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Integrations

Your phone system, inside the software you already run

A call should arrive with the customer's record already open, be dialled from the screen you are looking at, and log itself when it ends. We connect 3CX to the CRM, help desk, practice or job-management system your team lives in — using 3CX's own integration templates where they exist and our own middleware where they do not.

Browse 69+ integrations Ask about yours

What an integration does

Six things that happen when the phone rings

Every platform is different, but this is the shape of it. Which of the six apply depends on the platform and on what you want logged.

Know who is calling

The caller's name and company on the handset, the mobile app and the desktop — matched from your CRM before you answer.

Screen pop

The contact, lead or ticket opens in your browser as the call rings, so the conversation starts with context instead of "can I get your name?".

Click-to-dial

Every phone number in the CRM becomes a button. No copying digits into a handset, no misdials.

Calls log themselves

Inbound, outbound, missed — logged against the right record with direction, duration and who took it.

New callers become records

An unknown number can create a contact or lead on the spot, so nothing is lost to a sticky note.

Missed calls become follow-ups

A missed call can raise a task or ticket for someone to ring back, instead of a voicemail nobody checks.

Featured

The platforms we connect most

Full library

HubSpot

Caller ID from HubSpot contacts, calls logged as HubSpot call activities, click-to-dial — without paying for HubSpot calling minutes.

3CX + HubSpot

Salesforce

Leads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.

3CX + Salesforce

Zoho CRM

Contacts and leads matched from Zoho CRM, calls logged to the Calls module, click-to-dial — including Zoho One and Bigin.

3CX + Zoho CRM

Microsoft Dynamics 365

Contacts, accounts and leads matched from Dynamics 365 Sales or Customer Service, calls logged as phone call activities.

3CX + Microsoft Dynamics 365

Microsoft 365 & Teams

Entra ID sign-on, user provisioning, Outlook contacts, calendar-based status and Teams direct routing.

3CX + Microsoft 365 & Teams

ServiceTitan

ServiceTitan tracking numbers delivered over SIP to your 3CX, so calls are answered on your phones with ServiceTitan's booking screen in front of you.

3CX + ServiceTitan

HaloPSA

Caller matched to client and user, ticket screen-pop, calls logged as ticket actions, click-to-dial from Halo — we run our own help desk on it.

3CX + HaloPSA

ConnectWise PSA

Company and contact lookup from ConnectWise PSA, calls logged as activities or ticket notes, click-to-dial.

3CX + ConnectWise PSA

Freshdesk

Contacts matched from Freshdesk, tickets pop for known callers, calls logged against tickets.

3CX + Freshdesk

Zendesk

Users matched from Zendesk, tickets pop for known callers, calls logged as tickets or comments.

3CX + Zendesk

Pipedrive

People and organisations matched from Pipedrive, calls logged as activities on the deal, click-to-dial.

3CX + Pipedrive

Cliniko

Patients identified from Cliniko as the phone rings, without writing anything into the clinical record.

3CX + Cliniko

How we do it

Templates, middleware, or built for you

We tell you which one your platform is before we quote — and whether it is worth doing at all.

Native 3CX templates

3CX ships integration templates for the big platforms — HubSpot, Salesforce, Zoho, Dynamics 365, Freshdesk, Zendesk, ConnectWise and more. We configure, test and support them.

Our own middleware

For platforms without a template, or where the template does not do enough, we build the connection ourselves on our own infrastructure. If it has an API, we can usually integrate it.

Custom work, quoted honestly

Unusual workflow? Tell us what should happen when the phone rings. We scope it, quote it and build it — and we tell you up front if it is not worth doing.

The library

69 platforms and counting

Not here? It is probably still possible. Anything with an API can usually be connected — ask us.

CRM & sales

HubSpotCaller ID from HubSpot contacts, calls logged as HubSpot call activities, click-to-dial — without paying for HubSpot calling minutes.Dedicated page
SalesforceLeads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.Dedicated page
Zoho CRMContacts and leads matched from Zoho CRM, calls logged to the Calls module, click-to-dial — including Zoho One and Bigin.Dedicated page
PipedrivePeople and organisations matched from Pipedrive, calls logged as activities on the deal, click-to-dial.Dedicated page
Zoho BiginSame connection as Zoho CRM, for the simpler pipeline product.
Bitrix24Native 3CX template — leads and contacts matched, calls logged.
VtigerNative 3CX template — contacts and leads, call logging.
FreshsalesNative 3CX template — contacts, leads and call activities.
amoCRM / KommoNative 3CX template — leads and contacts.
NutshellNative 3CX template — people and companies, call logging.
Capsule CRMPeople and organisations matched, calls logged as notes.
CopperPeople and leads matched, calls logged as activities.
InsightlyContacts and leads matched, calls logged.
KeapContacts matched, calls logged as notes.
CloseLeads and contacts matched, calls logged.
ActiveCampaignContacts and deals matched, calls logged as notes.
Agile CRMContacts matched, calls logged.
OdooPartners and leads matched, calls logged as activities.
NimbleContacts matched, calls logged.
StreakBoxes and contacts matched from the Gmail CRM.
Less Annoying CRMContacts matched, calls logged as notes.
HighLevelContacts matched, calls logged.
monday.comItems matched by phone column, calls logged as updates.
AirtableRecords matched by phone field, calls logged as records.
noCRMLeads matched, calls logged.
Prospect CRMContacts matched, calls logged.
ClientaryClients matched, calls logged.
ScoroContacts and companies matched, calls logged.
Method CRMContacts matched, calls logged.
FlowluContacts matched, calls logged.
TeamGateContacts matched, calls logged.
RagicRecords matched by phone field.
QuickbaseRecords matched by phone field.

