new lead is not created with unknown number

[FirstPoint]

Hello,
We have configured the integration with Zoho and everything seems to work, but, when incoming calls from unknown numbers a new lead is not created in Zoho CRM.

 

[Evolute IT]

Have you given the right permissions for the app in Zoho Console?

Also, did you modify fields in the Lead entity in Zoho? If so, you might need to adjust the template for it.

Start by enabling Verbose logs (Dashboard > Activity Log > Settings), run a few tests calls and then go back to Activity Log > Logs > Instance, and check the 3CXSystemService.log file for errors. You can find CRM stuff by doing a simple find of "CRM:".

 

[FirstPoint]

Hi,
Yes, I've edited the lead's field.
Where I can adjust the template for it?

Thanks in advance.

 

[edossantos]

Are you sure you need to edit the template? Do you see an error in the 3cxSystemService.log file related to the changes you did to the Leads entity in Zoho? If so, you will need to take the template from the 3CX server (you can use the "Show template" button for this), copy the contents into a text file, make your changes, and upload it as a custom template. Please note that this will cause that any fix, improvement, new functionality added to the standard template, will not be applied to your installation, so this is not recommended unless there is no other option.