3CX CRM Plugin for AutoTask

Connecting AutoTask to your 3CX system

3CX CRM Plugin for AutoTask

This 3CX Phone integration provides screen pops, auto ticket creation, attaching recordings to contacts, priority routing for VIP customers and much more.

We love the products created at AutoTask because they are designed to be easy to use and provide great CRM services. Now you can get all the benefits of AutoTask linked to your 3CX system.

Matthew Orr- founder: VoIPTools LLC

CORE FEATURES

The best solutions for your company

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Automatic Screen Pops

Automatically screen pop the account screen in Autoask from inbound calls matched to the caller ID in the Autotask database to non-technical support options of the auto attendant (Sales, Customer Services, etc.)

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Live Links Recording

All outbound calls established via Live Links will be recorded and attached to Account, Contact, or Ticket records as internal notes.

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MP3 Formating

All recordings are compressed and converted to MP3 prior to being uploaded to Autotask in order to get the longest possible call into Autotask while observing the attachment size limit.

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Live Links

Live Links have been established to create the ability to click-to-call any phone number from the Account, Contact, or Ticket records from 3CX Phone for Windows (which can be either in Softphone or CTI Mode).

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BVoIP plugin compatable

All inbound calls to any queue listed in the BVoIP plugin will take a recording of the call and attach it as an internal note to either the Account, Contact, or Ticket associated.

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Maintains Autotask Interface

Based on the integration’s design we do not take you out of the Autotask interface so that your staff will feel comfortable using the views that you are familar with.

Some of the benefits

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Increase Efficiency

Massively increase efficiency for your organization by scheduling as many notifications or alarms as you want.

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Save Money

Don't waste money on expensive software and hardware! Leverage your existing 3CX infrastructure and VoIPTools!

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AutoTask Specific engineering

Dont settle for general solutions. 3CX CRM plugin for AutoTask was designed specifically to be used easily in congruence with the Autotask CRM system.

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More details about the feature

Key Integration Features:

  • Automatically screen pop the account screen in Autoask from inbound calls matched to the caller ID in the Autotask database to non-technical support options of the auto attendant (Sales, Customer Services, etc.)
  • Automatically screen pop and create a new ticket in Autoask from inbound calls matched to the caller id in the Autotask database when the new ticket option of technical support menu of the auto attendant is selected.
  • Automatically screen pop the existing ticket inAutoask that is entered by the caller when the existing ticket option of technical support menu of the auto attendant is selected.
    • If the caller selects this option and does not know the ticket number they can press * which will send the call to the support queue and then the system will screen pop the account screen under the service tab. You can then select the correct ticket and then when the call ends you will get pop up box asking for the ticket number you were on to attack the call recording.
  • All inbound calls to any queue listed in the BVoIP plugin will take a recording of the call and attach it as an internal note to either the Account, Contact, or Ticket associated.
  • Live Links have been established to create the ability to click-to-call any phone number from the Account, Contact, or Ticket records from 3CX Phone for Windows (which can be either in Softphone or CTI Mode).
  • All outbound calls established via Live Links will be recorded and attached to Account, Contact, or Ticket records as internal notes.
  • All recordings are compressed and converted to MP3 prior to being uploaded to Autotask in order to get the longest possible call into Autotask while observing the attachment size limit.
  • Based on the integration’s design we do not take you out of the Autotask interface so that your staff will feel comfortable using the views that you are familar with.

  • 3CX Version 12-14 Professional Edition ONLY!
  • 3CXPhone for Window (MAC not supported)
  • Microsoft SQL Server 2008 and above (Including the free Express edition)
  • Internet Information Server IIS version 7 and above (for administrative web portal)
  • Microsoft .Net 4.5

Note: while our applications can happily co-exist on the same 3CX server, 3CX prefers that no applications be installed on the 3CX server. This includes anti-virus, SQL Server, or any other application. For this reason we recommend you install our applications on a virtual server running on the 3CX server, or on a separate server.

Version 14

Version 14.0.70  September 21, 2016
Version 12.5

Version 12.5.70  September 21, 2016

Version 12

Version 12.0.70  September 21, 2016

Version 12.0.68  June 14, 2016

Version 12.0.65  April 27, 2016

Version 1.1.57  March 8, 2016

Version 1.1.53  January 20, 2016

Version 1.1.46  December 9, 2015

Version 1.1.38  August 15, 2015

Version 1.1.36  November 4, 2014

Version 1.1.33  October 2, 2014

Version 1.0.18  September 10, 2014

Version 1.0.10  August 18, 2014

  • Initial Public Release