Zoho CRM PhoneBridge support and 3cx integration

[beurle]

We are currently hooking up the integration between Zoho CRM and 3cx. With Zoho and the 3cx browser extension we are able to make calls and have them logged in Zoho. However, the workflow is pretty clunky and there are some problems:

1. All incoming calls into 3cx are created as leads, not just the calls to the salesperson's extension (entered via Extension_Number)
2. Adding call notes for an incoming call is not straightforward as it requires additional clicks rather than a direct popup

Zoho support are reluctant to assist because 3cx are no longer supported as they are using the old API. Does anyone know if there are there any solutions / workarounds to the problems above, or any plans to move to the new API for Zoho (https://www.zoho.com/phonebridge/)?

Does anyone know what new functionality is included in new template from the alpha release notes?

Thanks in advance.

 

[Evolute IT]

Phonebridge is not "the new API". 3CX uses the Zoho RESTful API to create contacts/leads and log calls.

Phonebridge is a fake-CTI controller built into the CRM and integrates the other way around.

3CX does not currently support Phonebridge and I don't expect them too.

For the leads creation, you can disable it. It's because it does not find a contact/lead/account in your CRM with that phone number so it creates a new one.