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.