Creatio 3CX Connector

Plug and play Creatio connector for 3CX telephony. Displays customer’s information at Creatio interface when calls proceed by 3CX PBX. Put all of the inbound, outbound and missed call statistics from 3CX into Call section of Creatio CRM.

Creatio 3CX Connector
Creatio 3CX Certified

3CX Server API Connector

Server integration with 3CX Connector works over API between two application servers. You don’t need to install and manage additional software on the agent’s side. All packages should be installed on both sides of servers – Creatio and 3CX

Creatio 3CX 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

More information

Customer and contact. The necessary minimum of information

02

Fewer errors

More information about the customer and its properties. Fewer errors in call processing. 

03

360° degrees

Full 360 degree picture of the customer. All related orders, requests, activities and other Creatio CRM objects

04

Less time on the line

It takes less time to find the necessary information about the customer. All information is available immediately

05

Fast connection

Switching the customer to the responsible employee or the necessary queue.

06

More loyalty

More customer loyalty due to fast service and fewer switches and line holds

Example of the algorithm

09:41:09
Incoming call from PSTN
3CX requests to Creatio responsible employee and routes
09:41:09
09:41:20
The responsible employee receives a call
The customer's card pops up in Creatio with all related information
09:41:20
09:41:25
The responsible employee picked up the phone
3CX sends webhook to Creatio with call start event
09:41:25
09:43:30
The employee hangs up
3CX sends call end event to Creatio for adding CDR record
09:43:30
09:43:35
Few moments later
3CX sends a link to the conversation recording (MP3)
09:43:35

Creatio 3CX screenshots