3CX‘s CRM integration allows you to integrate your CRM software or helpdesk system with 3CX. Have the customer record open and ready, and see when they called last, who they spoke to and what it was about. Save your agents time and impress your clients with customer service records that make handling issues more efficient.

Zoho is a widely used CRM, trusted by over 75 Million Users in 180 countries and 3CX now has an extension in the Zoho Marketplace.

With the Zoho CRM integration, agents can launch calls to contacts with a single click, while inbound calls are automatically linked to a customer record and are logged as call records. The integration configuration is easy and only takes a matter of minutes.

Key Features:

Contact synchronization: Inbound/outbound calls from/to external numbers trigger a Zoho CRM contact lookup to add to 3CX Contacts so the contact name is automatically shown on your phone’s display when dealing with a call.
Call journals: Calls are logged as Zoho CRM call records.
Call popups: When using the 3CX Web Client, the customer record is brought up to you automatically when you receive an inbound call.
Chat journals: Chats are logged as Zoho CRM task records.

Contact Sync & Call Pop-Up

Impress your customers by answering their call with a personalized greeting. Calls from and to external numbers trigger a Zoho CRM contact lookup to add to 3CX contacts. This facilitates the contact name being immediately shown on your phone’s display when dealing with a call. Users of the 3CX Web Client can opt for the customer CRM record to be brought automatically when an inbound call is received.

Call & Chat Journaling

Calling and chat conversation history can be set to immediately update customers’ record cards. This is helpful for agents dealing with a large customer base to give the best customer support possible.

Other CRM Integrations

There are a number of supported CRM, helpdesk, or ticketing systems offering an easy integration path. Besides this, 3CX CRM Wizard allows any REST-API-supported system to be integrated with the phone system to offer caller ID matching and journaling.

Want to find out more about how you can integrate 3CX with your CRM? If you want to learn more, then get in touch with Infinitel on 0333 996 0029, or email us at [email protected].