CRM Integrations for 3CX | by Evolute I.T.

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As many know, Evolute I.T. (prev. ConceptsWeb) has many custom CRM integrations we built over the years for customers and partners.

Integrations for CRMs and business apps that 3CX does not cover out of the box, plus enhanced editions of a few it does. Everything installs through the standard 3CX CRM integration (Admin > Integrations > CRM) and is built and maintained by us.

Here's the list of our currently available integrations! If you are interested by any of them, simply reach out to us via the forums, email, live chat or call!

Featured​

Activix (automotive CRM). Built for car dealerships: every call, SMS and chat is matched to the Activix lead and logged as a communication, with advisor, BDC and F&I assignment rules per department and extension, DID and lead-source mapping, click-to-call from Activix, live call monitoring and multi-dealership support from one connector.

NetSuite. Customers, contacts, leads and prospects with a configurable lookup order, contact creation from 3CX, call and chat journaling with AI transcript and summary, and click-to-call.

Bullhorn. Candidates, client contacts and corporations. Choose whether answering opens the record or the Add Note page, notes with configurable action types, chat journaling, and OAuth login with no middleware.

Native templates​

A 3CX CRM template you upload to your PBX. It talks to the CRM's API directly; nothing else to host.

Included with every template: lifetime updates, 30 days of installation and configuration support, bug fixes, and unlimited reuse across your installations. Buy once, apply many times.

Integration	Caller lookup	Email lookup	Contact search	Create contact	Call journaling	Chat & SMS journaling	AI transcript, summary, sentiment & recording link	Authentication	Notes
ActiveCampaign								API key
Applied Epic								OAuth 2.0
Atera (RMM / PSA)				—		—		API key	Ticket per call
Bullhorn								OAuth 2.0	Candidates, contacts and corporations
Clio Manage								OAuth 2.0
Close CRM								API key	Leads and contacts
EspoCRM								API key
HaloPSA				—				OAuth 2.0	Ticket per call
Intercom								API key
JobAdder								OAuth 2.0	Candidates and contacts
Kustomer								API key
Perfex CRM								Database	Customers or Leads editions
Reapit AgencyCloud								Login / token	Applicants, contacts and companies
Recruit CRM								API key	Candidates and contacts
simPRO								Login / token
TrackerRMS								Login / token
Vincere								OAuth 2.0	Candidates and contacts
WHMCS		—		—		—		API key
Zenoti								API key
Zoho FSM								OAuth 2.0
Zoho Recruit								OAuth 2.0	Agency and Internal HR editions

Hosted Connectors (Proxies)​

A connector service that sits between 3CX and the CRM, for integrations that need logic a template alone cannot do (automation rules, mappings, multi-instance, live monitoring). Delivered as a service: hosting, monitoring, backups, updates and maintenance are included, so it works like SaaS. Monthly and/or onboarding fees may apply.

Connector	Caller lookup	Email lookup	Contact search	Create contact	Call journaling	Chat & SMS journaling	AI transcript, summary, sentiment & recording link	Highlights
Activix								Car dealerships. Lead lookup, automatic lead and communication logging, advisor / BDC / F&I assignment rules, DID and source mapping, SMS logging, click-to-call, live call monitoring, multi-dealership
Microsoft Dynamics 365 (enhanced)								Automatic lead or contact creation, case creation per call or chat, queue-to-team mapping, field mappings
HubSpot (enhanced)				—			—	Automatic lead creation with property assignments, owner reassignment, field mappings, recording links. New edition in progress
Loxo
monday.com CRM								Board and column mapping
NetSuite								Customers, contacts, leads and prospects with configurable lookup order, click-to-call
Zendesk (enhanced)		—	—					Automatic contact and ticket creation, start / answer / transfer / closing notes, recording uploaded to the ticket, auto-close, tags, group mapping, macros, agent call screen

Feature legend: Caller lookup = caller identification and screen pop on inbound and outbound calls. Email lookup = contact match for live chat and email-based channels. Contact search = search the CRM from the 3CX dialer and contacts page. Create contact = create a CRM record from the 3CX client (automatic for the Zendesk and Dynamics connectors). Call journaling and Chat & SMS journaling = activity logged in the CRM when the call or conversation ends. AI = 3CX transcription, summary, sentiment and the recording link included in the journal entry when enabled on the PBX.

Add-on: Gong call logging, compatible with any of the integrations above (every journaled call is pushed to Gong with its transcript and recording).

Requirements: 3CX V20 (Pro or Enterprise, CRM integration enabled).

Don't see your CRM? We build custom templates and connectors on request.