]

Thank you Ernesto, too bad 3CX crossed Insightly from integrations, it's pretty powerful CRM. Thanks for advice.