Why use a CRM Integration with your phone system?
When integrating your CRM with your 3CX Phone system you will be able to know exactly who is calling before you pickup the phone. 3CX will automatically query the CRM to ensure it has the latest contact record details and download the contact to use in 3CX. The contact will then be able to be used to search and dial the contact, send SMS and display the Caller ID.
Databases Integration Capabilities
Aatrox Communications is able to enable MongoDB Database Integration with 3CX. The collections structure inside each database is different, so a template cannot be provided ready for use out of the box. Since the JSON structure is unknown and cannot be mapped to variables, 3CX provide a sample template that you can easily adapt to fulfil your needs.
Creating & Syncing Contact
These integrations in 3CX v16 PBX provide valuable functionality to automatically:
– Create new database contacts for incoming calls received from unknown numbers.
– Lookup database contacts on external incoming calls and synchronize contact details to 3CX Contacts for quick reference.
– Automatic incoming call pop-ups in the 3CX Web Client, displaying the caller’s contact/customer record from a custom database query.
– Call journaling, logging all available call details to your database for reference and reporting.
The above integration functions enables you to transform your call data into real business intelligence and get new insights into your operations.