Odoo 3CX CRM Connector | 3CX Phone System Integration with Odoo | Click-to-Call, Call Popup & Call Logging
by Creyox Technologies https://www.creyox.com$ 530.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Calendar (calendar) • Discuss (mail) |
| Lines of code | 2785 |
| Technical Name |
cr_3cx_crm_connector |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Community
Enterprise
Odoo.sh
Odoo 3CX CRM Connector
Overview
The 3CX CRM Odoo Connector enhances customer communication by integrating 3CX's call and live chat functionality directly into Odoo. It enables businesses to manage calls and chats within the platform, streamlining operations and improving customer relationships. Incoming calls from unknown numbers automatically create new records, with all call details including timestamps and duration are logged in the record’s chatter. Missed calls are followed up with scheduled activities to ensure no opportunity is overlooked. Live chat interactions are also supported, with new visitors added as records and their conversations recorded in the chatter. If a call originates from live chat, it is tagged accordingly and linked to the relevant profile.
This module offers additional powerful features such as the ability to create Contacts, Leads, or Tickets simultaneously. It intelligently determines whether to log communication under Contacts, Leads, or Tickets, based on configuration. Activities are automatically assigned to the correct user using their 3CX extension number, while users and their extensions can be managed directly within Odoo. Leads generated through this process are automatically linked to the appropriate salesperson, improving traceability and accountability. With all communication data centrally organized, the connector reduces manual effort, ensures consistency, and boosts team collaboration and customer satisfaction.
For users with a 3CX Enterprise setup, the connector also provides an additional convenience here you can instantly place 3CX calls directly from a Lead, Contact or Ticket using your 3CX credentials. This eliminates the need to switch between platforms, improving workflow efficiency.
Hot Features
Intelligent Call Handling
Integrated Live Chat
Automatic Activity Scheduling
User-Friendly Interface
Centralized Chatter Updates
Seamless Communication
Data Synchronization
Automatic User Generation
Multi-Company Support
Enhanced Customer Interaction History
Call Duration Tracking
Caller and Recipient Information Logging
Call Direction Tracking
(Inbound/Outbound)
(Inbound/Outbound)
Automatic Number Recognition with Country Code Matching
Secure User Authentication and Access Control
Add Journaling to Contact, Lead,
and Ticket
and Ticket
3CX User Mapping with Extension
Numbers
Numbers
Chat & Call Journaling
Flexibility
Flexibility
Contact / Lead / Ticket Creation
Options
Options
Activity Assignment by Extension
Owner
Owner
Direct 3CX Calling from Odoo Leads,
Contacts & Tickets
Contacts & Tickets
Features
Real-Time Response Capture
Missed Call Follow-Up
Call History Logs
User Profile Creation
Flexible Contact, Lead or Ticket Creation Options
Choose Journaling Destination (Contact, Lead, or Ticket)
Live chat & Call Functionality
3CX Extension-Based User Activity Assignment
Automatic Salesperson Mapping Based on Extension
Seamless Multi-Business Compatibility
User-Friendly Setup and Configuration
Intelligent Number Recognition
Authentication and Access Control
Odoo Call Button Redirects to 3CX
Chrome Extension for Enhanced Functionality
Avoid Duplicate Contact Creation via Country Code Validation
Secured URLs for Email and Phone Links
Restrict Public Access to Ensure Authenticated User Actions
Instantly place 3CX calls from Lead, Contact or Ticket using your 3cx credentials
Odoo 3CX CRM Connector
- If you are using Odoo Community Edition , only the Contacts and CRM Leads options will be available for 3CX integration. The Helpdesk Ticket feature will not be visible because the Helpdesk module is not included in the Community edition.
- If you are using Odoo Enterprise Edition, additional features are available. When the Helpdesk module is installed, the Helpdesk Ticket option will also appear in the 3CX configuration.
- You must first install the Helpdesk module in Odoo before installing or configuring the 3CX CRM Connector. Without the Helpdesk module, ticket-related options will not be shown, even in Enterprise edition.
- Navigate to Contacts , There you can find menu for 3CX CRM Configuration.
- After Clicking that menu You will get wizard to generate the Configuration file.
- Use Current Company option ensures that all 3CX-related data is maintained within the current company, based on the configuration settings.
- This is recommended if you are working with a single company or want all 3CX data to remain strictly within the current company.
- When Use Current Company is enabled, all 3CX-related data such as leads, contacts, tickets, and opportunities will be created and assigned to the current company, based on your configuration.
- Odoo will use only the current company’s 3CX settings, and all calls, chats, logs, and activities will remain within this company.
- Click the button Generate & Download to Download the Generated Configuration File.
- Login To Your 3CX CRM Instance.
- Navigate To Admin → Integration → CRM .
- Click on Button Add Template to Add the Downloaded Configuration File.
