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3CX + Vincere integration

Vincere

Native Template

Keep 3CX call activity with the recruiting records your team uses in Vincere.

For recruiters working in Vincere: search from the 3CX dialler before you call, the record shown when someone calls back, and every call logged with the 3CX AI summary when enabled.

Highlights

  • Vincere search from the 3CX dialler before you call
  • Candidate or contact record shown on call-backs
  • Records created from the 3CX client
  • Activity logged after every call, chat or text
  • 3CX AI transcript and summary when enabled

Vincere is a CRM and ATS for recruitment agencies: candidates, contacts, companies and jobs. A recruiter spends the day on the phone in it: screens in the morning, interview follow-ups in the afternoon, and call-backs arriving at any time in between. Every minute spent documenting a call is a minute taken from the next one.

Our native template takes care of that documentation. Before dialling, the recruiter searches for the candidate or contact in Vincere from the 3CX dialler. When someone calls back, their number or email is looked up while the phone rings and the record appears before the call is answered. If an unknown candidate calls after seeing an ad, their record can be created from the 3CX client. After the call, the activity is logged in Vincere, with the 3CX AI transcript and summary when that feature is enabled.

You upload the template to your 3CX and it connects directly to the Vincere API. There is no service to host.

  • Candidates and contacts
  • Vincere search from the 3CX dialler
  • Lookup by phone number or email, with the record displayed
  • Record creation from the 3CX client
  • Calls, chats and texts logged

Frequently asked questions

How is Vincere authorised?

With OAuth 2.0, using a Vincere account from your agency.

Does the AI summary replace our notes?

It adds to them. When AI analysis is enabled in your 3CX, the transcript, summary, sentiment and recording link are added to the activity, and your recruiters can still add their own notes. 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 Vincere inquiry

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

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