ConnectWise CRM integration | Guide

[KaterinaK_3CX]

Integrate your ConnectWise CRM system with 3CX in order to:

• Create a new contact automatically when a call is made or received from/to an unknown number
• Have the customer record brought up to you automatically when you receive an inbound call
• Launch calls straight from ConnectWise via 3CX, using the 3CX Click2Call Browser extensions

This guide takes you through the steps required to set up your ConnectWise CRM with 3CX.

Read the guide.