Why callnclear? Complete VoIP Solutions

Cal4care (Thailand) Co., Ltd.

163/84 Sunphawut Rd, Bangnatai,

Bangna, Bangkok10260

CRM INTEGRATION WITH 3CX

CRM INTEGRATION WITH 3CX

Step 1: Download and install windows 3CX client (V15) from below link.

i) For Windows: http://downloads.3cx.com/downloads/3CXPhoneforWindows15.msi

Step 2: Need to send 3CX welcome email. Now you can see the configuration file attachment on your email. Open up this Welcome email on your pc and double click the attachment. The attachment contains your extension details and will automatically configure your client for use with 3CX.

Step 3: Once extension configured, you will see “On Hook” & “Available” status icon on 3cx client as per below screen shot.

CRM Inegration

Step 4: Go to Settings a Advanced Settings a Behavior

CRM Inegration
CRM Inegration
CRM Inegration

Step 5: Select the browser you would like to open for the application.

Key in your CRM Parameter details on “Parameters to send ”.

Once done save them and make a call to Hotline Number. Now you can get the popup when the incoming number matched on your CRM.

Example: http://crm.umbrellapro.xyz/contacts.php?ac=view&phone_number=%CallerNumber

CRM Inegration

Once done save them and make a call to Hotline Number. Now you can get the popup when the incoming number matched on your CRM.

CRM Inegration

Business

Retail

Carriers

Managed Services