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Salesforce 3CX Integration

Streamline Your Communication and Customer Relationship Management.


Are you seeking to elevate your business communication and enhance customer relationship management? Look no further! Our Salesforce 3CX Integration is the solution you've been searching for.

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What is Salesforce 3CX Integration?

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Our Salesforce 3CX Integration is a robust tool that seamlessly connects Salesforce, the world's 1 CRM platform, with 3CX, a powerful communication system. This integration empowers your team to harness the full potential of both platforms, resulting in improved productivity, enriched customer engagement, and superior data management.

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Click-to-Call Integration

Initiate phone calls directly from your Salesforce CRM with a single click. No more manual dialing, saving time and minimizing errors.

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Automatic Call Logging

Every call is automatically logged in Salesforce, providing your team with comprehensive interaction records for better customer insights and follow-ups.

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Real-time Data Sync

Ensure your customer data is always up-to-date with real-time synchronization between Salesforce and 3CX.

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Enhanced Reporting

Access detailed call analytics and reports within Salesforce, empowering informed decisions based on call data.

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Enhanced Customer Experience

Deliver a personalized and efficient customer experience with easy access to customer information during calls.

Simplify the Click to Call Experience

  • Enhance the efficiency and effectiveness of your sales
  • Improve customer service operations
  • Initiate calls directly from within Salesforce
  • Eliminates the need to manually dial phone numbers
  • Operate Click to call from any screen of Salesforce
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Intuitive Incoming Call Popup

  • Fetch and display relevant information
  • Customized Popup information
  • Easy action item (Leads/Manage ticket etc..)
  • Automatic Case Creation
  • Easy and customized popup

Call Logging Experience

  • Enhance the security of logging calls.
  • Access call recording from within Salesforce.
  • Automate Call logging on every incoming/outgoing calls.
  • Intuitive call recording experience.
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3cx Integration support for Mobile Apps

  • Integrate PBX into mobile apps.
  • Caller info in call pop-ups.
  • Track communication details.
  • Display contact info clearly.
  • Access call logs on mobile.
“ The incorporation of Salesforce and 3CX integration has genuinely revolutionized our business. Before we implemented this integration, we encountered difficulties in effectively handling customer interactions. Our sales teams worked in isolation, leading to missed chances. ”

–Ophir, Netvill Ltd

Why Choose Our Integration?

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Seamless Integration

Our solution is designed for ease of use, ensuring a hassle-free integration process.

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Increased Efficiency

Reduce manual data entry and improve overall workflow efficiency.

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Better Customer Insights

Access a 360-degree view of your customers, leading to improved service and sales opportunities.

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Cost-effectiveness

Save time and money by streamlining communication and reducing errors.

Our Happy Customer

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Get Started Today

Experience the benefits of Salesforce 3CX Integration and elevate your customer relationship management to new heights. Reach out to our experts to learn more and request a demo.To discover how our integration can transform your business.

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Frequently Asked Questions

  • What is 3CX?

    3CX is a powerful communication system that offers Voice over IP (VoIP) phone services, video conferencing, chat, and more. It is known for its flexibility and cost-effectiveness in enhancing communication within businesses.

  • How does Salesforce 3CX Integration benefit my business?

    Our Salesforce 3CX Integration streamlines your communication processes by connecting Salesforce, the leading CRM platform, with 3CX. This integration offers benefits such as click-to-call functionality, automatic call logging, real-time data synchronization, and enhanced reporting. As a result, you can expect improved customer engagement, better insights, and increased operational efficiency.

  • Is the integration compatible with my existing Salesforce and 3CX setups?

    Yes, our Salesforce 3CX Integration is designed to seamlessly integrate with your existing Salesforce CRM and 3CX telephony system. We offer customization options to ensure that the integration aligns perfectly with your specific business needs and configurations.

  • What is the installation process for this integration?

    The installation process for our Salesforce 3CX Integration is straightforward and user-friendly. Our dedicated experts will guide you through the setup, ensuring minimal disruption to your day-to-day operations. We aim to make the integration process as smooth as possible for your business.

  • How can I get started with Salesforce 3CX Integration?

    Getting started with our integration is easy! Simply reach out to our team by clicking on the "Contact Us" button on this page. Our experts will provide you with all the necessary information, including a demo of the integration's capabilities. We're here to assist you every step of the way.

  • Is there ongoing support and maintenance?

    Yes, we offer ongoing support and maintenance to ensure that your Salesforce 3CX Integration runs smoothly and efficiently. Our dedicated support team is readily available to assist with any questions or issues you may encounter, ensuring a seamless experience for your business.

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What happens next?

  • Our sales manager reaches out to you within a few days after analyzing your business requirements.
  • Meanwhile, we sign an NDA to ensure the highest level of privacy.
  • Our pre-sale manager presents project estimates and an approximate timeline.

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