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
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
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…


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.

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:
Microsoft Office 365
Microsoft Outlook (Plugin)
MongoDB
MS Exchange (Plugin)
MS SQL Server, MySQL, PostgreSQL
Nutshell
Salesforce
Vtiger
Zendesk
Zoho

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

