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3CX + Zenoti integration

Zenoti

Native Template

Identify the guest associated with an incoming 3CX call using Zenoti records.

For salons, spas and medical spas that manage guests in Zenoti: the guest is recognised when they call, new guests are created from 3CX and every call or text is logged.

Highlights

  • Guest record shown before you answer
  • New guests created from the 3CX client
  • Zenoti search from the 3CX dialler
  • Calls, chats and texts logged with no extra step
  • 3CX AI analysis added when enabled

Zenoti is management software for salons, spas, medical spas and fitness centres: guests, appointments, packages and sales. At the front desk the phone rings while one guest is paying and another is waiting for her treatment. Every second counts, and a personal welcome is part of the experience.

With our native template, the caller’s number is looked up in Zenoti while the phone rings. The receptionist sees the guest record before answering: “Hi Julie, are you calling about your Thursday appointment?” She can then open the guest profile in Zenoti without searching for it. A first-time caller can be added as a guest from the 3CX client. When the call ends, the conversation is logged in Zenoti, along with chats and texts.

You upload the template to your 3CX and it connects directly to the Zenoti API. There is nothing else to host.

  • Lookup by phone number or email, with the record displayed
  • Zenoti search from the 3CX dialler
  • Guest creation from the 3CX client
  • Calls, chats and texts logged, with 3CX AI analysis when enabled

Frequently asked questions

How does the template connect to Zenoti?

With a Zenoti API key, directly from your 3CX.

Does our front desk have to change how it works?

No. Staff answer with the 3CX client as usual; the record simply appears before they answer and the call is logged without any extra step. 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 Zenoti inquiry

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

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