How to connect zoho CRM with 3cx version 20

Connecting Zoho CRM with 3CX Version 20 allows you to integrate your phone system with customer data, enabling features like click-to-call, automatic call logging, and more. The integration can help streamline your workflow and improve customer service.

Follow these steps to connect Zoho CRM with 3CX:

Step 1: Log into 3CX Management Console

1. Open your browser and log into the 3CX Management Console.
2. Navigate to the Dashboard for the 3CX system, where you can manage your extensions and integrations.

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Step 2: Install the 3CX Zoho CRM Integration Plugin

To connect 3CX with Zoho CRM, you need the 3CX Zoho CRM integration plugin. This is available from the 3CX Marketplace.

1. Go to the 3CX Marketplace:
   • In the 3CX Management Console, go to the “Settings” section.
   • Select “Integrations” from the menu.
   • Find Zoho CRM in the marketplace list and click on it.
2. Install the Integration:
   • Click Install next to the Zoho CRM plugin.
   • Once installed, 3CX will prompt you to configure the integration.

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Step 3: Configure Zoho CRM Integration in 3CX

1. After installation, go to Settings > Integrations and select Zoho CRM.
2. Click on Configure.
3. Authentication:
   • To authenticate, you will need your Zoho CRM API Key. Here’s how to get it:
     • Go to your Zoho CRM account.
     • Navigate to Settings > Developer Space > API.
     • Generate and copy the API Key.
4. Enter the API Key:
   • In the 3CX management console, paste the Zoho CRM API Key into the provided field.
   • Enter other required fields such as your Zoho CRM Domain (e.g., crm.zoho.com).
5. Set Up Call Logging:
   • Decide whether you want to log calls automatically (inbound and outbound).
   • You can also configure call notes, call outcomes, and other custom fields from Zoho CRM to be linked with call logs.
6. Click-to-Call Setup:
   • Enable Click-to-Call so that you can dial Zoho CRM contacts directly from the 3CX interface by clicking on their phone numbers.
7. Save Configuration:
   • Once the settings are correct, click Save to apply the integration.

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Step 4: Set Up Click-to-Call (Optional)

1. Enable Browser Integration:
   • In the 3CX Management Console, go to Settings > Extensions.
   • Under Extension Settings, enable Web Client and Click-to-Call for your users.
2. Install the 3CX Web Client Plugin:
   • The 3CX Web Client allows you to make calls from within the browser. Make sure that your users install the appropriate plugin in their browser to enable Click-to-Call functionality.

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Step 5: Test the Integration

1. Make Test Calls:
   • Open Zoho CRM and go to a contact’s record.
   • Click on the phone number, and it should initiate the call in 3CX.
2. Log Call Activities:
   • After making a call, check the Zoho CRM record for the call log.
   • The call should appear in the customer’s activity timeline with relevant details such as call duration, call outcome, and any notes you entered during the call.

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Step 6: Automate Call Logging (Optional)

1. To automate call logging in Zoho CRM:
   • Go to Zoho CRM Settings.
   • Set up automation for activities like logging incoming and outgoing calls, and attach them to specific records (e.g., Leads, Contacts, or Deals).
2. You can customize these settings within Zoho CRM to make the workflow more efficient based on your business requirements.

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Step 7: Monitor Integration Performance

1. Real-Time Monitoring:
   • From the 3CX Management Console, check the logs to see how calls are being recorded in Zoho CRM.
   • Check for any errors in the integration, such as failed API calls or configuration issues.
2. CRM Activity Reporting:
   • You can also check for reports and dashboards in Zoho CRM to track your team’s interactions with customers.

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Conclusion

By following these steps, you can successfully integrate Zoho CRM with 3CX Version 20. This integration enhances your customer communication by providing click-to-call functionality and automatic call logging directly within Zoho CRM. It also helps manage customer interactions more effectively by linking them to their CRM records.

Let me know if you need further assistance with this integration or run into any issues!