3CX Zoho CRM integrationSee the caller in Zoho before you answer, and log every call
3CX has a built-in Zoho CRM integration for caller lookup, call and chat journaling, contact creation and click to call. We set it up and extend it with the 3CX and Zoho CRM APIs, so calls land on the right lead, contact or deal, new callers follow your lead rules, and call data fills the fields your reports use.
- 3CX Zoho CRM integration set up, then extended
- Calls and chats journaled on the right Zoho record
- Click to call from Zoho CRM through 3CX
900+ integrations completed · We sign BAAs
- • Inbound call
- • Call from a new number
- • Each call
- • Chats
- • Click to call
Calls logged, but not working for the team
Out of the box, 3CX journals calls on the contact and creates contacts for new numbers the same way every time. Leads, deals, owners and the fields your reports use stay out of it.
What it does
What the 3CX Zoho CRM integration handles
Native integration, extended
We set up the 3CX Zoho CRM integration, from the Zoho Developer Console client to journaling in 3CX, then build what your process needs beyond it.
Caller lookup
Inbound calls look up the caller by number in Zoho CRM, so agents see the name before they answer.
Calls in the Calls module
Each call is journaled as a call record in Zoho CRM, with direction, duration and extension.
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.
Deals and owners
Calls can be tied to the open deal and assigned to the record owner, so follow-up lands with the right person.
Click to call
Agents call from Zoho CRM through the 3CX Click2Call browser extension, and the call is logged on the same record.
Reporting fields
Queue, extension and outcome written to fields Zoho reports can group by.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect 3CX to Zoho CRM.
AimingData that flows
3CX Zoho CRM 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 callJournaled in the Calls module with direction, duration and extension
- ChatsJournaled on the same record as the calls
- Queue and outcomeWritten to reporting fields
- Click to callCalls placed from the record through 3CX
See your own 3CX + Zoho CRM 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 Zoho CRM integration: the hard parts, already solved
Lead or contact
A caller who is already a lead is matched to the lead, not created again as a contact.
Same caller, different formats
Numbers are set to one format before matching, so a caller does not end up on two records.
Internal calls
Calls between extensions can be kept out of Zoho CRM, so records show customer calls only.
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 Zoho CRM 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 Zoho CRM integration is for
- Teams using 3CX for phones and Zoho CRM for leads
- Sales and intake teams that call leads back from Zoho
- Managers who need calls and outcomes in Zoho reports
3CX Zoho CRM integration FAQ
How do you integrate Zoho CRM with 3CX?
3CX has a built-in Zoho CRM integration, set up with a client in the Zoho Developer Console. We set it up and extend it with the 3CX and Zoho CRM APIs.
Where are calls logged in Zoho CRM?
As call records in the Calls module, on the matching lead, contact or deal.
Can agents call from Zoho CRM?
Yes. The 3CX Click2Call browser extension places calls from Zoho CRM through 3CX.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.