A call ends in 3CX. Within minutes it is in your CRM.
Connect Zero for 3CX reads completed calls from your 3CX tenant via the Configuration API on a regular schedule. For each completed call the integration reads the call detail (caller, callee, duration, recording URL) along with the AI transcription and sentiment, matches the external number to a CRM contact, attaches the recording and an AI conversation summary to that contact's activity, and triggers any workflow you have configured around new call activity.
3CX call ends
Inbound, outbound, or missed. Caller ID captured.
Connect Zero reads the call
Scheduled sync reads the completed call from the 3CX Configuration API, within minutes.
Contact matched + activity attached
Caller ID matched to CRM contact. Recording + AI summary attached.
Workflow fires
Any configured CRM workflow runs. Pipeline moved, task created.
The boundary between 3CX, Connect Zero, and your CRM
Connect Zero is the bridge. 3CX owns the calls. The CRM owns the contact and the pipeline. Connect Zero stays out of both sides and only handles the moving-records-between-them work.
3CX
- Phone system + call delivery
- Recording capture + storage
- Completed-call data via Configuration API
- Caller ID + duration
Your CRM
- Contact + opportunity records
- Pipeline state + ownership
- Workflow + automation engine
- UI for sales + support
Edge cases the integration handles
Unknown caller ID
New numbers create a placeholder CRM contact prefixed with the number. The rep merges or renames the placeholder later if the number turns into a real lead.
Recording arrives late
Some 3CX configurations attach the recording minutes after the call ends. Connect Zero updates the contact activity in place once the recording URL becomes available.
Retries on a failed write
If your CRM endpoint is briefly unreachable, the integration retries the write with exponential back-off for up to an hour. Nothing is dropped silently.
Multiple matching contacts
If a caller ID matches two contacts (the prospect and an existing customer), the integration logs the call to the most recently active record and flags it for review.
Long calls + transcripts
Calls over thirty minutes get a structured summary (key points, next steps, sentiment) rather than a full transcript dump. Both are available on the contact record.
Missed calls
Logged as a missed-call activity on the matched contact and counted in workflow triggers. Useful for callback-routing automations.
See it running against real calls
The live demo is ungated. Click through inbound, outbound and missed call examples, see how the recording and AI summary attach to the CRM contact after each call.
