Hey @ctiwi,
Digging into this, it looks like you've correctly set up the `HubSpot Configuration`. However, to log and create contact, you would need to set up the `3CX CRM Server Side Configuration`.
Can I check if you've set that up? If so, do you mind sharing with me screenshots of your configuration on both the “Call Journaling” and/or “Contact Creation” feature?
Additionally, can we ensure that on a contact record, the `Filter activity` > `Calls` is checked?
The CRM configuration is configured on the 3CX server. Below is a screenshot of the configuration within 3CX.
Here is a screenshot of the filter on the contact record within Hubspot where "Calls" is checked.
Here are the results when manually specifying a phone number for 3CX to use as part of a test contact lookup and testing the integration with Hubspot from the 3CX server. Note that sensitive info has been redacted however the lookup is successful.
Search Results
[
{
"UnparsedOutputs": {
"ContactID": "10201",
"FirstName": "Rob",
"LastName": "Stoner",
"CompanyName": "",
"Email": “REDACTED”,
"PhoneBusiness": “REDACTED”,
"PhoneMobile": “REDACTED”,
"FaxBusiness": "",
"ContactUrl": "https://app.hubspot.com/contacts/REDACTED/contact/10201"
},
"FirstName": "Rob",
"LastName": "Stoner",
"Email": “REDACTED”,
"ContactUrl": "https://app.hubspot.com/contacts/REDACTED/contact/10201",
"CompanyName": "",
"PhotoUrl": null,
"ContactType": 0,
"PhoneBusiness": “REDACTED”,
"PhoneBusiness2": null,
"PhoneHome": null,
"PhoneHome2": null,
"PhoneMobile": “REDACTED”,
"PhoneMobile2": null,
"PhoneOther": null,
"FaxBusiness": "",
"FaxHome": null,
"Pager": null
}
]
CRM Log
CRM Log
Started scenario with empty id
Started Auth
Request text: https://api.hubapi.com/oauth/v1/token
Request form value refresh_token set to REDACTED
Request form value grant_type set to refresh_token
Request form value client_id set to REDACTED
Request form value client_secret set to REDACTED
Response text: {"refresh_token”:”REDACTED”,”access_token”:”REDACTED”,”expires_in":21600}
Response finished
Variable AccessToken set to REDACTED
Variable ExpiresIn set to 21600
Finished Auth
Request text: https://api.hubapi.com/contacts/v1/search/query?q=+REDACTED
Response text: {"query":" REDACTED”,”offset":1,"has-more":false,"total":1,"contacts":[{"vid":10201,"canonical-vid":10201,"merged-vids":[],"portal-id”:REDACTED,”is-contact":true,"profile-token”:”REDACTED”,”profile-url":"https://app.hubspot.com/contacts/REDACTED/contact/10201","properties":{"associatedcompanyid":{"value...":[]}]}
Response finished
Variable ContactID set to 10201
Variable FirstName set to Rob
Variable LastName set to Stoner
Variable CompanyName set to
Variable Email set to REDACTED
Variable PhoneBusiness set to REDACTED
Variable PhoneMobile set to REDACTED
Variable FaxBusiness set to
Variable ContactUrl set to https://app.hubspot.com/contacts/REDACTED/contact/10201
Finished scenario with empty id
Result obtained
Yep, it is set as Match Exactly (see below). Additionally, even if that wasnt set correctly I would have epected a new contact to have been created based on the "Enable Contact Creation" settings config...
