Kommo CRM Integration

Introduction

3CX provides integration with Kommo CRM via the 3CX API for CRM with the following features:

• Caller ID to Contact Name – inbound calls trigger a Kommo CRM contact lookup.
• Contact Lookup in Kommo CRM based on Name, Number or Email if you search for a name in the 3CX Webclient
• Call & Chat Journalling – calls and chats are logged in the Kommo CRM Contact Card as CRM call records.
• Create a new Kommo CRM contact from the 3CX client for calls from new numbers.
• Click to Call – launch calls straight from Kommo CRM via 3CX, using the 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge.

Step 1: Configure Kommo CRM

1. Kommo CRM requires OAuth2 authentication to authorize 3CX to access your data, so you need to create an integration. To do this, go to Settings > Integrations > Create Integration. When asked, select “Private”.

2. In the Redirect URL field, enter the URL you use to access your 3CX Admin Console, adding “/api/oauth2crm” at the end. For example:
   “https://pbx.example.com:5001/api/oauth2crm”
3. Check the option “Allow access: All”, and then assign a name and a description to this integration.

4. From the “Keys and Scopes” tab copy the values from “Secret key” and “Integration ID”, as they will be needed later.

Step 2: Configure 3CX

1. In the 3CX Admin Console go to “Integrations” > “CRM”.
2. Select “Kommo” from the dropdown list.
3. Select the desired contact lookup order, and enter the values for “Integration ID” and “Secret Key” previously copied from your app.

4. Click on “Save” and then “Authorize” to launch the Kommo CRM authorization page. You will be prompted to select an account, choose your account, and then click ALLOW.
5. Verify the “Refresh Token” field is automatically filled for the Kommo CRM in 3CX Admin Console.
6. If you want to enable call journaling, chat journaling or contact creation from the 3CX client, check these options. For contact creation, when the caller’s number can’t be matched to a contact, the 3CX client will let the user create the contact by filling the details in a dialog.

📄 Note: when the chat session contains emojis, some of them might get lost when they’re saved into Kommo CRM as a note. This is due to an issue in Kommo CRM. This has been reported to them, and they’re working on a solution.

See Also

• See how to integrate your CRM with the 3CX API.
• Learn how to set up Bitrix24 integration.
• Learn how to set up ConnectWise integration.
• Learn how to set up Microsoft 365 Integration.
• Learn how to set up Jetpack CRM integration.
• Learn how to set up Salesforce integration.
• Learn how to set up Zoho integration.

Last Updated

This document was last updated on 4 June 2024

https://www.3cx.com/docs/kommocrm-pbx-integration/