- Select the checkboxes as shown below to enable Chat and Call Logging.
- If Use Current Company option is not enabled, you must manually select a company.
- Navigate to Settings → 3CX CRM Connector → Company Configuration
- Select the Configuration Source Company from which the 3CX configuration will be applied across all companies.
- This is recommended for multi-company environments, where you want to apply one company’s 3CX configuration to other companies.
- These settings are then applied across all companies, regardless of their individual 3CX configurations.
- When you select a company here, Odoo will use that company’s 3CX configuration as the reference, while leaving all other companies’ configurations untouched.
- Navigate To Settings → User & Companies → Users .
- Assign Extension number from 3cx to Extension Number in user to respective user.
- Navigate to Your 3CX CRM Instance → Apps.
- Add the 3CX Chrome Browser Extension to Dial Contact Number Automatically from Odoo Call Button.
- Navigate Odoo → Contacts click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Navigate To Settings → General Settings → 3CX CRM Connector.
- Incoming Interaction Record Type allows you to choose which type of record should be created in Odoo when incoming or outgoing calls and chats occur.
- For creating contact Select Incoming Interaction Record Type Contact.
- When you receive an incoming call or make outgoing call in 3CX, a new contact is automatically created in Odoo if the number doesn't already exist.
- As soon as the call is answered, you are instantly redirected to the contact form in Odoo.
- On the first call from a new number, the contact will appear with a default name.
- For future calls from the same number, the contact will be recognized, and Odoo will display the updated contact name automatically.
- Verify that call details, including call direction , caller/recipient information , and call duration , are logged in the chatter of the respective contact.
- If you miss the incoming call or outgoing call, a new activity will be created under the contact in Odoo for follow-up.
- If a message is received from the live chat and the person is not in the contacts, a new contact will be created in Odoo.
- Once the chat is completed, it will be logged in the chatter of the contact as shown below.
- If the call originates from a live chat, a contact will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that contact.
- Navigate Odoo → Contacts click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Easily Navigate to Contact in Odoo from 3CX CRM from Messages.
- Navigate To Settings → General Settings → 3CX CRM Connector .
- Incoming Interaction Record Type allows you to choose which type of record should be created in Odoo when incoming or outgoing calls and chats occur.
- For creating Lead Select Incoming Interaction Record Type CRM Lead.
- When Odoo receives a call or chat from 3CX, it normally creates a new record (such as a lead) if no matching record is found.
- If a lead already exists but has been converted into an opportunity, Odoo would usually create a new lead for the incoming interaction.
- When the Check Opportunity Before Lead option is enabled, Odoo will also look for an existing opportunity before creating a new lead.
- If a matching opportunity is found, Odoo will add the call, chat, and missed call logs to that opportunity instead of creating a new lead. This helps avoid duplicate leads and keeps all communication history correctly linked to the existing opportunity.
- When you receive an incoming call or make outgoing call in 3CX, a new Lead is automatically created in Odoo if the number doesn't already exist.
- As soon as the incoming call is answered, you are instantly redirected to the Lead record form in Odoo.
- On the first call from a new number, the Lead will appear with a default name.
- For future calls from the same number, the Lead will be recognized, and Odoo will display the updated Lead name automatically.
- Verify that call details, including call direction , caller/recipient information , and call duration , are logged in the chatter of the respective Lead.
- If the incoming or outgoing call is missed, a new activity will be created under the Lead in Odoo for follow-up.
- If a message is received from the live chat and the person is not in the Lead, a new Lead will be created in Odoo.
- Once the chat is completed, it will be logged in the chatter of the Lead as shown below.
- If the incoming call originates from a live chat, a Lead will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that Lead.
- Navigate Odoo → Lead click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Easily Navigate to Lead in Odoo from 3CX CRM from Messages.
- Navigate To Settings → General Settings → 3CX CRM Connector.
- Incoming Interaction Record Type allows you to choose which type of record should be created in Odoo when incoming or outgoing calls and chats occur.
- For creating Helpdesk Ticket Select Incoming Interaction Record Type Ticket.
- When you receive an incoming call or make outgoing call in 3CX, a new Ticket is automatically created in Odoo if the number doesn't already exist.
- As soon as the incoming call is answered, you are instantly redirected to the Ticket record form in Odoo.
- On the first call from a new number, the Ticket will appear with a default name.
- For future calls from the same number, the Ticket will be recognized, and Odoo will display the updated Ticket name automatically.
- Verify that call details, including call direction , caller/recipient information , and call duration , are logged in the chatter of the respective Ticket.
- If the incoming call or outgoing call is missed, a new activity will be created under the Ticket in Odoo for follow-up.
- If a message is received from the live chat and the person is not in the Ticket, a new Ticket will be created in Odoo.
