Zoho Integration Not Logging Against the Contact

[Jason Aldous]

I use Zoho CRM and 3CX and I have enabled the server side integration about a year ago. Calls from 3CX get logged in CRM but do not have the contact name populated which makes it all a bit pointless. The phone number is recorded in the call entry so it should be looking up the contact based on the phone number and populating this information. You would then have calls logged against the contact which would make it so much more valuable. When I raised this 1 year ago, I was told this integration was alpha but I have never seen any progress on getting this working and the thread I raised this on is now cloased for comment so had to create a new one.

If you use Zoho and 3CX and see the same, please comment on this thread as we need to show 3CX we need this fixed.

 

[edossantos]

Hello @Jason Aldous,

It seems that you're still running 3CX v15.5 Update 6, because this has been significantly improved in v16. All what you mentioned has been solved, call activities are created associated to the caller contact and the agent that receives the call.

Please check the updated guide here:
https://www.3cx.com/docs/pbx-crm-integration-zoho/

Kind regards.

 

[Jason Aldous]

Awesome, thanks very much. I updated it set it up and it is working. Not sure why my PBX had not updated as I have it set to auto update. However, it all seems to work. Thanks again for the quick reply. Great support.