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  1. APPS
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  3. 3CX Odoo Connector | 3CX CRM Integration | Caller ID Screen Popup | Click to Call | Call Journaling | Contact & Lead Auto-Create | VoIP PBX Telephony v 18.0
  4. Sales Conditions FAQ

3CX Odoo Connector | 3CX CRM Integration | Caller ID Screen Popup | Click to Call | Call Journaling | Contact & Lead Auto-Create | VoIP PBX Telephony

by echoBitz IT Solutions Pvt. Ltd. https://www.echobitzit.com
Odoo

$ 149.65

v 18.0 Third Party
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Versions 17.0 18.0 19.0
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Versions 17.0 18.0 19.0
  • Description
  • Manifest
  • License

Odoo 3CX Integration

Connect Odoo with your 3CX Phone System for seamless communication. Automatically log calls, schedule follow-ups for missed calls, and instantly open Odoo contact records on incoming calls.

3CX Integration for Odoo

Key Features

Everything required to align your 3CX communications with your Odoo CRM.

Automatic Call Logging
Chatter Integration
New Feature Hot Feature

Every inbound and outbound 3CX call is automatically logged in the Odoo chatter for the relevant contact. Key details such as call direction, duration, and agent extension are captured instantly.

Instant Contact Recognition
Click-To-Open
Hot Feature

When you receive a call, 3CX Web Client matches the caller ID with your Odoo database. Click the (CRM) link to open the contact's record immediately in Odoo and get the full context before answering.

Missed Call Automation
New Feature

Never lose a lead. Missed calls automatically trigger a scheduled "Planned Activity" in Odoo, reminding the assigned agent to follow up with the contact.

Auto-Create Records
Hot Feature

Calls from unknown numbers can automatically generate a new Contact or Lead record in Odoo, saving your team from manual data entry.

Easy Configuration
New Feature

Generate the integration template directly from Odoo and import it into the 3CX Admin Console in seconds. Map extensions directly to your Odoo users.

Seamless 3CX & Odoo Integration

Built to centralize your communication flow. Connect your VoIP system directly with your CRM to improve sales efficiency, reduce manual entry, and keep accurate records of all customer interactions.

Call Logging
Automatically log all inbound, outbound, and missed calls in the Odoo chatter with full details and agent mapping.
Missed Call Actions
Automatically schedule a follow-up activity for the assigned user whenever a 3CX call is missed.
Click-to-Open
Open the caller's Odoo record instantly from the 3CX Web Client via a server-side CRM integration link.
Auto Record Creation
Easily configure the integration to automatically generate a Contact or Lead for unknown inbound caller IDs.
Tutorials

Watch It in Action

See Odoo 3CX Integration in action. The clip shows the actual Odoo environment and 3CX workflows - no mockups, no fakes.

Featured - Workflow

Odoo 3CX Integration Workflow

See how inbound calls are instantly recognized and automatically logged within the Odoo chatter to keep your team aligned.

Feature Deep Dive

Explore the step-by-step visual workflow and technical specifications.

  • Visual Workflow
  • Releases
  • FAQ
3CX Integration Process

Review the complete workflow for configuring, using, and managing your 3CX Phone System integration within Odoo.

1. Odoo Configuration Settings

Easily configure the 3CX CRM Connection in Odoo by generating an API Key, setting the Odoo Base URL, choosing the Record Type (Contacts or Leads), and mapping 3CX extensions to Odoo users.

Odoo Configuration Settings
2. 3CX Web Client Integration Settings

Enable the CRM Integration within the 3CX Web Client settings by selecting "Open Contact URL using Server Side CRM Integration" to automatically open Odoo contact records.

3CX Web Client Integration Settings
3. Uploading Integration Template

Import the generated custom Odoo CRM integration XML template (eb_3cx_odoo.xml) directly into the 3CX Admin Console with a single click.

