modestcrab / 3cx-pipedrive-integration

3CX-Pipedrive Integration

3CX (V18/V20) To Pipedrive Integration

3CX-Pipedrive Integration

This is an integration of your 3CX PBX with Pipedrive. Here are the supported features

• Find contact for incoming call from Pipedrive
• Add contacts to 3cx from Pipedrive based on incoming calls
• Call journaling ( Includes adding an activity to pipedrive )
• Call journaling looks for both leads and deals and adds calls to either when found.
• Call journaling adds details to multiple contacts if the numbers belong to multiple people

How to install

1. Go to 3CX console > Settings > CRM
2. Server Side > +Add > Upload the pipedrive.xml file from this repository.
3. Add the API key ( Found in Pipedrive > User > Pesonal Preferences > API ) & the domain part (Usually the domain once you log into pipedrive - https://example.pipedrive.com).
4. Check if you need contact creation & Call journaling.
5. Go to Pipedrive and create a contact* for each of your user that will use the system. Make sure their email on pipedrive matches the email on 3CX. In the phone number field enter AgentExtension-XX where XX represents the users extension in 3cx.

*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

3cx-pipedrive-integration's Issues

3CX Screen Popping

We have played with this code and it works well after the call concludes.
Is it designed with this behavior or is it supposed to pop on incoming?

Don't workng on 3CX V20

Are you thinking of updating for v20 3CX ?

AgentExtension-XX Pipedrive doesn't have phone number field for users.

Readme says:

Go to Pipedrive and create a contract for each of your user that will use the system. Make sure their email on pipedrive matches the email on 3CX. In the phone number field enter AgentExtension-XX where XX represents the users extension in 3cx.

...but pipedrive apparently doesn't have phone number field on a user level.

https://devcommunity.pipedrive.com/t/how-to-add-update-phone-number-to-a-user/3638

What am I missing?