Pop up not working

[HamblettConsultancy]

Hi Guys,

I have setup the integration between Hubspot and 3cx but I am stuck on the part for the hubspot popup. Here is what I have so far:

When I make a call it is pulling out the name from the CRM (using both Desktop app and Web App)
It records the call coming through on Hubspot
When I do the 3cx test it brings the contact info and contact id
I have enabled this option Automatically open contact URL when CRM integration is enabled in the webclient

There is no pop up blocker icon showing when calling, however no pop up shows

I have followed many articles which have been very helpful, but I am at a loss at the pop up stage.

Thanks in advance

 

[Evolute IT]

Hi Guys,

I have setup the integration between Hubspot and 3cx but I am stuck on the part for the hubspot popup. Here is what I have so far:

When I make a call it is pulling out the name from the CRM (using both Desktop app and Web App)
It records the call coming through on Hubspot
When I do the 3cx test it brings the contact info and contact id
I have enabled this option Automatically open contact URL when CRM integration is enabled in the webclient

There is no pop up blocker icon showing when calling, however no pop up shows

I have followed many articles which have been very helpful, but I am at a loss at the pop up stage.

Thanks in advance

Do you see the contact card icon during the call? Also, the popup will happen only on answering the call, not ringing.

 

[HamblettConsultancy]

Hi,

No there is no contact card icon and yes answered the call and no popup

 

[Evolute IT]

Hi,

No there is no contact card icon and yes answered the call and no popup

If you don't see the contact card icon, then the contact wasn't found in HubSpot, and thus no popup will open.

When you try the test feature in Settings > CRM, does it return a contact entry with URL and all?

 

[HamblettConsultancy]

Yes when I run the test, it comes up with my information and the hubspot url. when I paste the whole url into the nav bar it comes up with the contact.

 

[TheodorosG_3CX]

Under the PBX Dashboard<<Advanced<<Contacts<<Options, is the contact match strategy set to Match Exactly?

 

[HamblettConsultancy]

Hi sorrt for the late reply, This has been set as its working for hubspot activity

 

[TheodorosG_3CX]

The contact pop-up requires that there is an exact match returned from the CRM side. Furthermore you need to answer the call in order to get the pop-up. Since you clarified that you do not see any contact card icon this means that there is no match returned.
I would suggest that you create a support ticket for us to further troubleshoot.

 

[greychain]

If you're like many people you are using your own mobile number to test and you mobile is associated with your extension the call lookup will find your cell number and not do a popup. I think this would be great to put into the documentation