API and webhooks
Your developers subscribe to call, SMS, voicemail and agent events and use the API to read records or trigger actions.
Integration by design
Your phone system should write to the software you already trust.
Every call, message, transcript and AI summary is data your business can use, but only if it lands where your team works. 3CTel syncs conversation data to CRMs, helpdesks, practice and broker systems, ERPs, calendars, spreadsheets and data warehouses.
- Calls, messages, transcripts and summaries to your CRM
- API and webhooks, automation platform or custom connector
- Matching, de-duplication and consent fields agreed up front
Example
Inbox+ New
AllCallsMessagesMeetingsVoicemails
- Incoming call+1 (416) 555-0198 · CustomerNew9:41
- AI receptionistUnderstands intent9:40
- Smart routingMatching to the best team9:38
- ConnectedSales team · Ext. 20100:189:37
- New messageProduct inquiry9:35
Sync to any system keeps 3CTel conversation data aligned with the software a business already runs. Calls, messages, recordings, transcripts, AI summaries and contact details flow to CRMs, helpdesks, EHR and practice management, broker management systems, ERPs, calendars, spreadsheets and data warehouses. Connections are delivered via API and webhooks, an automation platform, scheduled exports or a custom connector, scoped during planning and confirmed before activation.
What can be synced
| Data | Direction | Typical destination |
|---|---|---|
| Call events (answer, end, missed, transfer) | 3CTel to your system | CRM activity, helpdesk ticket, data warehouse |
| Call recordings and links | 3CTel to your system | CRM record, document store, retention archive |
| Transcripts and AI summaries | 3CTel to your system | CRM note, ticket body, practice or broker file |
| SMS and chat threads | Both directions | CRM timeline, helpdesk inbox |
| Intent tags, sentiment and keyword flags | 3CTel to your system | CRM field, reporting table |
| Contact details | Both directions | CRM, EHR, broker system, ERP customer master |
| Bookings and callbacks | Both directions | Calendar, practice scheduler, CRM meeting |
| Click-to-call and screen-pop | Your system to 3CTel | CRM, helpdesk, custom app |
APIs, Webhooks & Automations
Connect calls, texts and voicemail to the software you already run — by webhook, API or an automation platform.
Learn more: APIs, Webhooks & AutomationsConversation Intelligence
Every call summarized, searchable and turned into next steps — without anyone typing notes.
Learn more: Conversation IntelligenceCall Analytics
See what your phone traffic is actually doing — and staff for it.
Learn more: Call AnalyticsThree ways to connect
Customers commonly run CRMs such as HubSpot, Salesforce, GoHighLevel, Zoho or Pipedrive, helpdesks, EHR and practice management software, broker management systems, ERPs and shared calendars. The path is chosen during planning based on what the system exposes and what your team can maintain, and availability is confirmed before activation.
Automation platform
A no-code automation platform receives 3CTel events and maps them into common applications without writing code.
Custom connector
Built during planning for systems with no standard path, such as an EHR, a broker management system or an ERP. Tested on sample data and confirmed before activation.
HubSpot
Call, voicemail and SMS activity logged to HubSpot contacts and deals.
Learn more: HubSpotSalesforce
Screen-pop, click-to-call and call logging against Salesforce records.
Learn more: SalesforceGoHighLevel
Call and SMS events pushed into GoHighLevel pipelines and automations.
Learn more: GoHighLevelKeeping data accurate
A sync is only useful if the data is right. The rules that keep it right are agreed before anything is switched on.
- Matching rules: how a caller is matched to a record, by number, email or account ID, and what happens with more than one match.
- De-duplication: whether an unmatched caller creates a record or a review task, and how near-duplicates are merged.
- Consent fields: where SMS, recording and marketing consent are stored, and which system is the source of truth.
- Retention: how long recordings, transcripts and summaries stay in each system.
- Field ownership: which system may overwrite which field, so stale data never replaces fresh data.
- Audit: every write carries the conversation and rule that produced it.
Privacy of call data
What the phone service processes, who can see it, and how retention and deletion are handled.
Learn more: Privacy of call dataCall recording
When recording helps, how callers and staff are informed, and how access and retention are set.
Learn more: Call recordingCustomer service
The phone workflow behind a support desk that answers, follows up and improves.
Learn more: Customer serviceAI agents that act on synced data
Sync in one direction makes reporting possible. Sync in both directions lets AI agents work. When 3CTel can read your CRM, the AI Receptionist greets a known caller by name and the status agent answers a question about an order or file. When it can write, the workflow agent creates the contact, logs the call with a summary, opens the ticket, schedules the callback and drafts the follow-up, each under the approval mode you set.
