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.
- 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
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
- Independent operation of CRM and telephony
- Works on any VoIP-device
- 3CX users will work with the same regular interface of 3CX desktop or mobile application.
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
