PBX and CRM Integration with 3CX PRO

PBX and CRM Integration 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 just one click. Inbound calls are automatically connected to the customer record which pops-up on the screen and all calls are logged in the CRM software.

Additionally, with this omni-channel contact center solution, your agents can easily keep track of customer interactions from any channel ensuring that records are always updated 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 in our list of applications you can easily integrate it by yourself.

Connect your CRM – Server Side:

You can connect any following CRM systems to your PBX server-side with 3CX. What does it mean? The CRM and the PBX can be integrated by the administrator without any plugin or manual configuration. How can you do it? It’s easy.

  1. 1C (Russian).
  2. amoCRM
  3. Bitrix24.
  4. ConnectWise.
  5. Datev (Plugin).
  6. EveryoneAPI.
  7. Freshdesk.
  8. Freshsales
  9. HubSpot.
  10. Microsoft Dynamics 365.
  11. Microsoft Office 365.
  12. Microsoft Outlook (Plugin).
  13. MongoDB
  14. MS Exchange (Plugin).
  15. MS SQL Server, MySQL, PostgreSQL.
  16. Nutshell
  17. Salesforce
  18. Vtiger
  19. Zendesk.
  20. Zoho.

DIY CRM Integration with the 3CX API

Is your CRM not included in the list above then no need to worry about it. You can easily integrate your CRM by yourself using the 3CX API. It’s very easy to do all you need is someone with basic coding or 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 to be difficult, just follow our step-by-step process on how to integrate your own CRM with the 3CX API.

  1. Easy and straightforward CRM Integration.
  2. Requires RESTFul API CRM.
  3. Basic coding skills.
  4. Use the 3CX CRM Template Generator.
  5. Just upload template to 3CX.

 

Clarity is proud to have been providing one premises and Cloud Hosted Telephony to the America’s and the world since 2006. Our clients are worldwide and currently using our unified communications platform. Clarity Technologies Group, LLC surpasses expectations.

 

Call Clarity at 800-354-4160 today or email us at [email protected]. We are partnered internationally around the globe and we are open seven days a week 8:30 AM to 5:00 PM EST/EDT. https://claritytg.com and https://dotmantech.com.

 

 

Contact Information

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