Salesforce CRM and 3CX IPPBX Integration

Key Features

When properly configured, the integration works server-side to automate several daily tasks:

• Caller ID to Contact Name: When a call comes in, 3CX checks the phone number against your Salesforce Leads, Contacts, and Accounts. If a match is found, the caller’s name automatically appears on the agent’s screen or softphone.
• Call & Chat Journaling: Once a call or live chat ends, 3CX automatically creates an activity record in the corresponding Salesforce contact card. This logs the call duration, the agent who handled it, and any notes.
• Click-to-Call: By installing the 3CX Click2Call browser extension (for Chrome or Edge), phone numbers inside Salesforce become clickable links. Clicking a number automatically launches the call through your 3CX web client or desk phone.
• Automated Contact Creation: If an inbound call comes from an unknown number, 3CX can prompt the agent to quickly create a new Lead or Contact in Salesforce directly from the 3CX Web Client.

📞 想了解更多？歡迎聯絡我哋

• 🌐 網站：www.28voip.com
• 📞 電話：+852 3900 1928
• 🌐 公司網站：www.hk-matrix.com

專業 3CX 顧問團隊 | 立即預約 DEMO | Matrix Technology — 3CX Titanium Partner

📖 相關文章

• 3CX + ZOHO CRM 整合方案：打通電話系統與客戶數據
• 銷售經理、客服經理、IT 經理、CFO、老闆：點解佢哋都選擇 3CX 電話系統？
• 3CX 電話系統：香港企業為何選擇 Software PBX
• 3CX 接駁 WhatsApp 語音通話 (Voice API)：連接・互動・通訊更智能