3CXevery call, attributed
Connect your 3CX v20 PBX in minutes. Canopy matches each call to a salesperson and customer in real time, powering your Sales dashboard — without ever storing a recording.
How it connects
A standard 3CX server-side CRM integration — set it once and it runs itself.
01.Import the CRM template
Download the Canopy 3CX template and add it in 3CX → Admin → Integrations → CRM as a Server-side integration.
02.Paste the URL & secret
Copy your unique Canopy webhook URL and secret into the template's two fields, then turn on 'Report calls to CRM'.
03.Map reps to extensions
Match each salesperson to their 3CX extension under Settings → Performance, so calls land against the right person.
// Canopy Webhook URL
https://••••.convex.site/3cx/crm
What you get
Turn raw call activity into clear answers about your sales team.
Real-time call attribution
Each inbound and outbound call is matched to the salesperson and the customer the moment 3CX reports it — no imports, no polling.
Sales dashboard stats
Call volume, talk time and answered vs missed flow straight into per-rep reporting alongside your Autotask data.
Customer matching
Numbers are matched to Autotask contacts and companies via a nightly phone index, so calls are tied to the right account.
Stats only — privacy first
Canopy stores call metadata only. Recordings and transcripts are never sent to or stored by us.
See what your phones are really doing
Connect 3CX in minutes and start attributing calls today. No credit card required.