Integrations
3CX and Zoho CRM
3CX connects to Zoho CRM itself, and keeps the connection up to date when Zoho changes. As a call comes in, the caller's name comes up from Zoho, calls and chats are logged on their record, and staff call a number in Zoho with one click. We set up the 3CX side.
What it does in Zoho CRM
Built by 3CX and kept up to date by 3CX when the CRM changes.
Names the caller
An incoming number is looked up in Zoho CRM, and the caller's name shows in 3CX as it rings.
Searches Zoho from 3CX
Find a record by name, number or email from the search in the 3CX Web Client, without switching to Zoho.
Logs calls and chats
Answered, missed, in and out, written to the caller's Zoho record as calls, in wording you set. Chats are kept as tasks or as calls, whichever you prefer.
Adds new callers
When a number is not in Zoho, staff can create a Zoho lead or contact for it from the 3CX app.
Calls with one click
Click a number in Zoho CRM to call it from your own extension, with 3CX's Click2Call extension for Chrome and Edge.
What it needs
3CX Pro or AI
CRM integration is on the Pro or AI edition. Basic does not include it.
Numbers in the +254 form
Zoho matches whole numbers only. Every number in Zoho needs its full international form, and we set 3CX to present callers the same way.
A Zoho user for each person
Calls are logged in the name of the Zoho user whose email matches the person's 3CX extension, so each person who takes calls needs a Zoho login with that email.
Zoho's Projects module
3CX asks for the Projects module to be switched on in your Zoho CRM, with at least one project in it.
Who does what
We set up 3CX
Connected once for your phone system. We connect it, match your people by their email address, test that calls are logged and new callers can be added, show one person the browser extension, and hand it over in 30 minutes.
KES 15,000 once, excl. VAT (16%)
Your Zoho CRM administrator
- Registers 3CX in Zoho's Developer Console as a server-based application, with the addresses we give them, and passes us its client ID and secret.
- Signs in once to let 3CX in, with an ordinary Zoho user account.
- Switches on the Projects module, and saves numbers in the +254 form.
Yours to arrange
Zoho CRM itself and the plan it needs, and a Pro or AI licence for 3CX if you are on another edition. Once it runs, a Business or Premium support plan keeps it working; on Essential or without a plan, a fix is a remote incident.
Which edition Zoho CRM needs
| Capability | Basic | Pro | AI |
|---|---|---|---|
| Zoho CRM integration | Not included | Included | Included |
Questions about 3CX and Zoho CRM
Does 3CX work with Zoho CRM?
Yes. Zoho CRM is one of the integrations 3CX builds and maintains itself, so 3CX updates it when Zoho changes.
Is this the 3CX app in Zoho Marketplace?
Yes. The "3CX for Zoho CRM" listing is published by 3CX and points to the same integration.
Does it go through Zoho PhoneBridge or Zoho Voice?
No. 3CX connects to Zoho CRM's API directly. PhoneBridge and Zoho Voice are Zoho's own telephony, and you need neither of them.
Does it work with Zoho Desk?
This integration is for Zoho CRM. For Zoho Desk, ask us and we check what can connect before you buy.
Why do our numbers need to start with +254?
Zoho matches whole numbers only, so 0722 000 000 in Zoho will not match a call from +254 722 000 000. Saving every number in the +254 form, and having 3CX present callers the same way, is what makes the caller's name come up.
Which Zoho CRM edition do we need?
Standard or above. 3CX's listing in Zoho Marketplace names Standard, Professional, Enterprise, CRM Plus, Ultimate and Zoho One, and not Zoho CRM's free plan.
See it on a real system
A 30-minute session on a live system, walked through in your own terms. No obligation.
We confirm your slot within 24 hours. Prefer to write? Email or message us.