3CX Integration

by
Odoo

73.36

v 16.0 Third Party 9
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 77
Technical Name nalios_3cx_integration
LicenseOPL-1
Websitehttps://nalios.be
Versions 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 77
Technical Name nalios_3cx_integration
LicenseOPL-1
Websitehttps://nalios.be
Versions 16.0

3CX Integration

3CX Integration lets you configure your 3CX with an URL to open in Odoo the contact page of the caller (or create it if not found)

Compatible with Odoo SH and On Premise versions


Configuration steps

  • 1/ Install the module
  • 2/ Inside your 3CX configuration, set up the URL to call when receiving a call from a customer to https://your_odoo.com/3cx/%CallerNumber% OR https://your_odoo.com/3cx/%CallerNumber%/%CallerName%
  • 3/ When receiving a call, a web page will open and redirect you to the given customer in Odoo (or create it if not found by phone/mobile)
  • Note: You can check the box "Is 3CX Internal" on a contact to avoid opening it when receiving a call (e.g. your team members)
  • Note: You must be connected to your Odoo (if not you will be redirected to the Login page)

Example video (finding customer/creating customer with phone/creating customer with phone & name)


You still need some help? Contact us, we'll be glad to help!

About us

Nalios has been created by two former Odoo consultants, representing together more than 11 years of implementations, training, projects, coaching and technical customizations. Thanks to this experience, we build relationships based on excellent services, proximity and trust. We integrate Odoo for SME's and larger companies. Feel free to contact us for your implementation project.

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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by
Igor Lopes
on 9/25/23, 6:51 AM

Dear greetings, I need a demo database to test your module

Re:
by
Pierre
on 9/26/23, 2:28 AM Author

Hi @Igor Lopes,

I don't currently provide a demo database for this module to be tested.

I will check that ASAP and come back to you.

Meanwhile, if you need a live demo I can do that for you.

Do not hesitate sending me an email at lop@nalios.be for more information !

Kind Regards,

LOP