3CX CRM Odoo Integration
The 3CX CRM Odoo Connector makes it easy for businesses to handle calls and chats in Odoo. It automatically adds new contacts for incoming calls, records call details and sets follow-up tasks for missed calls. Automating these tasks saves time, avoids mistakes, and helps teams work better together while keeping all communication in one place for smoother operations and happier customers.
Features
- You can generate the CRM Template XML File for 3CX.
- You can implements all capabilities of 3CX CRM Template.
- Call Logs will be added to the contact's Chatter.
- You can take Missed Call Follow-Ups.
- Automatically open contact URL when CRM integration is enabled.
- Please Contact Us at support@softhealer.com to request demo.
Go to user settings and enable the 3cx configuration boolean.
You can see the 3cx configuration menu in the contacts. Click on menu will open a popup to download xml file.
Go to the admin console in 3cx and click on integration.
On integration select open contact URL using server side CRM integration option.
Select CRM from integration tab. Click on add template button.
By clicking on add template button it will open a popup to select downloaded .xml file.
After Adding template enable both "Add CRM contacts to 3CX phonebook" and "Call Journaling" options.
When a new contact calls in 3CX, only their number will be displayed.
Once you click to answer, a new tab with the Odoo URL will open, and the number will be added to the contact. Only the number will be added; other details will need to be filled in manually.
Whenever the call ends it will auto-add the below details in the chatter
Subject
Date
Call type
Agent Name
Agent phone
Version 18.0.1 | Released on : 5th June 2025
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install additional libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 365 days.
- No, We do not provide any kind of exchange.