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TAKE CONTROL
OF YOUR COMMUNICATIONS

At CT Agency, we understand the importance of effective communication in today’s fast-paced business environment. That’s why we offer 3CX, a state-of-the-art telecommunication solution that reinvents the traditional PBX system for the mobile era.
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Communication On-the-Go

With our 3CX service, your employees can call, message, and meet on-the-go. They can stay connected and communicate effectively with their team members and customers, even when they are out of the office.

World-Class Apps

We provide world-class iOS, Android, Windows, or Web apps. These apps allow your employees to access your company’s communication system from their preferred device, providing a seamless user experience.

Easy Installation, Management, and Scaling

Our 3CX service is easy to install, manage, and scale-up as your business grows. This means that your communication system can easily adapt and grow with your business.

Mobile PBX System

Our 3CX service transforms your business phone system into a mobile-friendly solution. This allows your workforce to answer calls and assist customers around the clock, no matter where they are located. With 3CX, your office is wherever you are.

Remote Workforce Enablement

We provide the tools and technology to remote enable your workforce. Our 3CX service ensures that your team can work from anywhere, at any time, and still have access to your company’s communication system. This is particularly beneficial for businesses with remote teams or those who want to offer flexible working arrangements.

Seamless Integration with Yealink

To ensure the best user experience, our 3CX service is seamlessly integrated with Yealink, a leading provider of enterprise communication and collaboration solutions. Yealink’s high-quality phone systems work perfectly with the 3CX software, providing a reliable and efficient communication solution.

3CX SILVER PARTNER

CT Agency is a reputable telecommunications company that has achieved the status of a Silver Partner with 3CX, a leading provider of software-based phone systems. As a Silver Partner, CT Agency demonstrates expertise in implementing and supporting 3CX solutions for businesses of all sizes.

Salesforce CRM Integration

Using 3CX integrations with CRM’s are seamless  via the 3CX API for CRM.

This integration will enhance your communication processes and streamline customer relationship management (CRM).

Configure Salesforce

  • Log in to Salesforce

    If you already have a Salesforce account, log in. Otherwise, create a developer account.

  • Access Setup

    Click on the gear icon (top right corner) and select “Setup.

  • Create a Connected App

    1. Under “PLATFORM TOOLS,” choose “Apps” > “App Manager.”
    2. Click “New Connected App.”
    3. Provide an app name (e.g., “3CXPBX”) and a contact email.
    4. Enable OAuth settings.
    5. Set the Callback URL to your 3CX management console URL with “/api/oauth2crm” appended (e.g., https://my-pbx.example.com/api/oauth2crm).
    6. Configure permissions as specified in the instructions.
    7. Save the app details and note down the “Consumer Key” and “Consumer Secret.”

Configure 3CX

  • Log in to 3CX Management Console

    Access your 3CX management console

  • Navigate to CRM Integration

    Go to “Settings” > “CRM Integration” > “Server Side” tabear icon (top right corner) and select “Setup.

  • Select SalesforceV2

    Choose “SalesforceV2” from the dropdown list.

  • Enter Salesforce Credentials

    Input the Consumer Key and Consumer Secret obtained from Salesforce

  • Authorize 3CX

    1. Click the “Authorize” button to start the authorization process.
    2. Grant access to 3CX.
    3. The Refresh Token will be displayed.

Configure Call & Chat Journaling:

  • Match Email Addresses

    Ensure that the email address configured for the 3CX extension matches a Salesforce user’s email address

  • Benefits

    1. This step enables logging of external calls and chats in Salesforce.
    2. Features include caller ID to contact name, call and chat journaling, creating new Salesforce contacts from 3CX, and click-to-call functionality.

Remember that this integration provides features like caller ID to contact name, call and chat journaling, creating new Salesforce contacts from 3CX, and click-to-call functionality. Make sure your Salesforce account has REST API enabled and that you follow the steps carefully for a seamless integration!

If you need further assistance or have any other questions, feel free to ask!
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