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 | 6061 |
| 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 |
Overview
The 3CX Odoo Connector provides a complete, unified integration between Odoo and your 3CX Phone System, transforming how your business manages voice communications and customer relationships. Outbound calls are executed with a single click using click to call dialers directly within Odoo. When incoming calls are received, live popup notifications instantly display client information on the agent's screen, while calls from unrecognized numbers automatically generate new Contacts, CRM Leads, or Helpdesk Tickets according to your configurations. Every call is logged with details including duration, caller ID, direction, and audio recordings, maintaining a complete voice activity history.
For broader channel communication, the connector synchronizes 3CX Live Chat and SMS transcripts directly into chatter logs using a clean vertical layout. The module also features automated missed call follow ups via WhatsApp, triggering templates to keep customers engaged when an agent is unavailable. The system tracks queue call handling, assigning records to the answering salesperson or cleanly registering missed queue calls without assigning an owner to preserve accurate performance analytics.
Built for advanced business deployments, the connector supports 3CX Enterprise environments with secure API authentication and dynamic user device mapping, ensuring that active user calling devices remain synchronized. It fully supports multi company setups, allowing isolated configurations per company to guarantee strict data protection. Additionally, managers can schedule automated PDF or Excel analytics reports directly to their emails to monitor overall call volumes, talk durations, and individual agent performance metrics.
How the
Connector Works
Bring your communication and business workflows into one unified ecosystem. This connector bridges 3CX and Odoo, enabling seamless, real time collaboration powered by robust APIs.
Call Popup & History
Automatically popup customer details on incoming calls and log calls with call duration and recordings.
Outbound Call Dialing
Trigger outbound calling instantly via Chrome extension or web dialer from any partner card.
Live Chat & SMS
All incoming 3CX live chats and SMS histories sync directly inside Odoo.
Dashboard & Reports
Track communication performance with robust analytics. Monitor total calls, call durations, and individual agent performance inside Odoo dashboards.
Real Time Call Controls
Empower your agents with quick action buttons.
Call & Chat History
Access a complete history of all customer interactions. Every call logs details, recording playbacks, and associated live chat transcripts.
Hot Features
Intelligent Call Handling
Automatically creates records and logs details when receiving calls.
Integrated Live Chat
Syncs 3CX Live Chat transcripts directly into Odoo chatter history.
Activity Scheduling
Auto schedules next action activities for missed calls to prevent lead loss.
3CX User Mapping
Maps Odoo users to their 3CX extension numbers to track ownership.
Data Sync
Continuous sync of call logs, caller details, and talk durations.
Multi Company Support
Fully supports multi company environments with centralized configs.
Click to Call Dialing
Place outbound calls instantly from Odoo leads,tickets or contacts via web dialer or chrome extension.
Intelligent Country Validation
Formats phone numbers automatically and checks country codes to prevent duplicate customer records.
Flexible Destination Routing
Choose dynamically whether incoming calls generate Contacts, CRM Leads, or Helpdesk Tickets.
Enterprise Calling Wizard
Instantly make 3CX calls using enterprise credentials without ever leaving your active CRM sheets.
Audio Recording Playback
Access centralized recording file URLs and download client conversations directly inside Odoo.
Secure Access Control
Ensure authorized personnel only can access sensitive call recording URLs and chat transcripts.
Setup Guide
Everything you need for a seamless integration.
- Navigate to 3CX Connector from the main Odoo menu.
- Navigate to 3CX Connector > Download Template.
- 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.
- Navigate to 3CX Connector > Configuration > Settings.
- 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.
- 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.
- 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.
- Scroll down to 3CX Web Client Configuration.
- Configure your 3CX Web Client URL so that when an incoming call arrives, the button in the notification will redirect to the 3CX Web Client.
- Inside your 3CX Admin Console, navigate to Admin > Users to get extension number.
- Navigate To Settings > User & Companies > Users.
- Assign Extension number from 3cx to Extension Number in user to respective user.
- Inside your 3CX Admin Console > Apps.
- Add the 3CX Chrome Browser Extension to Dial Contact Number Automatically from Odoo Call Button.
- 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 record 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.
- Navigate Odoo > Contacts click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Navigate Odoo > Lead click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- When an incoming call arrives, an Odoo notification popup will appear displaying the caller's information and related Contact, Lead, and Ticket records.
- The DID Number will be visible only if you are using 3CX Enterprise/AI.
- Navigate to 3CX Connector > History > Call History.
