Streamlined CRM Communication

3CX Zoho CRM Integration

Enhance your sales and communication workflows with Aatrox’s 3CX Zoho CRM integration services.

Get Started with Zoho integration


    About ZOHO

    About Zoho CRM

    Salesforce is a leading cloud-based CRM platform that empowers businesses to manage customer relationships, sales, and service operations efficiently. With its robust suite of tools, Salesforce enables organizations to track leads, manage pipelines, and deliver personalized customer experiences. Its flexibility and scalability make it a top choice for businesses of all sizes.

    Why Integrate Zoho CRM with 3CX?

    Integrating Zoho CRM with 3CX, a robust VoIP phone system, transforms your ability to manage customer interactions efficiently. This integration unifies communication and CRM data, enabling your team to access critical customer information during calls, boosting sales productivity and improving customer satisfaction.

    Enhanced Efficiency:

    Automate contact syncing and call logging to minimize manual work

    Better Customer Interactions:

    Access Zoho CRM data instantly for personalized call experiences.

    Centralized Data:

    Keep all call and chat records in Zoho CRM for accurate reporting.

    Flexible Solution:

    Scales to meet the needs of growing businesses.

    Get Started

    How Aatrox Makes It Happen

    At Aatrox Communications, we excel in delivering seamless 3CX Zoho CRM integrations customized to your business. Our expert team manages the entire process, from initial setup to thorough testing, ensuring a reliable and efficient connection. We align the integration with your sales workflows, saving time and reducing complexity. With Aatrox, you gain a trusted partner committed to optimizing your CRM and communication systems.

    Our process includes :

    Evaluating your business needs and existing systems.

    Setting up secure API connections between Zoho CRM and 3CX.

    Testing and refining for optimal performance.

    Offering ongoing support to ensure long-term success.

    CRM Features

    Features of 3CX Zoho CRM Integration

    Contact Synchronization:

    Automatically sync Zoho CRM contacts with 3CX, displaying caller names on your phone for both inbound and outbound calls.

    Contact Lookup:

    Search Zoho CRM contacts by phone number during calls, with the option to add them to 3CX contacts for quick access.

    Call Pop:

    Generate unique URLs for each Zoho CRM contact, allowing your team to instantly access caller details in Zoho CRM with one click.

    Call Journaling:

    Automatically log call details into Zoho CRM as notes or in a designated section. Supports four call types:

    • Answered Inbound: Logs answered incoming calls with timestamps and agent notes.
    • Unanswered Inbound: Records missed calls for follow-up actions.
    • Answered Outbound: Tracks outbound calls with duration and outcomes.
    • Unanswered Outbound: Logs attempted calls for improved lead management.

    Chat Journaling:

    Push Facebook, website, SMS, and WhatsApp for Business chats into Zoho CRM, centralizing all customer interactions.

    Click to Call:

    Initiate calls directly from Zoho CRM using TEL links, streamlining outbound communication.

    Call Recording:

    Record calls and access them via a secure link for future use, ensuring easy retrieval and review in Zoho CRM.

    AI Transcription and Summarization:

    Use AI to transcribe and summarize calls, storing transcriptions and summaries in Zoho CRM for reference and compliance.

    Case Study

    Boosting Sales for a Growing Business

    A fast-growing SaaS company faced challenges with disconnected communication and CRM systems, resulting in missed leads and inefficient follow-ups. Aatrox implemented a 3CX Zoho CRM integration, enabling real-time contact syncing, call journaling, and chat integration. The outcome? A 35% increase in lead response speed, a 20% improvement in sales team efficiency, and enhanced customer satisfaction due to quicker, data-driven interactions. Our customized solution allowed the company to focus on scaling while we managed the technical details.

    Start with us

    Get Started with Aatrox

    Ready to elevate your 3CX Zoho CRM integration? Contact Aatrox Communications today to discover how we can transform your business workflows.

    Get Your 3cx License Now!