3CX CRM Plugin for Zendesk

Integrating Zendesk to 3CX

3CX CRM Plugin for Zendesk

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 Zendesk because they are designed to easy to use and provide great CRM services. Now you can get all the benefits of Zendesk linked to your 3CX system.

Matthew Orr- founder: VoIPTools LLC

CORE FEATURES

The best solutions for your company

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Priority Queue

This feature (unique to Zendesk Integration) puts priority customers in first on the queues for inbound calls.

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Automatic Screen Pops

Automatically screen pop the account screen in Zendesk from inbound calls matched to the caller ID in the Zendesk 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 Zendesk in order to get the longest possible call into Zendesk while observing the attachment size limit.

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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 Zendesk Interface

Based on the integration’s design we do not take you out of the Zendesk 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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Zendesk Specific engineering

Don't settle for general solutions. 3CX CRM plugin for Zendesk was designed specifically to be used easily in congruence with the Zendesk CRM system.

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More details about the feature

Note: Version 15 of 3CX CRM Plugin for Zendesk does not currently support prompting callers for a ticket number. We must wait for 3CX to release Voice Application Designer (VAD) for 3CX V15.

“Zendesk streamlines your support with time-saving tools like ticket views, triggers, and automations. This helps you get straight to what matters most — better customer service and more meaningful conversations.”

Integration features:


  • Display Screen toast in lower right-hand corder when customers call
    • Show Caller ID and Name from phone company
    • Update Caller ID information from Zendesk if number found
    • Show queue name
    • Show ticket number
    • Auto create ticket button
  • Custom IVR to collect caller’s ticket number
  • Pop Contact
  • Pop Ticket
  • Auto create Contact
  • Auto create Ticket
  • Update tickets on call completion for inbound and outbound calls
    • Attach recordings
    • Call date / time
    • Call duration
  • Click to Call for outbound dialing
  • Transfer tickets between agents

 

  • 3CX Version 12-14 Professional Edition ONLY!
    (Currently limited functionality available in BETA for V15)
  • 3CXPhone for Window (MAC not supported)
  • Zendesk subscription (Professional or above)
  • 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 in a virtual server running on the 3CX server, or on a separate server.

 

Version 15

Version 15.0.84  November 12, 2016

Version 15.0.81  October 4, 2016

 

Version 14

Version 14.0.62  March 11, 2016

Version 14.0.59  Feburary 17, 2016

 

Version 12.5

Version 12.0.45  December 4, 2015

 

Version 12

Version 1.0.37  November 7, 2015

Version 1.0.33  October 12, 2015

Version 1.0.27 September 2, 2015

Version 1.0.22 August 12, 2015

Version 1.0.10  July 4, 2015

Version 1.0.4  June 4, 2015

Version 1.0.1  May 26, 2015