new Customers Call

[mismail]

Hi!

I have a problem with Zoho Integration for new customers it won't to the pop-up window just for old recorded data for old customers any suggestion to solve the problem

 

[TheodorosG_3CX]

Are you answering the call?

 

[mismail]

Yes answering but no pop-up

 

[TheodorosG_3CX]

Once the call comes in, are you able to see the contact card matching in the 3CX Dialer?

 

[edossantos]

If there is no matching contact in the CRM, you will need to create it manually from the Web Client when the agent receives the call. You will see an "Add contact" link in this case.

 

[mismail]

Thank you!

 

[mismail]

Once the call comes in, are you able to see the contact card matching in the 3CX Dialer?

Yes if it's matched if it no recorded datathe caller it won't pop- up,
The customer would like the system to pop up once a new caller called on new contact on CRM Zoho

 

[TheodorosG_3CX]

If this is a new number and it is the contact is created the pop-up will be triggered on the next call from this number