Zoho CRM integration worked under V17 - broke under V18

[ProjectorFixer]

We have been using the Zoho CRM integration with 3CX for about 2 years without issue. When our 3CX upgraded to V18, the integration broke. Incoming calls still pop with the client's contact page properly but both inbound and outbound calls are not logged into the journal any longer. Both the Zoho and 3CX integration pages show call journaling as active and properly configured.

The other issue that we've experienced is that all unknown calls now create a new entry even though that option is turned off.

A long-time issue with the integration was that when an inbound call comes in it opens duplicate contact windows. We've never been able to resolve that issue.

 

[Evolute IT]

We have been using the Zoho CRM integration with 3CX for about 2 years without issue. When our 3CX upgraded to V18, the integration broke. Incoming calls still pop with the client's contact page properly but both inbound and outbound calls are not logged into the journal any longer. Both the Zoho and 3CX integration pages show call journaling as active and properly configured.

The other issue that we've experienced is that all unknown calls now create a new entry even though that option is turned off.

A long-time issue with the integration was that when an inbound call comes in it opens duplicate contact windows. We've never been able to resolve that issue.

The best thing is to disable the integration, update the Zoho XML template and reconfigure.

There were many changes in V18 and the template needs to be updated.

 

[triwardhana]

Try to check your contacts config and make sure you select match caller id to match exactly.

 

[edossantos]

Looks like you have many duplicated contacts, and that would cause what you describe.

I would go to the 3CX Console > Advanced > Contacts > Bulk Delete > CRM Contacts. This will clear 3CX contacts up, so you can start from scratch.

 

[ProjectorFixer]

We have deleted the integration and started over using the current (V18) template and it is even worse than before. When trying to use the new template with Zoho and following the 3CX provided instructions, it delivers an "Invalid Redirect URI" error.

I am using https://<fqdn>:5001/ as the homepage and https://<fqdn>:5001/api/oath2crm as the redirect. I'm ready to dump both platforms at this point.

 

[Evolute IT]

oath2crm

"oath2crm" or "oauth2crm"? Not the same lol

 

[edossantos]

I am using https://<fqdn>:5001/ as the homepage and https://<fqdn>:5001/api/oath2crm as the redirect. I'm ready to dump both platforms at this point.

Looks like you have a typo here. Thanks @Frederick Marcoux for pointing this out!