Zoho CRM Contact Timeline

[Suri]

Hi,

We have integrated our 3CX Pro(v16.0.1) with Zoho CRM and now when a calls comes in to the webclient, it opens the CRM page for the contact (or creates a new one if it does not exist).

What it does not do is, give us a timeline of the inbound calls. The timeline just has the date the contact was created. We have assigned extension number to the user using the CRM and the calls are being answered via the same extension. Was there some other step that was missing to get the call history of the contact? We wanted the calls to be logged in as answered or missed automatically without us having to manually type in the activity tab.

I don't think the outgoing calls would be logged since we would be using the 3CX chrome extension but if there was a way to log outgoing calls automatically as well, that would be even better.

 

[edossantos]

Hello @Suri,

Inbound and outbound calls are logged by the CRM integration with Zoho.

If this is not happening, please enable verbose logs from the 3CX Console > Dashboard > Activity Log > Settings. Then make a test call and check the 3cxSystemService.log file, where all the interactions between 3CX and Zoho are written. There you will see any error that might be happening while trying to create the call activities in Zoho.

Kind regards.