3CX (V18/V20) To Pipedrive Integration
3CX-Pipedrive Integration
This is an integration of your 3CX PBX with Pipedrive.
Here are the supported features
*You need to create a new contact in the address book. Go to Pipedrive > contacts > people > +person ..Add a new person that is your employee and then add a phone number which is the AgentExtension-XX.
Logic for call journaling
The call journaling works based on the following scenarios
- When a call comes in 3cx, the integration sends pipedrive a request based on the agents extension. It looks for AgentExtension-XX where XX represents the users extension in 3cx. It finds the user based on the match.
- We then retreive the users ID.
- Next we search the phone number that called into the 3CX and find the relevant person ID in pipedrive.
- Once we have both the caller and the user who answered, we search all deals && leads to find all relevant records
- We finally add the activity based on those scenarios