- View the complete list of all historic calls including caller details, durations, and call types.
- Each call log displays the Agent Extension, Queue Extension, and all associated Contact, Lead, and Ticket records.
- You can directly download Call Recordings from the list view.
- If the incoming call originates from a live chat, records will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that record.
- If a message is received from the live chat and the person is not in the record, a new record will be created in Odoo.
- Once the chat is completed, it will be automatically logged in the Chatter of the related record, just like calls.
- Easily Navigate to Contact in Odoo from 3CX CRM from Messages.
- Navigate to 3CX Connector > History > Chat History to view all past chat sessions.
- View a specific chat session log displaying the full Transcript of the conversation between the visitor and the agent.
- If you are using Odoo Enterprise and the WhatsApp module is installed, this feature will be visible.
- Enable to send follow up message to your customer.
- A Missed Call WhatsApp template will be automatically created and used to send notifications to callers when a call is missed.
- The Missed Call WhatsApp template message body will be automatically sent to the caller notifying them of the missed call.
- You can customize the message body as per your business requirements.
- The automated Missed Call WhatsApp message is delivered to the customer's WhatsApp as a follow up, engaging customers even when an agent missed the call.
- The visual Odoo Dashboard displays charts for total calls, average talk times, and agent performance at a glance.
- View graphical representations of call traffic patterns, peak hours, and inbound/outbound call statistics.
- Use the filters to view analytics by date range, agent, or call type.
- Analyze agent performance and call trends to make informed business decisions.
- The DID Number will be visible only if you are using 3CX Enterprise/AI.
- Click the Print Report button to export call statistics for a custom date range.
- You can choose the report format as PDF or Excel (XLSX) as per your requirement.
- The formatted PDF report preview displays call statistics per agent, including call durations, call types, and total call counts for the selected date range.
- Navigate to 3CX Connector > Configuration > Settings > Automated Reporting.
- Set up automated reporting schedules to receive call reports on a Weekly, Monthly, Quarterly, or Yearly basis.
- Configure the email recipient list to automatically deliver reports to the desired team members.
- The email notification arrives in the recipient's inbox with the call report attached in PDF or Excel (XLSX) format.
- Navigate to 3CX Connector > Configuration > Settings > Enterprise Configuration and enable the toggle.
- When an incoming call arrives, the Odoo notification popup displays action buttons to Answer, Decline, or Transfer the call directly from Odoo.
- Answer in 3CX : Redirects to the 3CX Web Client from where the agent can directly answer the call.
- Decline : Directly declines the incoming call.
- Transfer : When you want to forward the call to another Agent or Queue, a popup will appear where you can enter the agent extension or queue extension to which you want to forward the call.
- With 3CX Enterprise, you can directly initiate calls from Odoo
- Navigate To Settings > Users & companies > Users.
- Select the user you want to configure , You'll find a 3cx Crm Configuration block in their settings.
- 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.
- Call Initiation Method
- 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.
- Navigate to any Contact, Lead or Ticket record and 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.
- 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.
What features are available in Odoo Community Edition?
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
Is this app compatible with Odoo Community as well as Enterprise?
Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
Do I need a 3CX Enterprise license to use this connector?
Basic features like call logs, click to call, and CRM integration work with the standard 3CX license. However, features like direct call initiation from Odoo require a 3CX Enterprise license.
What additional features are available in Odoo Enterprise Edition?
Odoo Enterprise Edition unlocks Helpdesk Ticket auto creation on incoming calls and WhatsApp Follow up notifications that automatically engage customers when a call is missed.
Can I download call recordings from Odoo?
Yes, call recordings can be directly downloaded from the Call History list view in Odoo.
Is this app compatible with Odoo Community as well as Enterprise?
Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
Is this app compatible with Odoo Online?
No, like most 3rd-party connectors, this app will not work for Odoo Online (SaaS) as it requires custom module installation.
How to contact if there is need of any Customization?
Please contact us on support@creyox.com for any custom workflow requirements.
Do I get free support when I buy these app?
Yes, we give free support when you buy these app for 60 Days.
Do I need to buy all versions separately paying for each version?
Yes, you need to pay different prices of app version wise.
The app i paid for is not working, What should i do?
You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
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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Perfect 3CX-Odoo Integration
Works perfectly! Covers everything we needed with flexible options to create contacts or leads directly from calls.
Re: Perfect 3CX-Odoo Integration
Thanks for the great rating!
Re:
Thanks for the great rating!
Received Great support from team,Thank you!