How can I setup integration between 3CX and Salesforce.com?

3CX allows Salesforce.com users to automatically dial contacts simply by clicking ‘Call this contact’. The call will be triggered and setup to the users desktop phone WITHOUT having to actually dial the number on the phone. This saves users a great deal of time.

To setup integration with 3CX:

  1. Logon to Salesforce.com and navigate to the Contacts page. Click on the ‘Customize Page’ link at the top of the page, on the right hand side.
    Screenshot 1 - The sales force contact page

  2. Navigate to the App Setup > Contacts > Fields section.


    Screenshot 2 - Customizing the contact fields

  3. At the bottom of this page, you can create new fields. Click new.

    Screenshot 3 - Adding a custom field

  4. You will be asked what type of field you wish to create. Select ‘Formula’.

    Screenshot 4 - Selecting formula

  5. Now setup the data for the new field. Give it a label, description and help text. Then in the bottom text editor, enter the following formula

    HYPERLINK("http://192.168.1.15:5481/make_call.php?extnum=200&vmpin=200&to="&Phone,"Click here to call this contact with 3CX")

    Where:

    “http://192.168.1.15” = is the IP of your phone system
    “extnum=200” = your extension number
    “vmpin=200” = your voice mail PIN
    The &Phone section tells it to insert the phone of the contact in the URL.


    Screenshot 5 - Entering new data

  6. Click Save. You should now see an extra field in your default contact view. To launch a call, simply click on the field. The call will be connected to your desktop phone, and simultaneously 3CX will dial out to connect you to the contact.


    Screenshot 6 - Additional contact field

    IMPORTANT: The dial string stored in the phone field of the contact should be the exact string that you would dial from a phone, including any prefixes if required.

General 3CX Phone System FAQs