Set up Contact Synchronization from Zoho Desk

After integrating Yeastar P-Series PBX System and Zoho Desk, you can enable a one-way contact synchronization to synchronize the Zoho Desk contacts to a specific PBX phonebook.


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


  1. Log in to PBX web portal, go to Integrations > Helpdesk.
  2. On the Zoho Desk integration page, select the checkbox of Synchronize Contacts Automatically.
  3. In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from Zoho Desk:

    • Contacts: The individuals for whom Zoho Desk users provide support, which are stored in the Zoho Desk Customers > Contact module.
    • Accounts: The companies or organizations for which Zoho Desk users provide support, which are stored in the Zoho Desk Customers > Account module.
  4. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synchronized from Zoho Desk.
    Note: The contacts can only be synchronized to an empty phonebook.

  5. Click Save.


On Contacts > Phonebooks, the associated phonebook comes with a label .

When the associated extensions receive an inbound call from or place an outbound call to a Zoho Desk contact, the matched contact information will be synchronized to the phonebook in Yeastar P-Series PBX System automatically.
Note: This is a one-way sync from Zoho Desk to Yeastar P-Series PBX System, therefore the associated phonebook and the synced contacts are read-only.