CRM Integration

Integrate your PBX and your CRM with 3CX PRO

With 3CX you can integrate your CRM, ERP and Accounting System with your PBX and be able to launch calls with a single click. Inbound calls are automatically linked to the customer record which pops-up on the screen and all calls are logged in the CRM package.

Additionally, with this omni-channel contact centre solution, your agents can easily keep track of customer interactions from any channel, ensuring that records are always up to date for real-time access to contact details and information. Integrate 3CX PRO with MS Exchange, Salesforce, Microsoft Dynamics, Microsoft Outlook, Office 365, Zendesk and more! If your CRM software is not included in our list of applications you can easily integrate it yourself.

 

Create Seamless Workflows with PBX CRM Integration

Integrating your CRM software with 3CX is easy and further enhances productivity by enabling employees to work seamlessly across apps. Users can work in their CRM while accessing 3CX communication features at the click of a button. Contacts are synchronized between the two and phone numbers in the CRM become activated for click to call functionality. 3CX also prompts CRM functions such as call pop-ups and journal entering when an incoming call is received from new or existing customers. What’s more, new contacts and call records are created automatically, so there’s no need for agents to spend time logging the details of their interaction.

 
  • Synchronize contacts across apps
  • Automatic call pop-ups when receiving incoming calls
  • Automatically create new contacts from unknown numbers
  • Call journals instantly log records in the CRM
  • Launch calls in a single click with the 3CX Click to Call function
 
PBX CRM Integration
 

DIY CRM Integration with the 3CX API

Is your CRM not included in the list above? Not to worry. You can easily integrate your CRM yourself using the 3CX API. It’s super easy to do all you need is someone with basic coding/web skills to develop the template for any REST based CRM system and then import the template into 3CX. It’s not as complicated as it seems, just read our step-by-step guide on how to integrate your own CRM with the 3CX API.

 
CRM Integration - 3CX API
 

  • Easy and straightforward CRM Integration

  • Requires RESTFul API CRM

  • Basic coding skills

 
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