Zoho Integration Template for 3CX v20

[Gummies]

Hello,


I’m reaching out to ask if there is a new Zoho integration template available for 3CX v20.


We are using the following template:
[Zoho.xml template for 3CX v200]
https://downloads.3cx.com/downloads...RnMSR0MTc1ODY0OTkwMSRqNjAkbDAkaDEzNDYxODEyMzk.


When I test the CRM integration, I get the following error:



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


Questions:

1. Is there an updated version of the Zoho CRM template that is compatible with v20, or any recommended workaround to fix this issue?
2. Is there an official location or repository where I can download the most up-to-date version of the template?

Thanks in advance for your help.

 

[Evolute IT]

That's not related to the template but rather your fields in Zoho. This means the Other Phone field is hidden/disabled in either leads, contacts or accounts.

Easiest fix is to reenable the field.

Otherwise you will need to copy and modify the template to remove that field from the queries.

 

[Gummies]

That's not related to the template but rather your fields in Zoho. This means the Other Phone field is hidden/disabled in either leads, contacts or accounts.

Easiest fix is to reenable the field.

Otherwise you will need to copy and modify the template to remove that field from the queries.

Thanks to your suggestion of enabling the fields, we were able to successfully complete the Zoho–3CX integration. Many thanks for your help!

 

[tispratik]

I have attached our Zoho CRM integration. It is able to sync call records, but I am looking to see how we can populate the field Telephony_External_ID__s to backlink to a 3cx record ID.

Also, I am looking to see how we can enable

1) Transcripts to be sent to Zoho CRM as text or attachment
2) Record ID in the custom object (Enquiry ID / Ticket ID) on which the call was made. We tried by calling via the 3cx API and passing the following parameters to the /makecall API, but we don't know how to get those to the xml.

Make call API Payload

{
   "destination":"+19998887777",
   "attacheddata":{
      "app_name":"CRM",
      "object_id":"274638011046885039",
      "object_type":"Enquiry"
   }
}

Basically looking to see how to get the attacheddata values and 3cx Call ID.

Appreciate any help/pointers in this direction.
Thank you!

 

[Evolute IT]

I have attached our Zoho CRM integration. It is able to sync call records, but I am looking to see how we can populate the field Telephony_External_ID__s to backlink to a 3cx record ID.

Also, I am looking to see how we can enable

1) Transcripts to be sent to Zoho CRM as text or attachment
2) Record ID in the custom object (Enquiry ID / Ticket ID) on which the call was made. We tried by calling via the 3cx API and passing the following parameters to the /makecall API, but we don't know how to get those to the xml.

Make call API Payload

{
   "destination":"+19998887777",
   "attacheddata":{
      "app_name":"CRM",
      "object_id":"274638011046885039",
      "object_type":"Enquiry"
   }
}

Basically looking to see how to get the attacheddata values and 3cx Call ID.

Appreciate any help/pointers in this direction.
Thank you!

You cannot get either in the CRM integration. Variables are fixed only.