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3CX Phone Integration with Vtiger
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3CX Phone integration
Thanks to 3CX team for building the connector to Vtiger. Instructions to connect your Vtiger and 3CX systems are described on this article from 3CX site - Vtiger CRM PBX Integration
If you are using 3CX phone system, then you can hook it up with Vtiger to get the following features.
- Call Pop-ups – When using the 3CX Web Client, the customer record is brought up to you automatically when you receive an inbound call.
- Contact record creation - Create a new contact automatically when a call is received from an unknown number.
- Contact record synchronization – Inbound calls from external numbers trigger a contact lookup in your CRM, and contact details are added to 3CX Contacts. This way, the caller name is automatically shown in your phone display when you receive the call.
- Click to Call – Launch calls straight from Vtiger via 3CX, using the 3CX Click2Call browser extensions.
- Call Journals – Calls are logged as call records in the CRM.