Google Contacts Integration
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3CX provides out of the box integration with Google Contacts. This plugin opens the contact record in Google Contacts, creates a new contact if the inbound caller is not found, and saves the call information in the contact’s notes.
Launching outbound calls from the Google Contacts’ interface is already available using the 3CX “hotkey dialing” feature. You simply select the phone number in the Google Contacts interface and press the configured hotkey in order to dial to that number and automatically connect the call to your extension.
- 3CX v15 PRO edition
- The 3CX app for Windows installed and running
- A Gmail account or Google Apps account with the contacts service enabled.
In order to enable the contacts service in your Google Apps account, login to your account as an administrator by navigating, for example, to http://www.google.com/a/example.com. Then go to “Organization & Users” and select the “Services” tab. Look for the contacts service and enable it.
Deploying the Google Contacts Integration
In order to deploy the Google Contacts integration to your users, please follow these steps:
- From the 3CX Management Console you need to download the plugin from the 3CX update server to your 3CX server. Go to “Settings” > “CRM Integration” Page . From the “Available CRM Integrations” panel select GoogleContacts and press Download.
- To assign the Google Contacts plugin to an Extension, go to the “Extensions” page from the management console. Select the extension and click Edit, then navigate to the Integration tab. Enable Integration and select the GoogleContacts.zip from the list.
- Repeat the previous step for each extension you need to be set with Google Contacts integration.
After completing these steps, and once the 3CX app is provisioned, the integration package will be received from the 3CX server and will be ready for use by the extension.
Configuring the Google Contacts Plugin
In order to open the configuration dialog, press the Settings button in the 3CX app for Windows.
Select the “Advanced Settings” and then click “Integration.” The configuration dialog will be shown.
Click on “General” to open the general settings page. Here you can configure when you want to open the contact record in Google Contacts (on ring, on answer, or don’t open it), and if you only want to open the contact record if the Caller ID length is larger than a number of digits (so it’s not launched when another extension is calling you).
If you also want to automatically register the call activity in the contact’s notes, you must check the “Enable Journaling” option. When this option is set, the plugin will add a new line containing information about the call in the contact's notes field, after the call has ended. If you want to create a new contact when the Caller ID is not found, just check the option.
In the Behavior section you can also change the maximum digit length to compare. When an inbound call arrives at your extension, the caller ID may have different formats depending on your PSTN or VoIP Provider. It could have an international format (including the country code), national format (including the region or city code), or local format (including only the local number).
Also, you may have created your contact’s phone numbers in your Google account with prefixes that are not present in the caller ID, such as mobile phone prefixes. In this case, to match the caller ID with the contact’s phone number, you need to specify the maximum digit length to compare parameter. Usually this parameter should be the length of your local phone number.
The Google Contacts plugin will compare the final number digits of the Caller ID with the final number digits that appear in your contact’s phone number. If you configure this parameter to compare a high number of digits, there's a greater chance that the Caller ID will match up with the contact, but it's possible that the Caller ID will not always match up with some contacts. If you configure the maximum digit length to compare to a lower number of digits, you get less accuracy when matching the Caller ID with your contacts.
Google Contacts configuration
You will then need to authorize access to the Google Contacts plugin to access your Google Contacts. Make sure that you are are signed into your Google Account from your default browser and then click on “Authorize plug-in” in the authorization section.
A new browser window will open up and you will be asked to authorize the 3CX Plugin to Manage your contacts. Press “Allow” to accept.
After you press “Allow” you will be presented with a new page showing a unique code. Copy the code from the page.
Go back to the plugin configuration dialog and paste the code into the “Enter Authorization code” field.
When opening a contact record, in the Contact Lookup section you can specify if you want it opened in your default browser, or configure the plugin to open the contact record in another browser.
When an inbound call arrives at your extension and a contact is matched, the contact record will be automatically be shown in your selected browser.
When the call ends and the option “Enable Journaling” is checked, a new line containing the call details will be added to the contact's notes.
If a contact is not matched and the option “Create new contacts if not found” is checked, a new contact will be created and shown so can you update its details.
Launching Calls from Google Contacts
You can launch outbound calls directly from Google Contacts using the “hotkey dialing” feature. This is an already existing feature available when installing the 3CX app for Windows. The Google Contacts plugin for 3CX does not add any additional functionality for outbound calls, because it is not needed.
In order to enable the hotkey dialing functionality, please refer to the Make Calls Using Hotkey Functionality section in the 3CX app for Windows manual.
Once the hotkey dialing has been configured, you just need to select the phone number and press the hotkey. The number will be pasted on your 3CX app for Windows dial-pad screen and you can launch a call by just pressing the call button.