popup lead

[Soli]

Hi everyone,

We’ve run into an issue with our Salesforce integration. The lead pop-up feature isn't working as expected.

Even though the pop-up setting is enabled, on the client’s end, it only pops up when the contact is recognized. If the lead is unknown/unrecognized, nothing pops up.

Does anyone know where we can check the logs for this, or have any suggestions on how to approach and troubleshoot this issue? Any ideas would be appreciated!

 

[NikosT_3CX]

@Soli please check our online guide.
This is defined there.
When a call comes that is not a CRM contact, then from the 3cx client you have to mark this
as a CRM Contact.
On the next call from this number, the popup will work.
Check here :

https://www.3cx.com/docs/salesforce-crm-integration/

• Create a new Salesforce contact from the 3CX client for calls from new numbers.

 

[Soli]

there is no way to popup lead?
the customer want's for the first call to popup the lead

 

[Evolute IT]

there is no way to popup lead?
the customer want's for the first call to popup the lead

There's nothing to popup until the lead is created. You would need to modify the template to autocreate the lead to have it popup.

 

[edossantos_sipcaller]

There's nothing to popup until the lead is created. You would need to modify the template to autocreate the lead to have it popup.

This is one option you have.

Another option is that the agent that receives the call, when seeing no lead name, creates a new contact in the CRM from the 3CX Web Client. When you do this by completing the form with the contact name, the contact created in the CRM will be automatically popped up, so you can continue adding details about this interaction directly in the CRM.