The same matching and ownership rules govern the agents. No confident match means a review task, not a duplicate. A change to an existing field asks for approval when the rules say so. Every action lands in an audit trail with the conversation that caused it.
AI Workflows
After-call and after-message automation: AI reads the conversation, then does the CRM, helpdesk and calendar work — with approval rules you set.
Learn more: AI WorkflowsAI at 3CTel
AI agents, messaging, workflows, answers and insight on one phone system, with a person always available.
Learn more: AI at 3CTelAI Receptionist
Answers, understands and books — in English and French.
Learn more: AI ReceptionistSetup
Inventory
A specialist lists the systems you run, who owns each, and which data moves where.
Choose the path
API and webhooks, automation platform, scheduled export or custom connector, chosen per system and confirmed before activation.
Agree the rules
Matching, de-duplication, consent fields, retention and field ownership are written down and approved.
Test on sample data
The sync runs against a test number and a test record in your system so you can inspect every write.
Activate and review
The connection goes live and the first weeks of writes are reviewed together. Nothing is billed before activation.
Questions about syncing conversation data
Can 3CTel sync to a CRM that is not on the integrations list?
Usually, yes. If the CRM exposes an API or is supported by an automation platform, it is connected through one of those paths. If it exposes neither, a custom connector is scoped during planning. In every case the system is confirmed as available before activation.
Does syncing require developers on our side?
Not necessarily. An automation platform path needs no code and a custom connector is built during planning. The API and webhooks path is for businesses with developers who prefer to own the integration. The choice is made per system based on what you can maintain.
What happens to recordings and transcripts in the other system?
They are stored according to the retention rule agreed for that system, with access limited to the roles set with you. Canadian law generally requires that callers be informed that a call is recorded, and the announcement is configured with you before recordings are synced anywhere.
Can data flow from our system back into the phone system?
Yes. Contact details, bookings and consent flags can flow both ways so agents greet known callers, respect preferences and book into the right calendar. Click-to-call and screen-pop from your CRM or helpdesk use the same connection. Direction is defined per data type during planning.
APIs, Webhooks & Automations
Connect calls, texts and voicemail to the software you already run — by webhook, API or an automation platform.
Learn more: APIs, Webhooks & AutomationsConversation Intelligence
Every call summarized, searchable and turned into next steps — without anyone typing notes.
Learn more: Conversation IntelligenceRelated pages.
APIs, Webhooks & Automations
Connect calls, texts and voicemail to the software you already run — by webhook, API or an automation platform.
Learn more: APIs, Webhooks & AutomationsAI Workflows
After-call and after-message automation: AI reads the conversation, then does the CRM, helpdesk and calendar work — with approval rules you set.
Learn more: AI WorkflowsConversation Intelligence
Every call summarized, searchable and turned into next steps — without anyone typing notes.
Learn more: Conversation IntelligenceCustom deployments
Hybrid, private, multi-site or regulated: a phone system designed around your constraints, not a plan.
Learn more: Custom deploymentsCall recording
Capturing and storing business calls for training, quality review and record-keeping.
Learn more: Call recordingFrequently asked questions.
Events over webhooks and automation platforms are delivered as they happen, and API reads are on demand, so a CRM note or ticket appears shortly after a call ends. Scheduled exports run at the interval you choose for reporting and warehouse loads. The mix is chosen per data type during planning.
Businesses run CRMs such as HubSpot, Salesforce, GoHighLevel, Zoho and Pipedrive, along with helpdesks, EHR and practice management, broker management systems, ERPs, calendars, spreadsheets and data warehouses. These are examples of software customers use, not partnerships. Each connection is scoped individually and confirmed before activation.
Matching rules decide how a caller is matched to a record, and de-duplication rules decide whether an unmatched caller creates a record or a review task. Field ownership stops one system overwriting fresher data in another. All of it is agreed before the sync is activated.
Only the roles you set, in each system. Access roles are configured during planning, retention is agreed per system, and the privacy page describes how 3CTel handles conversation data. Every write is traceable to the conversation and rule that produced it.
Yes. Many businesses connect the CRM first, then the helpdesk or calendar, then reporting exports to a spreadsheet or warehouse. Each addition follows the same inventory, path, rules, test and activation steps, and the earlier connections keep running unchanged while the new one is tested.
Tell us what software your team lives in.
List the systems you run and what you wish the phone system wrote into them. A specialist will pick the connection path for each, write the rules and quote it.