3CX integration with CRM and ERP

Integrate your phone system and CRM / ERP with 3CX Cloud

With 3CX you can integrate your CRM, ERP and accounting system into your PBX 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.

With this omnichannel contact-centre solution your agents can follow customer interactions from any channel and keep records up to date, so contact details and context are available in real time. Integrate 3CX PRO with MS Exchange, Salesforce, Microsoft Dynamics, Microsoft Outlook, Office 365, Zendesk and more. If your CRM is not on our list of apps, you can integrate it yourself without difficulty.

3CX Cloud integracija - REST API

  • Calls

    • Initiating outbound calls

    • Passing inbound call events

    • Passing outbound call events

  • SMS

    • Sending SMS

    • Receiving SMS

  • Information on active calls

  • Agent information (Busy, available and other statuses)

  • Call handling (answering calls, transferring,holding and ending) 

  • GPS — calls with announcements triggered by GPS coordinates

  • Automated reminders: calls or SMS

  • Automated calls driven by your own algorithms

  • Integration with PostgreSQL, MySQL, MariaDB, Oracle, MongoDB, Redis and others.

  • Integration to your requirements

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