Set up Call Journal to Zoho CRM

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

Prerequisites

The Zoho CRM integration is completed.

Procedure

  1. Log in to PBX web portal, go to Integration > CRM.

  2. On the CRM 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 Play Call Recording.

    If enabled, the CRM users who associated with extensions on PBX can directly view and play call recordings stored on the PBX within the CRM system.

    Note: When users click to play call recording in the CRM, the system will request recording file from the PBX. For details on how the CRM platform protects the privacy of recording data, please contact CRM provider.
  5. Click Save.

Result

The Zoho users who associated with extensions on PBX can directly visualize and play recordings in the CRM.