Only create CRM Contact for callers on a certain number? (sip trunk/call group/etc)

[bstevens]

We have setup a Freshsales CRM integration that creates a contact on every incoming call. Is it however possible to configure that contacts are only created for people calling a certain sip trunk or call group? (other creative solutions are also welcome)

 

[Evolute IT]

We have setup a Freshsales CRM integration that creates a contact on every incoming call. Is it however possible to configure that contacts are only created for people calling a certain sip trunk or call group? (other creative solutions are also welcome)

Nope.

I would disable it and create my own app to just grab the last caller ID from the CDR (You can even filter by DID or extension) and add it to your CRM via API.

 

[edossantos]

We have setup a Freshsales CRM integration that creates a contact on every incoming call. Is it however possible to configure that contacts are only created for people calling a certain sip trunk or call group? (other creative solutions are also welcome)

Unfortunately this is not possible, the integration works on the server side, for all calls, and as soon as the call arrives to 3CX, even before it is served to a queue. There is no way to apply filtering options here.

Creating your own template is not a solution either, because you don't have the information you need to filter calls as you need.

 

[Evolute IT]

Unfortunately this is not possible, the integration works on the server side, for all calls, and as soon as the call arrives to 3CX, even before it is served to a queue. There is no way to apply filtering options here.

Creating your own template is not a solution either, because you don't have the information you need to filter calls as you need.

My solution is the only one I guess.

 

[edossantos]

My solution is the only one I guess.

Yes, programming knowledge is required in this case, but doable this way.

 

[Evolute IT]

Yes, programming knowledge is required in this case, but doable this way.

Maybe https://zapier.com/ can help with easing that?