NewsUC&C28 Apr 2017 · 2 min read

3CX Announce New ConnectWise CRM Integration

The world of 3CX is expanding with the integration of yet another CRM plugin, this time by ConnectWise.

3CX, a software-based open-standard PBX that works alongside popular SIP trunks, IP phones, and gateways recently announced the new development of their latest integration. The update means that it's now possible for businesses to integrate their ConnectWise CRM solutions with their 3CX PBX.

The latest integration was designed to give ConnectWise users a chance to upgrade and improve their productivity solutions, and save time on various tedious tasks such as customer record searching and the creation of new contacts through the ConnectWise CRM.

The New Features of the ConnectWise Integration

3CX believe that the new collaboration should provide efficiency and improved performance for people using ConnectWise CRM. By downloading the latest plugin, users will be able to access a range of exceptional features for communication and collaboration, including:

"Click to Call" functions: This application launches calls straight from the ConnectWise environment, through 3CX using the "Click to Call" extension
"Call Journals": All calls that are conducted by the users can be logged as call records within the CRM. This helps to ensure that all companies have access to accurate, essential data
"Call Pop-ups": This feature presents the customer record for the person involved within the call to be brought up automatically. This unique solution helps to save call agents time when accessing crucial data about any specific client during a communication experience
Automatic contact creation: Finally, the plugin will allow for ConnectWise users to automatically create a new contact for their system when calls are received from unknown numbers

In order to assist companies and individuals who are interested in using the new ConnectWise plugin, 3CX have developed an in-depth guide that provides details on how to achieve integration.

Using the New ConnectWise CRM Plugin

Over the years, 3CX have integrated numerous plugins for their users to help improve and enhance productivity across a range of business environments. The new ConnectWise CRM integration plugin is available to access within the management console, beneath the "Updates" tab.

Importantly, 3CX is also capable of integrating with a range of other essential CRM systems that are used across the business and enterprise networks today. The full list of integrated CRMs includes popular solutions like Google Contacts, Salesforce, Zendesk, and Microsoft Dynamics. You can find out if your CRM is integrated here.

For companies who find that their CRM is not included in the list, it's worth noting that 3CX allows businesses to develop their own plugin to use with the system. Those who don't have access to their own developmental resources to create a plugin are also encouraged to fill out the CRM integration suggestion form provided by 3CX. All suggestions are considered by 3CX.

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