ZoHo X 3CX Integration

[RedHealthAus]

Hi All,

I am looking for some guidance on how I can adjust the ZOHO Server Side integration settings so that the call popups are triggered on call connection?

At the moment the popups on ring cause chaos across the queue. I can see there is support for this functionality when using the custom URL but have so far been unable to get this functioned with the server-side integration.

Any guidance would be appreciated.

Regards,

 

[edossantos]

I am looking for some guidance on how I can adjust the ZOHO Server Side integration settings so that the call popups are triggered on call connection?

This is done by the Web Client, and unfortunately the behaviour can't be changed. If you have a queue with a ring all strategy, you can turn off the integration from the Web Client. This will show the contact button, but will not automatically popup the contact record. Your agents will need to click on the button to open the contact record when they're about to answer the call:

 

[RedHealthAus]

Thanks,

A workaround of sorts that works for our integration is to have the WebClient trigger a search for the inbound number. ZOHO then lists the records found:

https://crm.zoho.com/crm/org##########/search?searchword=%CallerNumber%

Thanks in advance.

 

[edossantos]

A workaround of sorts that works for our integration is to have the WebClient trigger a search for the inbound number. ZOHO then lists the records found:

https://crm.zoho.com/crm/org##########/search?searchword=%CallerNumber%

Thanks in advance.

This is a valid solution, but you will be missing some features. If you don't need them, you will be fine. For example:

• Call activities will not be created in Zoho when the call ends.
• Contacts will not be automatically created when they're not found.