+852 3900 1928

Salesforce CRM and 3CX IPPBX Integration (With Recording Path)

Matrix provides Salesforce CRM and 3CX Integration service, This integration provides these benefits to users of 3CX and Salesforce:

  • Call Pop-ups – When using the 3CX Web Client, the customer record is brought up to you automatically when you receive an inbound call.
  • Call Journals – Calls are logged as call records in the CRM.
  • Conversation recording – the conversation between the customer and the agent can be recorded in 3CX and the recording path can import to Salesforce CRM as the activities log.
  • Create a new contact automatically when a call is received from an unknown number.