Zoho CRM Integration Overview
Yeastar P-Series PBX System supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Yeastar provides 2 flexible options, with integration settings and features available determined by your Zoho CRM edition. This topic is intended to provide you with the requirements, key features, and terminologies related with the integrations.
CRM API integration (Zoho Free Edition)
- Requirements
-
Item Requirement Zoho CRM Free, Standard, Professional, Enterprise, or Ultimate edition Note: The integration is ONLY supported for Zoho CRM application, and is NOT supported for other related Zoho applications, such as Zoho One, Zoho Mail, Zoho Recruit, etc.PBX Server - Plan: Yeastar P-Series Enterprise Plan (EP) or Ultimate Plan (UP)
- Firmware: Version 37.4.0.17 or later
- Key features
- The integration of Yeastar P-Series PBX System with Zoho CRM via API
provides the following key features:
- Click to Call: Users can launch calls by a single click
on the detected numbers from Zoho CRM via Yeastar Linkus Web Client.Note: This feature requires users to install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
- Call Popup: Automatically bring up the contact's profile on the web browser when users (with their Linkus Web Client or Linkus Desktop Client logged in) receive / answer an inbound call from a CRM contact, or finish a call with a CRM contact.
- Call Journal: All the call activities get logged automatically to Zoho CRM when a user ends calls with CRM contacts.
- Contact Synchronization: Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from Zoho CRM contacts.
- Automatic Contact or Lead Creation: A new contact or lead will automatically be created in CRM for unknown inbound calls or outbound calls.
- Click to Call: Users can launch calls by a single click
on the detected numbers from Zoho CRM via Yeastar Linkus Web Client.
- Terminologies
- The following table lists the terminologies of the Zoho CRM integration.
PhoneBridge integration (Zoho Paid Edition)
This method is designed for Zoho CRM paid edition users, utilizing Zoho PhoneBridge to integrate with Yeastar P-Series PBX System. It ensures seamless interaction between Zoho CRM and the PBX, enabling all the features outlined in this guide. All user operations are managed directly within the Zoho interface, eliminating the need to switch to third-party platforms. This integration offers an intuitive and unified user experience.
- Requirements
-
Item Requirement 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.PBX Server - Plan: Yeastar P-Series Enterprise Plan (EP) or Ultimate Plan (UP)
- Firmware: Version 37.16.0.70 or later
- Key features
- The integration of Yeastar P-Series PBX System with Zoho CRM via
PhoneBridge provides the following key features:
- Click to Call: Users can launch calls directly with the call button on Zoho CRM interface, without having to jump to other platforms.
- Call Popup: Automatically bring up the contact's profile on the web browser when users receive / an swer an inbound call from a CRM contact, or finish a call with a CRM contact.
- Call Journal: All the call activities get logged automatically to Zoho CRM when a user ends calls with CRM contacts.
- Contact Synchronization: Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from Zoho CRM contacts.
- Automatic Contact or Lead Creation: A new contact or lead will automatically be created in CRM for unknown in bound calls or outbound calls.
- Play Call Recording: Zoho users can see and play recordings stored in the PBX from corresponding call log in Zoho interface.
- Terminologies
- The following table lists the terminologies of the Zoho CRM integration.