Analytics and insights are the modern way to do business. Yet, sometimes the value of data in business communications...
SALESFORCE INTEGRATION
Salesforce integration
with your PBX.
Simplify processes and automate information sharing within your organization.
Integrate 3CX with Salesforce using 3CX API for CRM. This PBX-CRM integration takes place at cloud server level, ensuring easier and direct configuration of your PBX. Leverage the synergy of your business's essential tools and coordinate departments and teams.
MORE AUTOMATION
Optimized use of your organization's assets.
Streamline workflows and engage with your customers based on real-time business data.
With a PBX-Salesforce integration, you can optimize processes by merging the unique communication possibilities of 3CX with the power of a top-level CRM like Salesforce. Build better customer loyalty and foster stronger relationships through technology.
WHAT YOU GAIN
Benefits of PBX and Salesforce integration.
Leverage your CRM data for more
effective communication.
Contact
synchronization
When engaging in calls with external numbers, 3CX verifies your CRM presenting the contact information on your screen so you can attend to the call with prior knowledge of the caller's identity.
Automated
tasks
Integrating with Salesforce helps automate repetitive tasks, such as sending follow-up emails or creating new contacts in Salesforce when a prospect calls for the first time.
Enhanced customer
experience
With the Salesforce integration, you can greet your customers by their name. You can provide them with the best possible service using smart, integrated technologies.
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