Crm intégration

[Hostname]

Hello,

Dump question : why should we need to integrate are crm with 3cx crm template ?

 

[edossantos]

Creating a CRM template you integrate your CRM with 3CX. This will give you the following features:
- When an inbound call arrives, the contact will be taken from your CRM and imported into 3CX Contacts.
- When the contact is not found in the CRM, it will be automatically created (depending on configuration).
- The contact name will be shown as the caller name, no matter the phone you use.
- If you use the 3CX Web Client, it will automatically open the contact record in a new browser tab.
- When the call ends, a new call activity will be created in the CRM (depending on configuration).