Most companies nowadays use a CRM system in order to manage their contacts efficiently. By integrating your CRM system with your PBX you obtain a number of benefits such as: the ability to launch calls to contacts with a single click, customer records pop-up when an inbound call occurs and all calls are logged in your CRM.
However, not all CRM systems integrate with your PBX out of the box. What happens in such a scenario? With the 3CX Restful API you can integrate your CRM with 3CX in a matter of minutes.
How? Watch the video below and find out.
To add support for a new CRM, you will need the following information. It can usually be found in the CRM documentation, if in doubt you can contact the vendor.
Step 1: Obtain the required information
1. Create an account with opencnam https://www.opencnam.com/register. Used for this example, you can also use another CRM.
2. Authentication Mechanism is Basic and requires the SID and Auth_headers to be concatenated with a : in between – you can see authentication examples and full API documentation in the Developer section of the opencnam website https://www.opencnam.com/developer/documentation example:
auth_header = "Authorization: Basic " + base64_encode(SID + ":" + TOKEN)
cnam = http_get(“https://api.opencnam.com/v3/phone/+16786318356”, headers=[auth_header])
3. REST URL format requires the account_sid and auth_token which you can get from opencnam dashboard Example:
4. URL to query the name belonging to a number +16786318356 would look something like this:
Step 2 – Create a CRM template
For more information about the XML description and how to integrate your CRM check out the below guides:
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