3CX Creatio CRM connector

Plug and play Creatio connector for 3CX telephony. Displays customer’s information at Creatio interface when calls proceed by 3CX Phone. Put all of the inbound, outbound and missed call statistics from 3CX into Call section of Creatio CRM.
  • 1

    Popup customer's card

    Displays customer’s information at Creatio interface when calls proceed by 3CX
  • 2
    List of related objects in Creatio
    Display customer-related orders, activities, requests, and any other CRM objects
  • 3
    Smart routing
    Use different routes and priorities for different customers
  • 4
    MakeCall
    Make calls from Creatio using the method click to call
  • 5
    Call detail record (CDR)
    The connector saves successful and missed calls in the Calls section
  • 6
    MP3 records
    Use the online player in Creatio to listen to recordings of conversations in MP3 format
  • 7

    NoCode

    Create and customize the agent’s work window without using code
  • 8
    REST API & Webhooks
    Connect new call center functions with 3CX REST API and 3CX Webhook generator
  • 9
    3CX Windows & Debian
    Install as a Windows service or Debian daemon on your 3CX instance
Advantages of using

  • More information

    Customer and contact. The necessary minimum of information
  • Fewer errors
    More information about the customer and its properties. Fewer errors in call processing
  • Less time on the line
    It takes less time to find the necessary information about the customer. All information is available immediately
  • 360° degrees
    Full 360 degree picture of the customer. All related orders, requests, activities and other Creatio CRM objects
  • Fast connection
    Switching the customer to the responsible employee or the necessary queue.
  • More loyalty
    More customer loyalty due to fast service and fewer switches and line holds
How It Works
Incoming call from PSTN
3CX requests to Creatio responsible employee and routes
The responsible employee receives a call
The customer's card pops up in Creatio with all related information
The responsible employee picked up the phone
3CX sends webhook to Creatio with call start event

The employee hangs up

3CX sends call end event to Creatio for adding CDR record

Few moments later

3CX sends a link to the conversation recording (MP3)
Creatio 3CX Connectror screenshots