Zoho CRM Integrated with 3cx But Activity Not Working

[Majdi-B]

Hi every one,

I already Integrated zoho crm with 3cx this 1st step.
2nd step test client number from Settings / CRM Integration / Test button & the Number Match.
3rd step "Enable Call Journaling"
Test Outbound call & Inbound Call Activity Not Working.

Note: Query CRM for create contact "Working Well"

Need Help
Best Regards

 

[Evolute IT]

Hi every one,

I already Integrated zoho crm with 3cx this 1st step.
2nd step test client number from Settings / CRM Integration / Test button & the Number Match.
3rd step "Enable Call Journaling"
Test Outbound call & Inbound Call Activity Not Working.

Note: Query CRM for create contact "Working Well"

Need Help
Best Regards

Okay this is not clear.

Do you mean the Call Activity is not logged in Zoho?

If so, check that you have the Extension field configured for the matching of users.

Also, make sure the contact is matched when the call occurs. If no contact, no call reporting.

 

[Majdi-B]

Okay this is not clear.

Do you mean the Call Activity is not logged in Zoho?

If so, check that you have the Extension field configured for the matching of users.

Also, make sure the contact is matched when the call occurs. If no contact, no call reporting.

yes " the Call Activity is not logged in Zoho "

"check that you have the Extension field configured for the matching of users." i already follow the instruction for ZOHO CRM integration " https://www.3cx.com/docs/pbx-crm-integration-zoho/ " ( Extension_Number ).

"make sure the contact is matched when the call occurs. If no contact, no call reporting" the contact is matched.

Best Regards

 

[Evolute IT]

yes " the Call Activity is not logged in Zoho "

"check that you have the Extension field configured for the matching of users." i already follow the instruction for ZOHO CRM integration " https://www.3cx.com/docs/pbx-crm-integration-zoho/ " ( Extension_Number ).

"make sure the contact is matched when the call occurs. If no contact, no call reporting" the contact is matched.

Best Regards

Put the system in Verbose logging and run a test call. Then, go to Logs -> 3CXSystemServices.log and search for CRM. You'll see the requests/responses/errors that happened.

 

[Majdi-B]

Put the system in Verbose logging and run a test call. Then, go to Logs -> 3CXSystemServices.log and search for CRM. You'll see the requests/responses/errors that happened.

I will Try. Thanks

Best Regrads

 

[Majdi-B]

Put the system in Verbose logging and run a test call. Then, go to Logs -> 3CXSystemServices.log and search for CRM. You'll see the requests/responses/errors that happened.

I Search in "3CXSystemServices.log" didn't find "crm" or "requests/responses/errors"

Best Regards

 

[Majdi-B]

Hi Frederick Marcoux,

Any Update ?

 

[Evolute IT]

I will do some testing.

 

[Majdi-B]

I will do some testing.

Ok Thanks

 

[Majdi-B]

I will do some testing.

Hi Frederick Marcoux,

Any Update ?

Best Regards

 

[Evolute IT]

We are using Hubspot but have many customers on Zoho. None have that issue. We tested it on our ends, nothing either.

can you send me your system service log file by DM? I'll see if I can find something on your server.

make sure to enable Verbose and then restart all services so that it is taken into account everywhere.

 

[Majdi-B]

We are using Hubspot but have many customers on Zoho. None have that issue. We tested it on our ends, nothing either.

can you send me your system service log file by DM? I'll see if I can find something on your server.

make sure to enable Verbose and then restart all services so that it is taken into account everywhere.

OK Thanks Frederick.

 

[Majdi-B]

Hi Frederick Marcoux,

Any Update?

Best Regards

 

[Evolute IT]

Hi Frederick Marcoux,

Any Update?

Best Regards

See my private message.

 

[edossantos]

If contact lookup works, but call journaling doesn't, most probably you're not properly configuring the name of the field having the extension number in Zoho users, or you didn't set the extension number for your Zoho users as explained here:
https://www.3cx.com/docs/pbx-crm-integration-zoho/#h.qp9eqhnqzdv4