Integrate Yeastar P-Series PBX System with Zoho CRM

This topic introduces how to integrate Yeastar P-Series PBX System with Zoho CRM.

Prerequisites

Procedure

Step 1. Get PBX authentication information

Step 2. Register the PBX with Zoho CRM

Step 3. Make authorization request to Zoho CRM

Step 4. Associate Zoho CRM users with PBX extensions

Step 1. Get the PBX authentication information

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

  2. In Network section, select the URL from the Homepage URL drop-down list.
    Note: The Homepage URL is the web page URL of your PBX, Zoho CRM will communicate with the PBX with the selected URL.

    A redirect URI according to the selected Homepage URL is automatically generated in the Authorized Redirect URI field.

  3. Take note of the Homepage URL and the redirect URI as you will use them later on Zoho CRM.

Step 2. Register the PBX with Zoho CRM

  1. Log in to the Zoho API Console, click GET STARTED.

  2. On the Choose a Client Type page, select Server-based Applications.

  3. On the Create New Client page, enter the PBX information to register as a Zoho CRM client.

    • Client Name: Set a client name.
    • Homepage URL: Paste the PBX Homepage URL.
    • Authorized Redirect URI: Paste the PBX authorized redirect URI.
  4. Click CREATE.

    A Client ID and a Client Secret are generated.

  5. Take note of the Client ID and Client Secret, as you will need them later.

Step 3. Make Authorization Request to Zoho CRM

  1. Go back to the CRM integration page on the PBX web portal.
  2. In Authorization section, fill in the following API authorization information.

    • Account Server Address: Enter the CRM Account Server URL.
      Note: The default URL https://accounts.zoho.com applies in many cases, but you may need to change it. For example, if your CRM account is based in Europe, you need change the value to https://accounts.zoho.eu.
    • Zoho CRM Address: Enter the Zoho CRM URL.
      Note: The default URL https://crm.zoho.com applies in many cases, but you may need to change it. For example, if your CRM account is based in Europe, you need change the value to https://crm.zoho.eu.
    • Client ID: Paste the Zoho API Client ID.

    • Client Secret: Paste the Zoho API Client secret.

  3. Click Save.

    A new browser page will be launched to request for Zoho CRM data access permission.

  4. Click Accept to allow the PBX to access data in your Zoho account.

    If the authorization succeeds, the web page will display "Authorization succeeded!".

  5. Go back to the PBX configuration page, a pop-up window also displays the authorization result. Click OK to confirm.

    The Status field will display Connected, indicating that the Zoho CRM integration is successfully set up.

Step 4. Associate Zoho CRM users with PBX extensions

  1. On the CRM integration page, click besides Zoho User to synchronize Zoho CRM users.
  2. Associate the Zoho users with PBX extensions.
    Associate automatically
    1. Click the Associate Automatically button.
    2. On the pop-up window, Click OK.
    3. Click Save.

      The Zoho users and PBX extensions that share the same email address will be matched and associated with each other automatically.

    Associate manually
    If a user binds different email addresses to his or her Zoho account and PBX extension, you need to manually associate the user's Zoho User account and PBX extension.
    1. In the Extension drop-down list beside the Zoho user, select the user's PBX extension.
    2. Click Save.
Note: If users in the organization have been changed, click to refresh the Zoho user list, and re-assign extensions.

Result

Once integration is enabled by the Zoho administrator, the integration is activated for all users.

What to do next