3CX Salesforce integrationKnow who is calling, and keep every call on the record
3CX has a built-in Salesforce integration for caller lookup, call journaling, contact creation and click to call. We set it up and extend it with the 3CX and Salesforce APIs, so calls land on a custom call activity object that holds long notes, new callers follow your lead rules, and call data reaches your reports.
- 3CX Salesforce integration set up, then extended
- Calls saved to a custom call activity object that holds long text
- Click to call from Salesforce through 3CX
900+ integrations completed · Salesforce partner · We sign BAAs
- • Inbound call
- • Call from a new number
- • Each call
- • Notes and summaries
- • Click to call
Calls journaled, but not where reports can use them
Out of the box, 3CX journals calls as short call records on the contact. Long notes and summaries do not fit, new callers are created the same way every time, and reports cannot tell which calls led to deals.
What it does
What the 3CX Salesforce integration handles
Native integration, extended
We set up the 3CX Salesforce integration, with caller lookup, journaling and click to call, then build what your process needs beyond it.
Calls to a call activity object
Each call is also saved to a custom activity object built for calls, so long notes, AI call summaries and transcripts fit. Salesforce Tasks cannot hold that much text.
Caller lookup
Inbound calls look up the caller by number, so agents see the name before they answer.
Lead rules for new callers
A call from a new number creates a lead or a contact under the rules you choose, with lead source and owner applied.
Click to call
Agents call from Salesforce through the 3CX Click2Call browser extension, and the call is logged on the same record.
Reporting fields
Direction, duration, extension, queue and outcome written to fields on the call record, so reports can group by them.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect 3CX to Salesforce.
AimingData that flows
3CX Salesforce integration: both directions, field by field
- Inbound callCaller looked up by number
- Call from a new numberCreates a lead or contact under your rules
- Each callDirection, duration, extension and outcome on the call activity object
- Notes and summariesSaved in long text fields on the call
- ChatsJournaled on the same record as the calls
- Click to callCalls placed from the record through 3CX
See your own 3CX + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
3CX Salesforce integration: the hard parts, already solved
Person Accounts
3CX does not support orgs with Person Accounts turned on. We check your org first and build the matching through the API where needed.
API access
The integration needs the Salesforce REST API turned on. We confirm your edition before setup.
Same caller, different formats
Numbers are set to one format before matching, so a caller does not end up on two records.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the 3CX Salesforce integration goes live
- 1
Book a free call
We look at how calls reach your team today, which queues and agents take them, and what your team needs to see on the record.
- 2
Mapping
Which records calls match or create, which fields carry over, and where calls, notes and recordings are logged, agreed first.
- 3
Set up and test
The native integration set up or the API build done, then tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if your numbers, queues or process change.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the 3CX Salesforce integration is for
- Teams using 3CX for phones and Salesforce for leads
- Sales and intake teams that call leads back from Salesforce
- Managers who need calls and outcomes in Salesforce reports
3CX Salesforce integration FAQ
Does 3CX connect to Salesforce out of the box?
Yes. 3CX has a Salesforce integration for caller lookup, call journaling, contact creation and click to call. We set it up and build the pieces it does not cover.
Where do the calls go in Salesforce?
To a custom call activity object, so long notes, AI call summaries and transcripts fit. Tasks and Events cannot hold long text.
Do we need a special Salesforce edition?
The 3CX integration needs the Salesforce REST API, and it does not support Person Accounts. We check your org before setup.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.