Zoho CRM & 3CX integration test works, contacts not syncing

[medlintxctr]

Under 3cx management console. Under Settings and then CRM. We can click test, input a phone number currently stored in Zoho CRM, and the XML output is good (a successful test).

However, there no syncing occurring between Zoho CRM contacts and the 3CX phone book.

Jay Hall
[
{
"UnparsedOutputs": {
"ContactUrl": "https://crm.zoho.com/crm/EntityInfo.do?module=Contacts&id=xxxxxxxxxxxxxxxxx",
"FirstName": "New",
"LastName": "Referral",
"Email": "[email protected]",
"PhoneBusiness": "+1xxxxxxxxxx",
"PhoneBusiness2": "",
"PhoneHome": "",
"PhoneOther": "",
"PhoneMobile": "",
"FaxBusiness": "",
"CompanyName": "",
"EntityType": "Contacts",
"EntityId": "xxxxxxxxxxxxxxxxxxxx"
},

 

[TheodorosG_3CX]

The CRM test will not sync the contact to the 3CX Phonebook. The purpose for this test is to check the connection between 3CX and CRM. You need to make calls and check if they are matched and synced with the 3CX Phonebook.

 

[medlintxctr]

The CRM test will not sync the contact to the 3CX Phonebook. The purpose for this test is to check the connection between 3CX and CRM. You need to make calls and check if they are matched and synced with the 3CX Phonebook.

 

[medlintxctr]

Right. But what else has to be done to start the syncing?

 

[medlintxctr]

Nvm. It is working once we initiate contact.

 

[TheodorosG_3CX]

Once you receive a call, the PBX will make contact lookup to the CRM. If there is a match there will be a contact sync in the 3CX Phonebook. You may also check: https://www.3cx.com/docs/pbx-crm-integration-zoho/#:~:text=Contact Synchronization