Uploading Integration Template
4. CRM Connection Setup

Configure the Odoo API Key and URL in the 3CX Admin Console and easily verify connectivity using the built-in "TEST" button.

CRM Connection Setup
5. Active Call & Contact Recognition

During active calls, the 3CX Web Client automatically identifies contacts from Odoo and displays a clickable "(CRM)" link to instantly open their record in Odoo.

Active Call & Contact Recognition
6. Automatic Call Logging in Chatter

Odoo automatically logs every 3CX call in the contact's Chatter, capturing crucial metadata such as Call Direction, Duration, Agent Extension, and Start Time.

Automatic Call Logging in Chatter
7. Missed Call Activity Scheduling

Never lose a lead. When a call is missed, the module logs it and simultaneously schedules a "Planned Activity" assigned to the responsible Odoo user for quick follow-up.

Missed Call Activity Scheduling
Version 19.0.1.0.0

Stable Odoo 19 release of the 3CX Integration module. Integrates seamless 3CX server connectivity, automatic call logging, missed call activity scheduling, and click-to-open CRM functionality directly from 3CX.

Key Enhancements
  • Automatic real-time call logging in the Odoo chatter.
  • Automatic scheduled activities created for missed calls.
  • Clickable CRM links directly inside the 3CX Web Client.
  • Option to automatically create unknown callers as Contacts or Leads.
  • User extension mapping for accurate call attribution.
Release History
v19.0.1.0.0
Stable release matching Odoo 19 framework specifications. Fully supports 3CX CRM template configurations, automated activity scheduling, and precise call tracking.
Does this require a 3CX PRO/ENT subscription?
Yes, the Server Side CRM integration functionality requires a 3CX PRO or Enterprise edition license.
Does it work with 3CX Web Client?
Yes, it integrates perfectly with the 3CX Web Client, Desktop App, and Mobile App for centralized communication data.
Are calls logged automatically?
Yes, all inbound, outbound, and missed calls are automatically logged in the related contact's Odoo chatter.
Can it create leads instead of contacts?
Yes, you can easily configure the integration in Odoo to automatically create Leads instead of Contacts for unknown callers.
Built for Seamless Communication

Connect Odoo and 3CX Effortlessly,
Directly from the Admin Console

Keep your sales and support teams aligned. Enable automatic call logging and one-click contact access without switching back and forth between applications.

Need Custom VoIP Workflows?

Talk to echoBitz About Your 3CX Integration Strategy

If you need help configuring your 3CX server, mapping extensions, setting up custom call routing, or extending 3CX features into custom Odoo models, our certified engineering team is ready to assist.

Implementation Customization Support
echoBitz QR contact options

Our Services

3CX Integration Setup

We configure your 3CX server, deploy the custom XML template, and ensure seamless connectivity with your Odoo instance.

Odoo Deployment

Deploy custom VoIP modules, configure user mappings, and structure sales and support workflows tailored to your business operations.

Customization

Tailor custom fields, set up automatic call routing rules, connect 3CX to custom models, or design custom call logging logic for your workflow.

Community Apps

Use robust apps and reusable components to expand Odoo faster without rebuilding every feature from zero.

Development Outsourcing

Dedicated Odoo developers for VoIP enhancements, custom field integrations, workflow automation, and long-term system enhancements.

Support & Maintenance

Ongoing support for API updates, CRM synchronizations, and new Odoo releases so your communication system stays reliable.

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View All echoBitz Apps on Odoo App Store

Ready to integrate 3CX with Odoo?

Install the 3CX Integration module and start managing your calls, logging interactions, and automating follow-ups directly from within Odoo.

Get Support Visit Our Website
echoBitz IT Solutions Pvt. Ltd. | Odoo Certified Partner | info@echobitzit.com | www.echobitzit.com
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Calendar (calendar)
Lines of code 1004
Technical Name eb_3cx_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Odoo Proprietary License v1.0

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LGPL, MIT, or proprietary licenses similar to this one).

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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.

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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
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