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EveryoneAPI Server Side Integration

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EveryoneAPI Server Side Integration

Introduction

3CX CRM Server Side Configuration

Introduction

3CX provides integration with EveryoneAPI. With this integration, when a call comes in, you will see the caller’s name. In this guide we will take you through the steps required to setup your EveryoneAPI account with 3CX - server side.

3CX CRM Server Side Configuration

  1. Create an account with EveryoneAPI https://www.everyoneapi.com/sign-up
  2. Login to EveryoneAPI https://www.everyoneapi.com/login

  1. Go to the Dashboard > Account Details, and take note of the Account SID and Authentication Token.
  2. Login to the 3CX management console > Settings > CRM Integration > Server Side tab.
  3. Download the EveryoneAPI provider template from the “Available CRM Integrations” section.
  4. Select the EveryoneAPI integration from the dropdown list.

  1. Copy the Account SID and Auth Token in the respective fields.
  2. When you receive a call via the web client, a contact query will be made to EveryoneAPI and the resolved name will be displayed in the web client’s toaster.

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