The 3CX app integrates 3CX phone system with Zendesk, enabling automatic contact synchronization, automatic call pop-ups in the Web Client, and call logging as tickets. Users can automatically identify incoming callers through Zendesk contact lookup, create new contacts from unknown numbers, and initiate calls directly from Zendesk tickets using the 3CX Browser Extension.
Vendor Description
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 Zendesk, and contact details are added to 3CX Contacts. This way, the caller name is automatically shown in your phone display when you receive the call.
Call Pop-ups - When using the 3CX Web Client, the customer record is brought up to you automatically when you receive an inbound call.
Call Journals - Calls are logged as tickets in Zendesk.
Create a new contact automatically when a call is received from an unknown number.
Click to Call - Launch calls straight from Zendesk via 3CX, using the 3CX Browser Extension.
This guide takes you through the steps required to setup your Zendesk account with 3CX.
Installation
3CX Server Side Configuration
Login to the 3CX management console > Settings > CRM Integration > Server Side tab.
Select Zendesk from the dropdown list.
Enter Email, Password and Domain part - for example, if your Zendesk URL is https://abc.zendesk.com then your domain part is 'abc'.
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