Creatio 3CX connector
The full integration solution 3CX Phone and Creatio CRM. Displays customer’s information at Creatio interface when calls proceed by 3CX Phone. Put all of the inbound, outbound and missed call statistics from 3CX into Call section of Creatio CRM.
- Technical support sees the customer's open tickets
- The sales department sees the customer's activity
- The call center agent sees an active customer order
- Customers spend less time on the phone line
The following products are required for the solution:
3CX Webhook
It generates 3CX phone events and sends to Creatio
3CX WebAPI
It provides the 3CX control function and click to call
Call Center 360 for Creatio
Provides opening of a call card in Creatio CRM
Creatio 3CX Connector Features
Some functions for the best user experience
Popup customer's card
Displays customer’s information at Creatio interface when calls proceed by 3CX
List of related objects in Creatio
Display customer-related orders, activities, requests, and any other CRM objects
MP3 Records
Use the online player in Creatio to listen to recordings of conversations in MP3 format
MakeCall
Make calls from Creatio using the method click to call
CDR
The connector saves successful and missed calls in the Calls section
Smart routing
Use different routes and priorities for different customers
NoCode
Create and customize the agent’s work window without using code
REST API & Webhooks
Connect new call center functions with 3CX REST API and 3CX Webhook generator
3CX Windows & Debian
Install as a Windows service or Debian daemon on your 3CX instance
Advantages of using
01
Customer service
Integrating Creatio and 3CX allows to access customer information in real-time while they are on the phone, enabling them to provide more personalized and efficient service
02
Data Management
Call information is automatically logged into the CRM system, providing a centralized repository for customer interactions and reducing the risk of data loss.
03
360-degree
360-degree customer feedback refers to a comprehensive evaluation of a customer’s experiences and interactions with a company.
04
Increased efficiency
With an integrated system, customer information is automatically updated in real-time, reducing the need for manual data entry and saving time for customer service representatives
05
Enhanced reporting
Integrating provides companies with rich data on call volume, call duration, call outcomes, and customer interactions, enabling them to gain valuable insights into customer behavior and make informed decisions about business
06
Customer Experience
Integrating telephony with CRM allows for a seamless, personalized experience for customers. Agents have access to customer information and history during calls, enabling them to provide a more informed and efficient service.
07
Better Insights
Integrating 3CX and Creatio systems provides a comprehensive view of customer interactions, enabling businesses to gain valuable insights into customer behavior and preferences
08
Increased Productivity
The integration allows agents to handle calls, log call details and manage follow-ups all from within Creatio CRM, reducing the time spent switching between multiple systems
09
Improved Collaboration
Teams can work more effectively together by sharing customer information, call logs and follow-up tasks within the Creatio CRM
