We are integrating 3CX but primarily using the mobile app. We want to ensure that calls made through 3CX are recorded in HubSpot. Although we're familiar with the 3CX desktop app, our team mainly uses the mobile app. Can someone assist with this?
To sync 3CX mobile app calls with HubSpot, try these:
1. In the 3CX Management Console, go to Settings > CRM Integration, select HubSpot, and complete the integration setup. Ensure the integration is set to log calls.
2. Verify that the 3CX mobile app is properly configured to connect to the 3CX server and that all calls are being logged to the same extension integrated with HubSpot.
3. If the native integration doesn’t work fully, consider using a tool like Zapier to sync 3CX call records with HubSpot.
4. For more control, develop a custom integration using the 3CX and HubSpot APIs to programmatically log calls.
5. Make sure to regularly check that calls are being logged correctly in both systems. If you need more help, contact 3CX or HubSpot support.