Issue with pipeDrive XML file in V20 environment

[yono]

Dear Support Team,

I am experiencing an issue with using the same pipeDrive XML file that was working fine in V18 in the V20 environment. Specifically, CRM information that was previously displayed on the incoming call screen when using 3CX is no longer being displayed in V20.

I have not made any changes to the XML file itself.

Please advise on how to resolve this issue.

Thank you for your assistance.

Additional Notes:

• The issue is specific to the V20 environment. The same XML file works without any problems in V18.
• The CRM information that is no longer being displayed is essential for our sales team.
• We would appreciate a prompt resolution to this issue.

Sincerely,

 

[Evolute IT]

What template are you using? A custom one or the built-in one?

 

[yono]

Thank you.
I am using a custom XML file based on an existing template.

 

[edossantos_sipcaller]

In 3CX v20 you have a 3CX supported template for Pipedrive, check this:
https://www.3cx.com/docs/pipedrive-pbx-crm-integration/

Maybe you can try with this template which is supported by 3CX, otherwise you will need to contact the developer of your custom template.

 

[yono]

In 3CX v20 you have a 3CX supported template for Pipedrive, check this:
https://www.3cx.com/docs/pipedrive-pbx-crm-integration/

Maybe you can try with this template which is supported by 3CX, otherwise you will need to contact the developer of your custom template.

Thank you for your prompt response. I have already reviewed the content of the provided URL and have attempted the suggested solutions. However, I did not notice any specific information regarding the template for V20.

Could you please provide more detailed instructions on how to locate and access the template for V20? I appreciate any additional guidance you can offer.

Thank you for your continued assistance.

Sincerely,

 

[edossantos_sipcaller]

Thank you for your prompt response. I have already reviewed the content of the provided URL and have attempted the suggested solutions. However, I did not notice any specific information regarding the template for V20.

Could you please provide more detailed instructions on how to locate and access the template for V20? I appreciate any additional guidance you can offer.

Thank you for your continued assistance.

Sincerely,

The template is installed out of the box. You will see it the admin console under Admin > Integrations > CRM. If you don't see the integration, maybe you accidentally deleted it, in that case go to Admin > System > Updates, and download it again from there.

 

[yono]

The template is installed out of the box. You will see it the admin console under Admin > Integrations > CRM. If you don't see the integration, maybe you accidentally deleted it, in that case go to Admin > System > Updates, and download it again from there.

I am writing to inform you that I have successfully implemented the suggested steps and can now display Pipedrive information on the incoming call screen in V20!

Thank you for your invaluable assistance in resolving this issue. I appreciate your patience and guidance throughout the process.

 

[edossantos_sipcaller]

I am writing to inform you that I have successfully implemented the suggested steps and can now display Pipedrive information on the incoming call screen in V20!

Thank you for your invaluable assistance in resolving this issue. I appreciate your patience and guidance throughout the process.

Glad I could help!