- Once the chat is completed, it will be logged in the chatter of the Ticket as shown below.
- If the incoming call originates from a live chat, a Ticket will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that Ticket.
- Easily Navigate to Ticket in Odoo from 3CX CRM from Messages.
- Navigate To Settings → General Settings → 3CX CRM Connector.
- Incoming Interaction Record Type allows you to choose which type of record should be created in Odoo when incoming or outgoing calls and chats occur.
- You can select multiple Incoming Interaction Record Types.
- In the Communication Log Model , specify which record (from the selected Incoming Interaction Record Types) should receive the journaling entry when a call or chat is received.
- In Open Record on Incoming Calls , Specify when call is received then automatically which record you want to open among the selected Incoming Interaction Record Types.
- When you receive an incoming call or make outgoing call in 3CX, a new contact or lead or ticket is automatically created in Odoo if the number doesn't already exist.
- As soon as the call is answered, you are instantly redirected to the record form in Odoo.
- On the first call from a new number, the record will appear with a default name.
- For future calls from the same number, the record will be recognized, and Odoo will display the updated record name automatically.
- Verify that call details, including call direction , caller/recipient information , and call duration , are logged in the chatter of the respective record.
- If the incoming call or outgoing call is missed, a new activity will be created under the record in Odoo for follow-up.
- If a message is received from the live chat and the person is not in the records, a new record will be created in Odoo.
- Once the chat is completed, it will be logged in the chatter of the record as shown below.
- If the call originates from a live chat, a record will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that record.
- Navigate Odoo → Contacts click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Easily Navigate to Contact in Odoo from 3CX CRM from Messages.
- Navigate to Settings menu from your main dashboard.
- In General Settings, find the 3cx Crm Connector configuration section.
- Click the Enable Direct call Enterprise Features checkbox if you're using the 3CX CRM Enterprise version.
- After enabling the Enterprise option, you'll see fields to establish the connection. Fill in the following :
- Enter your 3CX CRM server URL.
- Must be reachable from Odoo and include protocol (https://). 3CX Client ID:
- Provide your 3CX client identifier
- Get from: Admin → Integrations → API
- Create or select API application and copy the Client ID. 3CX Client Secret:
- Get from: Admin → Integrations → API
- Open the API application and copy the Client Secret.
-
3CX Server URL:
- Click the Authenticate button to obtain an access token from your 3CX CRM server and verify the connection.
- Navigate To Settings → Users & companies → Users.
- Select the user you want to configure , You'll find a 3cx Crm Configuration block in their settings.
- Click the Get Devices button to fetch all devices associated with the user's extension number.
- Device information is fetched directly from your 3CX system, and this is only available when Enterprise features are enabled and the user’s extension is properly configured. Without these, devices cannot be retrieved from 3CX.
- The retrieved devices will appear in the section below.
- Go to the Default Call Settings section to set up your calling preferences:
-
Default Phone Number Field
-
Choose which phone number field (for example, Phone or Mobile) should be
used by default when initiating a call from Odoo.
- Phone : call the phone number.
- Mobile : call the mobile number.
- This selected field will automatically appear as the default number in the call popup, saving time when placing calls.
- You can still manually switch to another available number directly from the popup if needed.
-
Choose how outgoing calls should be made from Odoo :
- From Extension Number : If an extension number is configured, Odoo will use that extension to place outgoing calls automatically.
- From Specific Device : Select a specific device from the list of devices fetched from your 3CX account to use for making calls.
- This selection acts as a default option to save time, and you can always change it while making a call.
Call Initiation Method
- Navigate to CRM and select any Lead. Here You'll see a Call button available.
- When you click the Call button, a Pop-Up will appear showing your
default options. You can modify these settings for individual calls if
needed:
- Change the number type (phone or mobile)
- Select a different calling method
- Choose an alternate device
- After reviewing or adjusting your settings, click the Call button in the wizard. The call will be initiated to the customer's number based on your selected configuration, connecting directly through your 3CX account from within Odoo.
- You'll find the same Call button with identical functionality in Contact records and Helpdesk Ticket.
- Navigate to Contacts open any contact record. You'll find the same Call button with identical functionality as in CRM Leads.
- The call process works exactly the same way as calling from CRM Lead.
- Navigate to Helpdesk → Tickets open any ticket record. You'll find the same Call button with identical functionality as in Contacts.
- The call process works exactly the same way as calling from contacts, providing a seamless experience across all three modules.
Our Services
- If you are using Odoo Community Edition, the 3CX CRM Connector supports : Contacts and CRM Leads Incoming or outgoing calls and chats from 3CX can create or update Contacts and Leads, and communication logs will be recorded for these records.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- If you are using Odoo Enterprise Edition, you get access to all Community features plus : Helpdesk Tickets (only if the Helpdesk module is installed)
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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