How to integrate 3CX dialer in Salesforce CRM

[aslampa]

Is it possible to integrate 3CX dialer with CRM? If, how we can do it with Salesforce

 

[edossantos]

This is a feature that is planned for the near future, but it's not available yet. We're still working on the development of this dialer for Salesforce.

 

[aslampa]

Thank you for the update. We are eagerly waiting for it

While integrating 3CX with Salesforce notice couple of issues. Could you please help us to fix it

1. Outbound calls are not recognized contact Info which is created in CRM
2. There is no real time synch in contacts with Salesforce (Contact update only when receiving calls) and editing is possible only one way

 

[edossantos]

Outbound calls are not recognized contact Info which is created in CRM

Contact synchronization only happens with inbound calls from this contact. Once the contact has been added to 3CX Contacts, you will see the contact name on outbound calls as well.

There is no real time synch in contacts with Salesforce (Contact update only when receiving calls) and editing is possible only one way

This is by design. There is no full synchronization, this only happens when customers call in. And contacts are only synchronized from the CRM to 3CX, any change made on 3CX will be lost the next time you receive a call, because the information will be refreshed from the CRM.

 

[aslampa]

We would like to trigger schedule calls automatically from 3cx based on the appointments or follow up scheduled time in CRM. Is it possible

 

[edossantos]

We would like to trigger schedule calls automatically from 3cx based on the appointments or follow up scheduled time in CRM. Is it possible

No, this is not possible. You need to trigger calls manually using the 3CX click to call extensions:
https://www.3cx.com/phone-system/click-to-call/