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Integrate 3CX Pro with Salesforce

Boost customer service and increase your agents’ productivity by integrating 3CX Pro or Enterprise Edition with Salesforce. By using the 3CX Plugins you are able to fully integrate this CRM software. Take advantage of the powerful 3CX UC feature set combined with Salesforce’s software for more than just a simple CRM solution. CRM Integration with Salesforce is standard with the 3CX v15.5 PRO/Enterprise editions.

Benefits of Using 3CX with Salesforce

Consolidate your customer communications into one simple platform and enjoy the features that Salesforce has to offer. Customer interactions can be easily managed by combining the services of 3CX and the Salesforce software. In doing so, you can easily offer support and additional resources quickly and efficiently to your valuable customers.

  • Click to Call – Streamline sales teams by allowing calls to launch with a single click directly from the Salesforce interface; no need to enter a customer’s number into your phone

  • Call Pop-ups – Contacts are opened in Salesforce and records are created for new callers within the CRM system. No need to ask for customer phone numbers

  • Call Journals – A journal entry is created for the contact for easy access to call history so that agents can keep track of all CRM data, including customer information
Integrate Salesforce with your 3CX PBX
Server-side CRM Integration with Salesforce
Installation Guide

Easy CRM Integration – Server-side

The Freshdesk CRM system can be connected to your PBX server-side. The administrator can easily complete the integration of the CRM and PBX with no need for plugins or manual configuration from the user. To find out how read our guide.

  • Out of the Box Integration – All of this is possible with server-side integration for Salesforce; your business starts reaping the rewards from the get-go

  • No plugins or manual configuration – less hassle for admin and users

  • Easily Configure Outbound Calls – No need for additional customizations, launch calls directly from the Salesforce Web Interface

Check out other 3CX Features

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