Set up Call Journal to Zoho Desk

After the integration, you can set up call journal to automatically log all the call activities to Zoho Desk when an associated user ends calls with Helpdesk contacts.

Prerequisites

You have integrated Yeastar P-Series PBX System with Zoho Desk.

Procedure

  1. Log in to PBX web portal, go to Integrations > Helpdesk.
  2. On the Helpdesk integration page, turn on Call Journal.
  3. Configure the following call log information according to your needs.

    • Subject: The subject of the call log.
    • Description: The description of the call log.
    Note: The contents can be composed of variables. For the supported variables, see XML Descriptions for Integration Template - Call Journal Scenario Variables.
  4. Optional: Select the checkbox of Disable Display Missed Call Records in Unanswered Agents as needed.

    If enabled, for queue and ring group calls, the PBX will only synchronize the call logs to the Zoho Desk of the agent who answers the call, while missed call logs for the same call are not synchronized to the Zoho Desk of agents who did not answer.

  5. Click Save.

Result

When the associated users ends a call with a Helpdesk contact, the PBX will automatically synchronize the call log to Helpdesk with the pre-defined subject and description.