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3CX + ConnectWise
3CX for service desks on ConnectWise PSA
ConnectWise PSA is the system of record for a lot of Australian service providers. Connected to 3CX, callers are matched to companies and contacts, their record opens as the call rings, and calls are logged as activities — so time and history are captured without a technician typing them in.
- Companies and contacts matched on inbound calls
- Calls logged as ConnectWise activities
- Click-to-dial from tickets and contacts
- Native 3CX template, configured by us
What it does
3CX and ConnectWise PSA, call by call
Company and contact lookup
Inbound numbers are matched against ConnectWise contacts and shown on every device with the company name.
Screen pop
The contact or company opens as the call rings; agree the target and we set it — contact, company or the open ticket list.
Activity logging
Calls are logged as activities against the contact with direction, duration and the member who handled them.
Click-to-dial
Dial from tickets, contacts and companies through the browser extension.
Per-member control
Enabled per 3CX user, so the dispatcher and the sales team can be treated differently.
Supported by an MSP
We understand the difference between a service board and a sales activity. The rules are mapped by someone who has run a PSA.
Setup
An API member in ConnectWise with a restricted security role, connected to your 3CX system. We map the lookup, the logging target and the members, then test on a pilot group before switching everyone on.
How it is set up
Four steps, usually inside a day
You keep the keys. We do the mapping, the rollout and the looking-after.
API member
Restricted role in ConnectWise, keys held by you.
Map
Lookup, logging target and members.
Pilot
A small group first, then everyone.
Support
Monitored and maintained by us.
Common questions about the ConnectWise PSA integration
Is this the ConnectWise cloud or on-premises version?
Both are supported. Cloud is quicker to connect; on-premises needs API access exposed to our integration securely, which we set up with you.
Can calls create tickets?
The standard integration logs activities. Creating tickets from calls is possible as scoped work if your workflow needs it.
Still have questions? Talk to a local specialist — no call centre, no scripts. Contact us
HubSpot
Caller ID from HubSpot contacts, calls logged as HubSpot call activities, click-to-dial — without paying for HubSpot calling minutes.
3CX + HubSpotSalesforce
Leads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.
3CX + SalesforceZoho CRM
Contacts and leads matched from Zoho CRM, calls logged to the Calls module, click-to-dial — including Zoho One and Bigin.
3CX + Zoho CRMGet a quote
Ready to connect ConnectWise PSA to 3CX?
Tell us which edition you run and what should happen when the phone rings. We will confirm whether it is a template, middleware or custom work, and quote it.
Prefer to talk?
1300 718 857Monday 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