Zoho CRM integration | Guide

[KaterinaK_3CX]

Integrate your Zoho CRM system with 3CX in order to:

• Create a new contact automatically when a call is made or received from/to an unknown number
• Have the customer record brought up to you automatically when you receive an inbound call
• Launch calls straight from Zoho via 3CX, using the 3CX Click2Call Browser extensions

This guide takes you through the steps required to set up your Zoho CRM with 3CX.

Read the guide.

 

[schugi]

i followed the steps but at the end i got an error anyone had same or has any idea?
Error occured while accessing CRM. Please check log provided.
Started OAuthGetAccessToken
Request text: https://accounts.zoho.com/oauth/v2/token
Request form value code set to 1000.b4a3ccbb8025c52f431a91e5c881a325.073a763a6c6610a40de2891b76b7e101
Request form value grant_type set to authorization_code
Request form value client_id set to 1000.KXDCN4NZHFWHOUMBUZKC7cxxxxxxxx
Request form value client_secret set to 2af6dd0c083626214881b8cff25f88xxxxxxxxx
Request form value scope set to ZohoCRM.modules.accounts.READ,ZohoCRM.modules.leads.READ,ZohoCRM.modules.contacts.READ,ZohoCRM.modules.contacts.CREATE,ZohoCRM.modules.calls.CREATE,ZohoCRM.modules.tasks.CREATE,ZohoCRM.users.READ
Request form value redirect_uri set to https://trial-connectics.3cx.ch/api/oauth2crm
Request form value state set to 19a06aeb-c7cb-4237-926a-2864e2496101
Response text: {"state":"19a06aeb-c7cb-4237-926a-2864e2496101","error":"invalid_client"}
Response finished
Finished OAuthGetAccessToken
System.Exception: CRM call result is empty or null
at ManagementConsoleJS.Controllers.OAuth2CrmController.OAuth(String state, CrmProcessorFactoryDelegate crmProcessorFactory, IMemoryCache cache)

 

[edossantos]

The error "invalid_client" means that you're targeting the wrong region. For example, if your CRM account is in EU, you need to configure the Accounts Server URL and Zoho CRM URL with ".eu" URLs. This is explained in point 3 here:
https://www.3cx.com/docs/pbx-crm-integration-zoho/#h.l4hn96dss590

 

[TMSIGUY]

Integrate your Zoho CRM system with 3CX in order to:

• Create a new contact automatically when a call is made or received from/to an unknown number
• Have the customer record brought up to you automatically when you receive an inbound call
• Launch calls straight from Zoho via 3CX, using the 3CX Click2Call Browser extensions

This guide takes you through the steps required to set up your Zoho CRM with 3CX.

Read the guide.

Hello. Has 3cx considered getting an API to be on the list of telephony providers on the Zoho Marketplace? over 2 million users in 100+ countries. Seems like a no-brainer?? See link
https://www.zoho.com/phonebridge/?src=telephony

 

[TMSIGUY]

Integrate your Zoho CRM system with 3CX in order to:

• Create a new contact automatically when a call is made or received from/to an unknown number
• Have the customer record brought up to you automatically when you receive an inbound call
• Launch calls straight from Zoho via 3CX, using the 3CX Click2Call Browser extensions

This guide takes you through the steps required to set up your Zoho CRM with 3CX.

Read the guide.

Sniff.... NO 3CX listed on ZOHO.

 

[ludwig]

The error "invalid_client" means that you're targeting the wrong region. For example, if your CRM account is in EU, you need to configure the Accounts Server URL and Zoho CRM URL with ".eu" URLs. This is explained in point 3 here:
https://www.3cx.com/docs/pbx-crm-integration-zoho/#h.l4hn96dss590

I can get missed calls (on the calls module) from contacts already created on the CRM but missed calls from unknown numbers are not registered, which defeats the whole purpose.

 

[TheodorosG_3CX]

There must be a valid contact return in order to report the missed call.

 

[ludwig]

There must be a valid contact return to report the missed call.

I already know that hence my comment, other phonebridge compatible platforms don't have that issue.

 

[TheodorosG_3CX]

Just to clarify this is not an issue but this is the default behavior.

 

[edossantos_sipcaller]

Hello @ludwig,

You will need to edit the Zoho template and create your own custom template to achieve that behavior. Here you can find an explanation on how to do this for HubSpot:
https://www.3cx.com/community/threads/hubspot-not-showing-all-calls.122311/#post-573343

The procedure you need to follow for Zoho is the same.

Please note that by doing this you will stop using a supported template, so 3CX will not provide help in this case. Also, you will miss any update that 3CX does on the template when adding new features or fixing issues, so keep that in mind.

Hope it helps.