Zoho CRM auto contact creation and contact Pop-up

[g.singh]

After the recent v18 Update 8 of 3CX, we've encountered an issue where it no longer creates contacts for new incoming calls in ZohoCRM, and the contact popup functionality is also not working.
This problem is specific to new contacts; the functionality still works seamlessly for existing contacts.

I am aware the new changes implemented by 3CX which stops the automatic contact creation and agents needs to create them from 3CX app directly.

We have three businesses who uses 3CX and their Customer Service Team heavily relies on the automatic contact creation and popup features.

I'm curious if anyone in the community has successfully edited the template to restore this functionality. Any insights or solutions would be greatly appreciated.

Thank you in advance!

 

[Charles_3CX]

As you mentioned, the feature has changed, and contacts must be manually stored by the agent answering the call. There is no way to re-instate the feature to auto-store contacts.

 

[kristofdb]

After the recent v18 Update 8 of 3CX, we've encountered an issue where it no longer creates contacts for new incoming calls in ZohoCRM, and the contact popup functionality is also not working.
This problem is specific to new contacts; the functionality still works seamlessly for existing contacts.

I am aware the new changes implemented by 3CX which stops the automatic contact creation and agents needs to create them from 3CX app directly.

We have three businesses who uses 3CX and their Customer Service Team heavily relies on the automatic contact creation and popup features.

I'm curious if anyone in the community has successfully edited the template to restore this functionality. Any insights or solutions would be greatly appreciated.

Thank you in advance!

what version of Zoho integration are you using on your 3CX pbx?

 

[TheodorosG_3CX]

This implementation is on the latest 3CX Update 8

 

[kristofdb]

Then I guess you're using version 27. With this version I also encounter some issues. I've used version 26, and this solved our problem.

 

[edossantos]

Then I guess you're using version 27. With this version I also encounter some issues. I've used version 26, and this solved our problem.

Using an old template will not solve the issue, because the contact creation scenario is not invoked automatically in v18 U8. You're probably running 3CX v18 U7.