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, your agents can easily keep track of customer interactions, 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.
Connect your CRM – Server Side
You can connect any of the following CRM systems to your PBX server-side. What does this mean? The CRM and the PBX can be integrated by the administrator; no plugins or manual configuration is required for any of the users. How can you do this? It’s easy. Just read the guides below:
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.
- Easy and straightforward CRM Integration
- Requires RESTFul API CRM
- Basic coding skills
- Use the 3CX CRM Template Generator
- Just upload template to 3CX
- Check out the 3CX API Guide