The 3CX CRM Integration Module connects your phone system directly with leading CRM platforms — including Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Freshdesk, and more. Incoming calls automatically trigger contact lookups and screen pops, while every interaction is logged to the customer record without manual data entry. Combined with click-to-dial and a REST API for custom integrations, 3CX eliminates the friction between your communications and your customer data.

Out-of-the-box integration with Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, and Freshdesk
Automatic contact lookup and screen pop on every incoming call — no manual searching
Click-to-dial from within your CRM — call any contact or lead with a single click
Automatic call journaling logs every interaction to the customer record for a complete history
REST API for building custom integrations with proprietary or niche CRM systems

Click-to-Dial

Initiate calls directly from your CRM interface by clicking any phone number on a contact, lead, or account record. Eliminates manual dialling and ensures every call is automatically associated with the correct record.

Contact Screen Pop

When an incoming call arrives, 3CX instantly matches the caller ID against your CRM database and displays the full contact record. Agents greet callers by name with immediate access to their history, open tickets, and account details.

Automatic Call Journaling

Every inbound and outbound call is automatically logged to the relevant CRM contact record with call duration, time, and agent details. Eliminates manual note-taking and ensures a complete, auditable communication history.

REST API for Custom Integrations

Build tailored integrations with proprietary or niche platforms using the 3CX RESTful API framework. Create custom workflows, automate call handling, and sync data between 3CX and any system with an API.

Real-Time Call Status Sync

Current call states synchronise in real time between 3CX and your CRM, so managers and team members see live call activity without switching applications. Presence and availability data flows bidirectionally for accurate workforce visibility.

Multi-CRM & Multi-Deployment Support

Integration works across both cloud-based and on-premises CRM installations with the same configuration approach. Support for multiple CRM platforms means organisations using different systems across departments can unify under one phone system.

3CX CRM Integration

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