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Sync & Export

Call Sync

Configure how calls are synced from 3CX to your CRM.

What happens when a call comes from a number not in your CRM contacts.

How to find the matching CRM contact for each call.

When on, calls are evaluated but NOT actually sent to your CRM. Useful for testing.

What to include in call notes

Choose what information is sent to your CRM with each call record.

Include the AI-generated call summary in the note (when available).

Include the sentiment score in the note (when available).

Attach the call recording to the contact (when available).

Attach the call transcript to the contact (when available).

Staff call filtering

Control whether calls between internal staff are exported to your CRM.

When a call is between an internal extension and a number matching a known 3CX user or CRM user mobile, the call will not be exported. Internal extension-to-extension calls (no external number) are always excluded.

Call note template

Customise the message format for call notes in your CRM.

Toggle on to customise the note format. Toggle off to use the default.

📞 {direction} Call - {team_member} {sentiment_block} Duration: {duration}{summary_block}