Live call delivery. Recording + AI summary. Workflow triggers. Multi-tenant fleet management for team. Each pillar handles one slice of the 3CX-to-CRM problem.
A call ends in 3CX. The webhook fires inside seconds. Connect Zero reads the call payload, matches the external number to a CRM contact, and writes the call activity to that contact within ten seconds end-to-end. Latency is measured at the integration boundary, not promised in a brochure.
From 3CX hangup to CRM activity write, measured. Most calls land in under five seconds.
Three call types covered. Missed calls log as missed activity and count in workflow triggers.
Number normalisation handles international formats, leading zeros, and country code variants.
Every call gets a recording URL and an AI-generated conversation summary attached to the contact's activity. The summary is structured (key points, next steps, sentiment tag) so reps and managers can read the contact's history in under a minute instead of opening recordings one at a time.
3CX recording URL written to the CRM activity. Click to play in place; no separate portal.
Three to five bullet points. Plain English. Generated post-call, written within sixty seconds.
Positive, neutral, or negative. Surfaces in the CRM activity list for fast triage.
Three events fire in your CRM's workflow engine: inbound call, outbound call, missed call. Each carries the call payload as workflow data. One write-back action moves contacts between pipeline stages based on the call type, useful for "no-answer-three-times moves to dormant" or "outbound demo call moves to demo-booked".
Fires when 3CX answers an inbound call. Payload includes caller, duration, queue if applicable.
Fires when a rep dials out. Useful for "first dial attempt today" and SLA workflows.
Fires on missed inbound. Drives callback workflows and SLA breach alerts.
CRM team run dozens of client accounts. Installing Connect Zero for 3CX once per client account would be a chore. The fleet console lets you install across many client accounts at once, set defaults centrally, and override per-client account where it matters. Per-client account billing rolls up to the agency's marketplace meter.
Install across many client accounts in one operation. Each client account picks up its own 3CX tenant credentials at first run.
Set the AI summary template, workflow mapping, and recording retention defaults at the agency level. Override per client account when one customer needs something different.
USD billing through the CRM marketplace meter. Per-client account charges roll up to the agency parent account.
Each pillar is part of the live demo. Click through inbound, outbound and missed examples, see the AI summary write, watch a workflow fire.
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