Get your Hands on the Latest 3CX CRM Plugins

Integrate your PBX with your CRM with the 3CX CRM Plugins.We’ve just released a new version of our popular 3CX Plugins. The 3CX Plugins allow you to integrate your CRM, ERP and Accounting System with 3CX Phone System for you to be able to launch calls to contacts with a single click from the CRM application. Additionally, inbound calls are automatically linked to a customer record which pops-up on the screen and all calls are logged as call records in the CRM package.

All in all, the 3CX Plugins allow your sales and customer service personnel to easily keep track of calls and ensure that your customers’ records are always up to date.

This new version includes the following:

  • Fixed Outlook plugin in Terminal Server environments
  • Outlook add-in now updates the toolbar buttons in Outlook when contacts are changed
  • Salesforce Plugin is updated to the latest Salesforce API v35
  • New Lead or Contact created in Salesforce when caller ID is not matched
  • Exact Online plugin allows you to configure the location in order to login to the proper localized site

Download link and Documentation
Download the latest plugin here.
Read the manual here.

Liked this article?

Get notified of new articles
or share
You might also be interested in:
  1. This is another huge differentiator between 3CX Phone system and everyone else. For any Outlook user, for any Salesforce user, for any SugarCRM user, For any Office365 user and Gmail, 3CX allows your users to click and dial and automatically looks up the contact record.

    These are all features that every phone system should have in 2016. 3CX is the only one that includes it for free for all users in the ver 14 Pro.

    Way to go Team 3CX.

    January 30, 2016 at 8:37 am
  2. I note that you have fixed Outlook in a Terminal Server environment. Is there any plan to fix the TAPI dialler for outgoing calls in a Terminal Server environment?


    February 3, 2016 at 5:48 pm
    • Charalambos Eleftheriou

      @Stephen, thanks for the question. We have Fixed Outlook plugin in Terminal Server environments. Tapi though only has single mode capabilities and can not work in multiple user mode environments.

      February 3, 2016 at 6:55 pm
    • Edmund Davis

      TAPI can work with RDS / TS so long as the TSP is properly engineered.
      Typically what happens is that you create multiple TAPI “Lines” and assigned them to individual named users who will work on the TS. I have this working find with some other windows / IP based PBX systems.

      February 9, 2016 at 1:34 pm