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
- Go to 3CX console > Settings > CRM
- Server Side > +Add > Upload the pipedrive.xml file from this repository.
- 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).
- Check if you need contact creation & Call journaling.
- 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.
![image](https://private-user-images.githubusercontent.com/32093963/259904757-e82b6c86-adbb-43ac-8c90-963d62274906.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.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.YT_810uNkPVjzswsMLGGuwAHUx_uOj2MNBLICDxliR0)
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