Zoho Intergration / Open Contact URL

[JAT]

Our Zoho and 3CX integration works in that we can see call logs and create new contacts but what we really want to happen is that on receiving an incoming call that the contact record in Zoho would pop up.

Through the web client we can see under settings / integrations there are a couple of options with one being 'automatically open contact URL when CRM integration is enabled'. This has been on but nothing happens with Zoho? Am I missing something?

If I were to change to the 'auto launch a custom contact URL using variable' could I create the situation whereby the Zoho record would appear on receiving an incoming call and would someone be able to assit in the change that would need to be made to https://crm.zoho.eu/search?phoneNumber=%CallerNumber%&displayName=%CallerDisplayName%

Thanks.

 

[edossantos]

You need to be using the 3CX Web Client, and you need to configure Settings > Integration > Automatically open Contact URL when CRM Integration is Enabled.


When you do this and you receive an inbound call from an external number, you will see the caller name, and also the contact URL will be automatically launched in a new tab.

A few things to check here:

1. Ensure that you're testing with calls from an external number. Calls between extensions don't trigger the CRM lookup.
2. Ensure that the browser is not blocking popups from the Web Client.
3. If none of the above helps, enable verbose logs from the 3CX Console > Dashboard > Activity Log > Settings. Then make a test call from an external number, and check the 3cxSystemService.log file.

 

[JAT]

Hi Ernesto,

All of the above was already configured as suggested. I have enabled the logs and am about to place a test call. Can you please confirm what I am then looking for in the log. Thanks.

Jon

 

[edossantos]

The log will show all the interactions between 3CX and the CRM. For example, the HTTP request being sent, the response received back, and so on. Any error will be visible there.