For sales and support teams
Automate 3CX Call Logging in Your CRM with ConnectZero
If you are a sales or support team running 3CX phones and a CRM, but you are still typing call notes by hand, your CRM provider can fix this in about five minutes.
- Five-minute install on your provider's side
- Recordings attach to the contact
- No PBX change required
What changes for your team on day one
- Every 3CX call lands on the matching contact, seconds after hang-up.
- Recordings play back from inside the contact record.
- Missed-call workflow triggers fire for real follow-up.
- The next person picking up the contact hears what happened last.
What changes for your team on day one
Four things your team stops doing the day this turns on.
1. Notes
Stop typing up call summaries
Every 3CX call lands on the matching contact’s conversation by itself, seconds after hang-up. Your team writes notes about what was discussed, not about the call itself.
2. Recordings
Recordings in context
Listen back from inside the contact’s record, without opening the PBX. Anyone with access to the contact can hear what happened.
3. Missed calls
Follow-up that actually fires
Your existing workflow automations get a new missed-call trigger to act on. The contact knows you called back, automatically.
4. Hand-offs
Context that travels
The next person who picks up the contact can hear what happened on the last call. No more re-asking the same questions.
Time you will get back
The hours you spend logging calls add up faster than you think.
We have measured this with our own customers. A team of five doing roughly 30 outbound calls a day, logging them by hand, spends 15 to 20 minutes per person per day on call notes. About an hour and a quarter per person per week. Across five people, that is roughly six hours a week.
ConnectZero takes that to zero. Your team’s notes go on the contact, not on the call summary. The call itself carries its own audit trail.
How to get your CRM provider to enable it
One short email, and your provider takes it from there.
Your CRM provider manages your CRM whitelabel. They can install 3CX ConnectZero from their marketplace and provision it into your account in about five minutes. You do not need any change on the 3CX side beyond what your team already runs day to day.
Forward them the message on the right. It includes a link to this site so they can read the integration page before they click Install.
Draft message
Subject: Please enable 3CX ConnectZero on our sub-account
Hi,
Can you please install 3CX ConnectZero from the marketplace and enable it on our sub-account? It is a 3CX-to-CRM integration from Auswide IT in Adelaide. Five-minute install on your side.
Their page is at https://connectzero.app/3cx-crm/.
Thanks.
What you need on the 3CX side
Three boxes for your 3CX administrator to tick.
Before your CRM provider installs ConnectZero, your team needs these in place on 3CX. Your 3CX administrator or installer can check in a minute. Full detail lives on the 3CX licence requirements page.
Version
3CX v18 or newer
API access enabled. v20 or newer is recommended because it opens up native transcription on attached recordings, handled inside your CRM rather than by us.
API user
A dedicated 3CX API user
With Recording Manager and Reports User roles, or System Administrator. A dedicated user means we can be rotated independently without touching anyone else’s access.
Recording
Call recording switched on
For the extensions whose calls you want synced. ConnectZero only attaches recordings that 3CX has actually captured; recording stays your team’s policy decision.
Team questions
The four questions sales and support teams ask first.
Will this slow down our phone system?
No. ConnectZero reads call data after the call ends. It does not sit in the call path, so it cannot affect call quality or routing.
Can our managers listen back to call recordings?
Yes. Recordings attach to the contact's call entry in the CRM. Anyone with access to the contact can play the recording back, subject to your CRM permissions.
What about calls we have already made, do those come across?
Only calls placed after install will sync. If you need historical calls imported, your CRM provider can talk to Auswide about a bulk-import option.
Will we still need to type case notes?
Yes. ConnectZero handles the call itself: when, with whom, recording attached. The case notes about what was actually discussed still belong to your team. Your case notes will be shorter, because the call audit trail is already there.
Get the email to your CRM provider drafted
One click opens a prefilled mail with the install request and a link to this page. If you would rather have us talk to your CRM provider directly, book a call.
