The full feature catalogue
What ConnectZero syncs into your CRM
Every feature 3CX ConnectZero ships with on day one, organised by the outcome it enables for your team. Auto call logging, recording attachment, three workflow triggers, and a two-way write-back action.
- Five-minute install per location
- Three workflow triggers, real time
- Two-way write-back included
Six feature categories
- Auto call logging on every 3CX call
- Recording auto-attached to the conversation
- Three real-time workflow triggers
- Update Call Record write-back action
- Multi-PBX, multi-location
- Reliability features for messy PBX moments
Call logging
Every 3CX call lands on the right CRM contact, automatically.
Cut your weekly call-logging from roughly four hours to zero. Inbound, outbound and missed calls all attach to the right contact’s conversation thread shortly after hang-up.
Auto-log
Every 3CX call, the matching contact
Cut your weekly call-logging from roughly four hours to zero. Calls attach to the right contact’s conversation thread shortly after hang-up.
Recording
Audio auto-attached
Click play from inside the CRM. No jumping into the 3CX recording manager to find the file.
Metadata
Direction, duration, timestamp, owner
The full call metadata comes across, so your dashboards reflect actual phone activity, not what people remembered to type up.
Internal
Internal-call filtering
Extension-to-extension calls are skipped by default. Switch them on in Settings if you want them in the contact thread.
Workflow triggers
Three new triggers, fired in real time the moment 3CX events happen.
ConnectZero adds three triggers to your CRM workflow builder. They fire in real time, the moment the underlying call event happens on 3CX. Each one supports the full CRM filter toolkit, so you can scope automations to particular pipelines, tags, or extension owners.
Trigger
call.started
Use it to pop a screen, create a task, or notify a duty manager when a key contact rings in.
Trigger
call.ended
Use it to score the call, send a follow-up SMS, or trigger a post-call survey link.
Trigger
missed-call
Fire your missed-call follow-up automation automatically. Text the caller back, create a task, page a sales rep, whatever your team needs.
Two-way write-back
The Update Call Record action turns logging into a two-way system.
ConnectZero ships with a workflow action that writes back to the call itself: notes, tags, custom field updates, and CRM-side metadata. That turns the integration from one-way logging into a two-way system.
Example uses
- After an AI sentiment-scoring step, tag the call as positive, neutral or negative.
- After a sales playbook step, write the discovered budget into a custom field on the call.
- After a support triage step, set the call's priority and attach a ticket reference.
Multi-PBX, multi-location
One licence per CRM location. Multiple 3CX systems behind it.
Install at sub-account level for a single team, or at agency level to roll out across many sub-accounts. Bind multiple 3CX systems to a single CRM agency account when you are managing several locations, each on its own PBX.
Scope
One licence per CRM location
Install at sub-account level for a single team, or at agency level to roll out across many sub-accounts in one go.
Scale
Multiple PBXes per agency
Bind multiple 3CX systems to a single CRM agency account. Useful when you are managing several locations, each on its own PBX.
Mapping
Per-extension user mapping
By default every 3CX extension maps to its own CRM user. If you want specific extensions bound to specific CRM users, map them in Settings.
Reliability features
The four features that matter when the PBX misbehaves.
Phone systems are not always tidy. Connect Zero handles late-finalising recordings, reissued call IDs after a backup restore, edition differences, and de-duplication, so your CRM call log stays clean even when 3CX has a rough day.
Retry
Late-recording retry
If 3CX has not finalised the audio when the call ends, we retry until it is ready. You do not have to chase missing recordings.
Dedupe
De-duplication on call history ID
The same call never appears twice in your CRM, even if our poller sees it more than once.
Detect
Backup-restore detection
If your 3CX is restored from a backup, reissued call IDs are matched against the original call date and time, so old and new calls cannot collide. Sync keeps running, no manual step on your side.
Edition
Hosted vs self-managed handling
ConnectZero understands the difference between hosted and Express tiers and self-managed deployments, including their respective authentication modes.
Common questions
Four questions teams ask about features.
Quick answers covering scope, filtering, and licensing. If yours is not here, our Adelaide team replies inside a working day.
Can I disable internal-call logging?
Internal calls are off by default. You can turn them on in Settings if you want them logged.
Can workflow triggers be scoped to specific extensions or pipelines?
Yes. Each trigger supports your CRM's full filter toolkit: pipeline, tag, contact source, custom field, the lot.
Is the Update Call Record action included or an add-on?
Included. It is part of the base licence.
Do I need a separate licence per 3CX PBX?
No. One licence per CRM location, and you can attach multiple 3CX PBXes to that location.
Confirm your 3CX licence, then you are ready to install.
If the feature set fits your team, the next gate is your 3CX edition. Most modern deployments qualify with no upgrade needed.
