Quil offers an integration with 3CX. By connecting your 3CX instance, you allow Quil to process recorded meetings and have notes automatically pushed into your Quil records. No more manual uploads.
What is Needed?
Setup for the integration with 3CX requires;
- A 3CX admin account that is able to manage CRM integrations
- A Quil Team ID, Passkey, Base URL and Template File.
Please send an email to support@quil.ai subject line "Request for 3CX Integration" and we will reply with the Team ID, Passkey, Base URL and Template File needed in the following steps. You can use the following email template.
Subject: Request for 3CX Integration
"
Hi,
We are looking to integrate 3CX into our Quil account. Please provide us the required integration items.
"
Setup Steps
Navigate to the CRM Integration Page
To integrate Quil with 3CX's CRM integrations, you must navigate to your 3CX Admin Console -> Integration page.
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3CX only allows one CRM Integration per instance. If you already have a CRM Integration enabled then you will need a custom template. Please reach out to support@quil.ai for instructions.
Adding the Quil CRM Integration Template
Click the "+ Add Template" and upload the Quil.xml that was provided via support@quil.ai.
Use the information provided by support@quil.ai to fill in the details below.
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Please ensure "Add CRM contacts to 3CX company phonebook when a call or message is sent or received" is NOT selected.
Click "Save" to confirm the form.
Clicking "Test" should return a success as shown below.
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How to Use the Integration
After connecting the Quil CRM Integration in 3CX any recorded calls will be send over to Quil for processing.
If the integration is correctly configured, you will see "Quil Recording" when dialling out or receiving an inbound call.
Need Help?
For additional help with setting up or managing the 3CX integration, please contact your Quil representative or reach out to support@quil.ai.