Introduction 3CX provides integration with Salesforce via the 3CX API for CRM. The configuration is done server-side, in an easy and straightforward way. This integration provides these benefits to users of 3CX and Salesforce: Contact Synchronization – Inbound calls from external numbers trigger a contact lookup in your CRM, and contact details are […]
Microsoft 365 Integration
Introduction Setup Microsoft integration to sync users, enable SSO and contact/calendar sync depending on Microsoft subscription and 3CX Edition Standard Edition integration Sync user accounts from Microsoft 365 or Azure Active Directory (Local Active Directory synced to the cloud) Enable SSO so users can use their Microsoft Account to login […]
Zendesk CRM Integration – Server Side
Introduction 3CX provides integration with Zendesk via the 3CX API for CRM. The configuration is done server-side, in an easy and straightforward way. This integration provides these benefits to users of 3CX and Zendesk: Contact Synchronization – Inbound calls from external numbers trigger a contact lookup in your CRM, and contact details are […]
Hubspot CRM Integration – Server-side
Introduction 3CX provides integration with Hubspot via easy and straightforward server-side configuration with the 3CX API for CRM. The integration provides many benefits to users of 3CX and Hubspot, including: Contact Synchronization – inbound calls from external numbers trigger a CRM contact lookup to add to 3CX Contacts and automatically show […]
Integrating a CRM with the 3CX API
Introduction 3CX includes built-in server-side CRM integration via the 3CX API. To match caller IDs to customers when 3CX receives an inbound call, it queries the CRM system to look up the customer name. If found, the contact is added in 3CX Contacts, the caller name is displayed in the […]
When and How Can I Switch Off STUN Resolution?
STUN resolution is necessary for the PBX to understand what it’s public IP Address is, and what port mappings are in effect for Media (to attempt NAT traversal when port forwarding is not implemented). STUN resolution may be disabled when: No External entities are in use (no bridges, voip providers, extensions) […]
What is a STUN server?
A STUN (Session Traversal of User Datagram Protocol [UDP] Through Network Address Translators [NATs]) server allows NAT clients (i.e. IP Phones behind a firewall) to set up phone calls to a VoIP provider hosted outside of the local network. The STUN server allows clients to find out their public address, […]
Microdium Cloud Backup Getting Started
Microdium Cloud Backup is a browser based backup service running on the AWS platform using AWS S3 storage in user selected data centers in the US, Canada, EU, UK and Australia. We also take periodic “backups of the backups” from S3 to AWS Glacier for an added layer of security. […]
Difference between WhatsApp, WhatsApp Business, and WhatsApp Business API
The use of WhatsApp for both personal and business purposes is widespread and growing. The business sector is already seeing the common use of WhatsApp among financial advisers, asset managers, wealth managers, bankers, traders, and others, and it already enjoys their loyalty and that of their clients. Many financial services […]
Installing 3CX Phone System on a Hyper-V VM
When running Microsoft Hyper-V, it is important to have the following settings configured on the 3CX Virtual Machine (VM) for optimal performance. General Settings Configuring a Static MAC address It is very important for licensing that the MAC address of the hosted VM is a constant value. To set a static MAC address […]