API integration (REST API)

With 3CXCloud you can integrate your CRM, ERP and accounting system  and start calls with a single click. Inbound calls are matched automatically to the customer record, which appears on screen, and every call is logged in the CRM.

API integration

  • Call control — API
  • Sending and receiving SMS — API
  • Agent status control — API
  • Survey calls and SMS — API
  • Automated calls and SMS — API

Call control — API

  • Initiating outbound calls
  • Passing inbound call events to CRM / ERP / …
  • Passing outbound call events to CRM / ERP / …
  • Answering a call
  • Ending a call
  • Transferring a call
  • Putting a call on hold
  • Passing the call recording to CRM / ERP / …
  • Passing call history to CRM / ERP / …
  • Anything else on request
  • RESTful API — HTTPS, JSON, bearer authentication

Sending and receiving SMS — API

  • Sending / initiating outbound SMS
  • Receiving inbound SMS
  • Delivery reports for outbound SMS
  • Recurring SMS
  • Bulk SMS with variables from Excel or .csv
  • Bulk SMS from Excel or .csv
  • SMS to every country
  • Detailed reports
  • Dashboard
  • Anything else on request
  • RESTful API — HTTPS, JSON, bearer authentication


More



Automated calls

Survey calls and SMS — API

  • Dashboard
  • Survey calls
  • Survey SMS
  • Automated call or SMS surveys after the conversation
  • A service-quality survey after the call
  • Call or SMS surveys from Excel or .csv
  • Passing ratings through the API
  • Rating reports in the web interface
  • Anything else on request
  • RESTful API — HTTPS, JSON, webhooks

Wallboard — configurable 

More

Automated calls, SMS and emails

  • Automated calls with the announcements you need
  • A debt notice or a promotion, by call or SMS
  • Project data can be uploaded by hand or from an Excel or .csv file
  • Integration with your CRM or ERP
  • A calling or SMS schedule of your own, by time of day
  • Detailed reports by project
  • Integration via API, REST, JSON, database and more…

Automated calls

Integration with your CRM / ERP — RESTful API

  • Calls

  • Initiating outbound calls

  • Passing inbound call events

  •  Passing outbound call events

  •  Sending SMS

  •  Receiving SMS

  • Call-control commands

  • Information on active calls

  • Agent status information

  • Call control

  • GPS — calls with announcements triggered by coordinates

  • Automated reminders

  • Automated calls driven by your own algorithms

RESTful API — 3CX Cloud

With the 3CX unified-communications contact centre your agents can follow customer enquiries from any channel, keeping records up to date so contact details and context are available in real time. Integrate 3CX with MS Exchange, Salesforce, Microsoft Dynamics, Microsoft Outlook, Office 365, Zendesk, Odoo,  Hanna CRM,  Salesystem and many more. If your CRM is not on our list of apps, it can still be integrated easily.

Agent Status

Connect your CRM / ERP

Any of the CRM systems below can be connected to your PBX server. What does that mean? An administrator integrates the CRM and the PBX; no user needs a plugin or manual configuration. How is it done? It is easy — just read the guides below:

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Microsoft Office 365

Microsoft Outlook (Plugin)

MongoDB

MS Exchange (Plugin)

MS SQL Server, MySQL, PostgreSQL

Nutshell

Salesforce

Vtiger

Zendesk

Zoho

CRM Integrations

Equipment control — API integration

  • Integration with a range of systems
  • Barrier control
  • Opening a gate
  • A GPS map with objects
  • Mobile apps
  • GPS tracking
  • Control from Android, iOS, Windows or a web browser
  • Dashboard
  • Anything else on request
  • RESTful API — HTTPS, JSON, webhooks

Equipment control through the API