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.
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.
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.
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.
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