What it does
What does the integration give the agent?
The customer card appears before the phone is picked up, the conversation is logged into the customer history with the recording attached, and the next call starts from the record with one click.
- Customer card on screen for incoming calls
- Click-to-call from the CRM record
- Call logged with duration, outcome, agent and recording
- SMS conversations next to the same customer
Systems
Which systems does Plus1CX integrate with?
A universal integration module is fitted to your CRM or ERP; whatever is not on the list is connected the same way through its API.
HubSpot, Salesforce, Pipedrive
Sales CRMs: calls and recordings on contacts and deals, click-to-call, outcomes on activities.
Microsoft Dynamics 365, Microsoft 365
Contacts, calendar and email with Outlook; Teams and the user directory.
Zendesk, Freshdesk, Zoho
Support desks: a call becomes a ticket, the recording attaches to it.
Your own system
ERP, accounting or custom software — connected through the REST API with webhooks.
How it works
How is the integration delivered?
Discussion
Which system, which objects (contacts, deals, tickets) and which events matter.
Connector setup
The universal module is fitted to your CRM’s API and fields.
Go-live
Customer card, logging and click-to-call go live for a pilot team.
Extension
SMS, recordings, surveys and reports follow once the basics work.
FAQ
Frequently asked questions
Do we need to replace our CRM?
No. The integration brings the phone system into the CRM you already use. If you have no CRM, look at Plus1CX CRM, which is built in.
How does the call recording reach the CRM?
When the call ends, the recording and history are passed over the REST API and attach to the customer record, so there is no need to search the phone system.
Does it work with 3CX only?
The connector works with 3CX and with other phone systems that expose call events.
What if our system is not on the list?
The integration is built on your system’s API. Tell us which system and what data you need.
Related solutions
Connect your CRM to 3CX
Tell us which system you use and what the agent should see on an incoming call.
Ask about CRM integration
Tell us which CRM or ERP you use and what you need from the integration. Only the email address is required.