Help desk & PSA

HaloPSACaller matched to client and user, ticket screen-pop, calls logged as ticket actions, click-to-dial from Halo — we run our own help desk on it.Dedicated page
ConnectWise PSACompany and contact lookup from ConnectWise PSA, calls logged as activities or ticket notes, click-to-dial.Dedicated page
FreshdeskContacts matched from Freshdesk, tickets pop for known callers, calls logged against tickets.Dedicated page
ZendeskUsers matched from Zendesk, tickets pop for known callers, calls logged as tickets or comments.Dedicated page
Zoho DeskTickets pop for known callers, calls logged as ticket activity.
FrontContacts matched, calls logged to the conversation.
IntercomUsers and leads matched, calls logged.
ZammadUsers matched, calls logged as tickets.
Autotask PSACompanies and contacts matched, calls logged as notes.

Trades & field service

ServiceTitanServiceTitan tracking numbers delivered over SIP to your 3CX, so calls are answered on your phones with ServiceTitan's booking screen in front of you.Dedicated page
ServiceM8Clients matched, calls logged against jobs.
FergusCustomers matched, calls logged.
JobberClients matched, calls logged.
WorkflowMaxClients matched, calls logged.

Health & allied health

ClinikoPatients identified from Cliniko as the phone rings, without writing anything into the clinical record.Dedicated page
HotDocPatient identification alongside HotDoc bookings.
CliniceaPatients matched as calls ring.
Covetrus AscendVeterinary clients matched as calls ring.

Legal

ActionstepContacts and matters matched, calls logged as file notes.
SmokeballContacts and matters matched, calls logged.
ClioContacts and matters matched, calls logged as communications.
LEAPCards and matters matched, calls logged.

Recruitment & HR

JobAdderCandidates and contacts matched, calls logged as notes.
Recruit WizardCandidates matched, calls logged.
Employment HeroEmployees matched for internal directories.

Real estate

AgentboxContacts matched, calls logged.

Accounting & ERP

XeroContacts matched from Xero, calls logged as notes.
NetSuiteCustomers and contacts matched, calls logged.
Sage X3Customers matched from the ERP.

Microsoft

Marketing, membership & everything else

MailchimpAudience members matched as calls ring.
Kit (ConvertKit)Subscribers matched as calls ring.
iMISMembers matched for associations and member bodies.
GoodDayContacts matched, calls logged.
Webhook / any APIRing, answer, hang up and missed-call events pushed to any endpoint. If it has an API, ask.

Frequently asked questions

Does our CRM work with 3CX?

Probably. 3CX has native templates for the big platforms, we have our own middleware for the rest, and anything with an API can usually be connected. Send us the name and we will tell you which category it is in and what it costs.

We use two systems — a CRM for sales and a help desk for support. Can both be connected?

Yes. Integrations are configured per user, so sales can log to the CRM while support logs to the help desk, on the same phone system.

What does an integration cost?

Native 3CX templates are included with a managed phone system — we configure and support them as part of the service. Middleware and custom integrations are quoted as a fixed piece of work up front, and we will tell you if the workflow is not worth building.

What data does the integration have access to?

Only what it needs — the fields used to match a phone number to a record and to write a call log. Keys are created in your platform with least-privilege scopes, held by you, and can be revoked at any time. Nothing is copied to a third party.

What happens when the CRM vendor changes its API?

We fix it. Integrations we deploy are monitored, and vendor changes are our problem to notice and resolve — usually before you see a broken screen pop.

Still have questions? Talk to a local specialist — no call centre, no scripts. Contact us

Get a quote

Tell us what should happen when the phone rings

Name the software and describe the workflow. We will tell you whether it is a template, a middleware job or custom work — and what it costs.

Prefer to talk?

1300 718 857

Monday to Friday, 8:30am – 5:30pm ACST. 24/7 support for managed customers. Existing customer with a fault? Go to support.

Written, itemised quote within one business day
No obligation — we will say if you should stay put
Titanium 3CX Partner, one of six in Australia