Set up Contact Synchronization from Zoho CRM

After integrate with Zoho CRM, you can enable a one-way contact synchronization on PBX to sync the Zoho CRM Contacts to a specific PBX phonebook.


The Zoho CRM integration is completed.


  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
  3. In the Synchronize Contacts From drop-down list, select the types of contacts to be synchronized from Zoho CRM.

  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 CRM.
    Note: The contacts can only be synchronized to an empty phonebook.
  5. Click Save.


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

When users receive an inbound call from the specified type of Zoho CRM contact, the contact information will be synchronized to the associated phonebook in Yeastar P-Series PBX System automatically.
  • This is a one-way sync to Yeastar P-Series PBX System, therefore the associated phonebook and the synced contacts are read-only.
  • If the information of synchronized contacts is updated in Zoho CRM, the change will be automatically synchronized to PBX in 30 minutes.