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3CX integration with Salesforce At A Glance

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When it comes to creating a robust business communication system, 3CX provides numerous advantages for businesses of all sizes. 

3CX, a fully hosted and managed Voice over Internet Protocol (VoIP), is a software-based IP phone system that provides high-quality and unified communications solutions. 

The 3CX Phone System offers powerful mobile software for Windows and Linux operating systems and saves your company from purchasing and managing expensive PBX hardware. It is a software-based telephone system installed onto a Windows PC or server that improves overall call performance, conferencing, and other integrated communications. 

Benefits of 3CX Phone System

1. Easier to install and manage via its web-based management console.

2. Users can configure their office extension themselves using the 3CXPhone, self-service user portal.

3. Receive and make calls via existing phone lines using VoIP Gateways.

4. Save on call costs by using popular SIP/VoIP providers.

5. Easy to manage by an IT administrator.

6.  Lower purchase and expansion costs.

7. Higher return on investment.

8. 3CX Phone System is more scalable than hardware PBXs.

9. Better integration with other business applications.

10. Easily build voice applications that increase productivity and efficiency.

3CX integration with Salesforce

System Requirements

The Salesforce plugin utilizes the Salesforce Web Services API. Therefore you need a Salesforce Enterprise account or Salesforce Unlimited account to use this plugin.

How to connect 3CX with Salesforce?

Salesforce Configuration

Step 1: Log in to your Salesforce account

Step 2: Click on “Gear icon” >  “Setup.”

Step 3:  Select “Apps > App Manager.”

Step 4: Click the “New Connected App” button on the top right of the webpage.

After creating the connected app, you will get the Consumer Key and Consumer Secret. We will need to add these later inside the 3CX CRM Server side integration section.

Step 5: Click on your profile image on the top right corner > Settings.

Step 6: On the side, the menu selects “Reset My Security Token.”

Step 7: Press Reset Security Token. An email will be sent with the new security token. We will need to add this later inside the 3CX CRM Server side integration section.

→ Go the Settings tab inside the 3CX and then select CRM Integration then you need to follow the following steps:

Step 1: Login to the 3CX Management Console  and go to “Settings” > “CRM Integration” > “Server-Side” tab.

Step 2: In the CRM Provider Configuration section select Salesforce in the “Select a CRM Solution” field.

Step 3: In the General Configuration section fill all the required fields: Consumer Key, Consumer Secret, Username, Password, and Security token.

→ When you enable the “Enable Call Journaling section” it will create the record of activity when a user made the call.

→  When you enable the “Enable Contact Creation”, it will create the record of Contact or lead according to the “Create Lead or Contact” selected.

Creation of record:

Step 1: Click on the Test button.

Step 2: Enter the phone number and then click on the Test button.

After clicking on the Test button, you will get the contact record created ID.

Benefits of 3CX integration with Salesforce

3CX integration with the Salesforce module provides a broad range of communication and collaboration applications and services that deliver better customer service and drive business growth. By integrating 3CX with Salesforce, agents can identify incoming calls and forward them to the right department, while saving both time and money. 

With 3CX integration with Salesforce, you can display a pop-up screen with contact information for incoming calls and launch outgoing calls to Salesforce contacts directly from the Salesforce web interface.

Furthermore, you can receive real-time call information that supports marketing campaigns, and provide valuable information to your customers and prospects. You can also personalize your call experience that increases customer loyalty and directs callers through sales channels.

If you need assistance with 3CX integration with Salesforce or any form of Salesforce Integration, please feel free to reach out to us. Our certified Salesforce and CRM specialists would be happy to assist you to take your business to the next level. Contact Cloud Analogy – the best Salesforce integration company today!

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