Integrate Yeastar P-Series PBX System with Zoho CRM via PhoneBridge

This topic describes how to integrate Yeastar P-Series PBX System with Zoho CRM via PhoneBridge.

Requirements

PBX Server
  • Plan: Yeastar P-Series Enterprise Plan (EP) or Ultimate Plan (UP)
  • Firmware: Version 37.16.0.70or later
Zoho CRM
  • CRM Edition: Standard, Professional, Enterprise, or Ultimate edition
  • CRM Plus
Note: The integration is ONLY supported for Zoho CRM application, and is NOT supported for other related Zoho applications, such as Zoho Mail, Zoho Recruit, etc.

Prerequisites

Procedure

Step 1. Install Yeastar App from Zoho Telephony Marketplace

  1. Log in to your Zoho account with administrative privilege, go to Setup > Channels > Telephony.
  2. On the Telephony MarketPlace page, search for Yeastar.

  3. Select the app, then click Install.

  4. In the pop-up window, choose Zoho users to associate with PBX extensions, then click Install.

    Note: Only activated users with permission for Zoho PhoneBridge can be associated with PBX. You can go to Setup > Security Control > Profiles to view or edit profile permissions as needed.

    The Yeastar App is successfully installed.
    Note: If you want to change the Zoho users allowed for accessing integration features, go to the Yeastar App and clicking on Modify.

Step 2. Authenticate the integration on Yeastar PBX

Important: During this step, please DO NOT log out of your Zoho account.

  1. Log in to PBX web portal, go to Integrations > CRM > Zoho, then select Zoho Paid Edition.

  2. On Zoho integration page, complete the following settings.

    1. In the Settings section, do as follows:

      • Homepage URL: Confirm the FQDN of your PBX.
      • Account Server Address: Select the Zoho Data Center URL corresponding to the region where your account is registered.
    2. Click Save.

  3. On the authorization page, review the access to be granted to the App, then click Accept.

    The system will automatically complete the authentication process. Once finished, a window pops up to indicate the authentication result, as shown below.

Step 3. Associate extensions with Zoho Users

  1. On the CRM integration page, click beside Zoho User to obtain the latest Zoho CRM user list.

  2. Associate Zoho users with PBX extensions.
    Associate automatically
    If users bind the same email address to their Zoho accounts and PBX extensions, you can implement automatic association of their Zoho accounts and PBX extensions.
    1. Click Associate Automatically.
    2. In the pop-up window, click OK.
    3. Click Save.
    Associate manually
    If users bind different email addresses to their Zoho account and PBX extension, you need to manually associate users' Zoho account and PBX extension.
    1. In the Extension drop-down list beside the Zoho user, select the desired user's PBX extension.
    2. Click Save.

Result

  • The integration of Yeastar P-Series PBX System and Zoho CRM is set up.
  • The associated Zoho users can make or receive calls with their PBX extensions.

What to do next