ZOHO CRM Integration

[Corina]

Hello,

we tried to integrate ZOHO with 3CX and the Autorization workes without problem, but when we would like to test it, we receive the following error message:

Server returned a non successful status code - HTTPStatusCode=BadRequest - Reason=Bad Request - Content={"code":"INVALID_QUERY","details":{"reason":"the field is not available for search","api_name":"Fax"},"message":"invalid query formed","status":"error"}

We already activated the field "Fax" in ZOHO Accounts and Contacts but it does not work.

Can someone help us?

 

[edossantos]

Please check also the Fax field on the Lead entity.

 

[Corina]

Please check also the Fax field on the Lead entity.

We do not receive the error message anymore and it shows us the contact info..but it looks like as it does not work properly...in the 3CX software we do not show any CRM information or anything

 

[edossantos]

This is what the integration does:
- When an inbound call arrives, the contact will be taken from Zoho and imported into 3CX Contacts.
- The contact name will be shown as the caller name, no matter the phone you use.
- If you use the 3CX Web Client, a link to open the contact record will also be shown.

 

[Corina]

This is what the integration does:
- When an inbound call arrives, the contact will be taken from Zoho and imported into 3CX Contacts.
- The contact name will be shown as the caller name, no matter the phone you use.
- If you use the 3CX Web Client, a link to open the contact record will also be shown.

Thank you, the integration works !

All calls are tracked in ZOHO in the section Activities - Calls but they are not linked to a contact or account...can we change this?

 

[edossantos]

Hello @Corina,

All calls are tracked in ZOHO in the section Activities - Calls but they are not linked to a contact or account...can we change this?

That's a known issue. Unfortunately at the moment we can't bind the call activity to the contact. We will work to improve this part of the integration in the near future.

Kind regards.

 

[Jason Aldous]

Any progress on blinding the call to the contact. The call logging is a bit pointless without this.Any update would be appreciated.

 

[Pascal Allaz]

Hello @Corina,


That's a known issue. Unfortunately at the moment we can't bind the call activity to the contact. We will work to improve this part of the integration in the near future.

Kind regards.

Like a lot of other 3CX / Zoho users, I think that the ReportCall beein not linked with Prospects or Contacts is a big problem. Then the ReportCall to Zoho is not usefull.
If I knew the problem before, I would choose an other solution than 3CX.

 

[edossantos]

This will be properly implemented in our next major release: v16