DIY CRM Integration

CRM integration between 3CX and your own CRM in just a few simple stepsDo you have a CRM system that you want 3CX to integrate with? Although 3CX already integrates with most popular CRM systems out there, if your current CRM is not on the list you can easily develop the source code to integrate it yourself by using the 3CX Visual Studio Plugin Template which generates all the code you need to support your CRM System.

If you do not have development resources, then you can fill in the 3CX CRM Integration Suggestion Form and the integration could be considered by 3CX.

The 3CX Visual Studio Plugin Template provides you with a Wizard that asks for the type of Authentication, the type of web services and the URLs needed to develop your plugin. After providing this information, the template automatically generates the source code for you. With some minor modifications to the code you can develop your own Plugin in less than a day!

The template supports the following type of authentication:

You can develop plugins only if your CRM system has one of the below webservice APIs:

  • REST
  • SOAP

Click here to get started with your own 3CX Plugin!

Liked this article?


Get notified of new articles
or share
You might also be interested in:
  1. EVANGELIA KALOGEROU

    Nice work!!!!!

    July 19, 2016 at 2:36 pm
  2. Does this require a pro 3cx license?

    July 20, 2016 at 7:38 am
    • Xanthi Zachariou

      Hey Dar,
      Yes pro Edition is required.

      July 20, 2016 at 8:46 am
  3. Barry Gallagher

    Hi,
    We have just moved into an office , we have had four 3cx phones installed. We do not have access to the server. Can I write some code that can detect the incoming call for a crm purpose. I want to access my own database. Preferably in vB or php. I can write the code. I’m just not sure I am able to detect the calls without accessing the server . Any help appreciated.

    October 4, 2016 at 8:34 am
    • Yes writing code and using your own database means re-implementing the wheel and making development overlaps – which overlap with what already is provided for us.
      This means that you need to go deeper in development than CRM and listen to notifications for 3cx Client.
      I can offer only this link. http://www.3cx.com/blog/docs/3cxphone-for-windows-api/ And if you prefer vb or PHP, then it is even harder to get this done.

      October 4, 2016 at 9:15 am