Integrating Your CRM with 3CX

3CX integrates directly with the most popular CRM platforms. When a customer calls, their contact record opens automatically on your screen. When you're done, the call is logged in their history — no manual entry required.

Supported CRM Platforms

3CX Professional and Enterprise editions include native integration with:

• HubSpot — contact screen pops, click-to-call from HubSpot records, automatic call journaling
• Salesforce — screen pops on inbound calls, click-to-call from any record, call logs written to Activity History
• Microsoft 365 / Outlook — contacts synced from your address book, click-to-call from Outlook, Teams presence integration
• Zoho CRM — inbound screen pops, call logging, click-to-dial
• Freshdesk — ticket creation on inbound calls, contact lookup, call notes

Additional integrations are available via the 3CX CRM template system. Ask DVGVoIP if your CRM is not listed above.

What CRM Integration Does

Screen Pops

When a customer calls your business number, 3CX looks up their phone number in your CRM. If a matching contact is found, their record opens automatically in your browser before you even pick up the call. You know who is calling and have their history at your fingertips immediately.

Click-to-Call

Any phone number displayed in your CRM becomes a clickable link. Click a number in a contact record, lead, or deal, and 3CX dials it instantly through your desk phone, web client, or mobile app. No manual dialing.

Call Journaling

After each call, 3CX automatically writes a call record to the contact's activity history in your CRM — including date, time, duration, and direction (inbound/outbound). This keeps your CRM accurate without requiring staff to log calls manually.

How to Request CRM Integration

CRM integration is configured at the server level by DVGVoIP — your staff do not need to set it up individually.

1. Contact DVGVoIP and tell us which CRM platform you use.
2. We'll confirm your 3CX edition supports the integration (Professional or Enterprise required).
3. Provide us with the necessary API credentials for your CRM (we'll guide you through where to find them).
4. DVGVoIP configures the integration on your 3CX server — typically completed within one business day.
5. We walk your team through how the screen pops and click-to-call work in practice.

Note: Each user who wants screen pops needs the 3CX web client or desktop app open and logged in. The integration works through the browser — not through your desk phone display.

Microsoft 365 Integration

The Microsoft 365 integration covers more than just CRM features:

• Sync your Outlook contacts into 3CX so you can dial by name
• Click-to-call from Outlook emails and calendar entries
• See colleague availability from Microsoft Teams presence status inside 3CX
• Single sign-on (SSO) — staff log in to 3CX with their Microsoft account