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Evolute I.T. Inc. Search

3CX + Loxo integration

Loxo

Hosted Connector

Identify candidates calling through 3CX using the information in Loxo.

For recruiters working in Loxo: the person is recognised when they call, search happens from 3CX, and every call, chat or text is logged on their record, with 3CX AI analysis when enabled.

Highlights

  • Person’s record shown before you answer
  • Loxo search from the 3CX dialler
  • Records created from the 3CX client
  • Calls, chats and texts in Loxo activity
  • 3CX AI analysis added when enabled

Loxo brings applicant tracking, client management and sourcing together in a single recruiting platform. A recruiter’s day in it happens mostly on the phone: screens, interview follow-ups, offers. Every call that isn’t logged is information the rest of the team loses.

Our hosted connector links 3CX to Loxo. When a candidate calls back about a role, the recruiter sees their record before answering and knows where they stand in the process. To reach someone, the recruiter searches Loxo from the 3CX dialler. If the caller is unknown, a record can be created from the 3CX client without switching screens. When the conversation ends, the call, chat or text is added to the person’s activity.

  • Lookup by phone number or email
  • Loxo search from the 3CX dialler
  • Record creation from the 3CX client
  • Calls, chats and texts logged when the conversation ends
  • Transcript, summary, sentiment and recording link added when 3CX AI analysis is enabled

Frequently asked questions

How does the connector access Loxo?

With an API key from your Loxo account, stored in the connector we host.

Do we have a server to maintain?

No. Connector hosting, monitoring, backups, updates and maintenance are included. You need 3CX V20 Pro or AI with CRM integration enabled.

Features

  • Caller lookup

    Identify the caller and display their record on incoming and outgoing calls.

    Yes
  • Email lookup

    Find contacts by email address for live chat and email conversations.

    Yes
  • Contact search

    Search your CRM from the 3CX dialler and contacts page.

    Yes
  • Create contact

    Create a CRM record straight from the 3CX client.

    Yes
  • Call logging

    Every call is logged in the CRM when it ends.

    Yes
  • Chat and SMS logging

    Chat conversations and SMS are logged when they close.

    Yes
  • 3CX AI analysis

    When 3CX AI analysis is enabled, the transcript, summary, sentiment and recording link are added to the logged activity.

    Yes

Your Loxo inquiry

Request a demo or a quote, or send us your questions.

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