3CX now has an extension in the Zoho Marketplace, making configuration even easier. Integration features include click2call straight from the CRM interface and journaling of calls and chat conversations. Check out the updated installation documentation for a simple step-by-step guide.
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, our 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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