Zoho CRM Integration Overview

Zoho CRM is a full-featured customer relationship management (CRM) system. The integration of Yeastar P-Series PBX System with Zoho CRM can bring great advantages of the company that will help boost sales and improve business relationships. This topic gives an overview of the integration and describes terminologies of Zoho CRM to help you better understand the integration.

Requirements

  • Zoho editions: Free, Standard, Professional, Enterprise, or Ultimate edition
  • PBX server
    • Firmware: Version 37.4.0.17 or later
    • Plan: Yeastar P-Series Enterprise Plan (EP) or Ultimate Plan (UP)

Key features

The Zoho CRM integration provides the following key features:

Click to Call
Coordinated with the 'Yeastar Linkus for Google' Chrome extension, users can launch calls by a single click on the phone numbers from Zoho CRM via Yeastar Linkus Web Client or Desktop Client.
Call Popup
Auto bring up the contact's profile on the web browser when the user receives an inbound call from CRM contacts. This allows users to quickly access to the previous interactions and customer demographics of the caller and get more prepared to answer the call.
Call Journal
All the call activities get logged automatically to Zoho CRM when the user ends calls with CRM contacts, which helps users track conversations easier than ever.
Contact Synchronization
Synchronize your CRM contacts to an associated PBX phonebook when receiving inbound calls from Zoho CRM contacts. After that, the caller name is automatically shown on the Linkus clients or IP phone when receiving the call.
Automatic Contact Creation
A new contact or lead will automatically be created in CRM for unknown inbound calls or outbound calls.

Terminologies

Zoho Administrator
The master that can access all the data and manage all the users in Zoho CRM, such as CEO, senior executive, senior administrator, etc.
Zoho User
The corporate staff who can only access specific data based on assigned permissions (roles), such as sales manager, FAE, etc.
PBX Extension
The extension number to each staff. The staffs can register the extension on a phone or log in to the Linkus clients, and use the extension to make and receive calls.
Zoho Account
The companies or departments within a company with which you have business dealings. Single or multiple contacts can be associated to an account.
Zoho Contact
The people in an organization with whom your company has business communications in pursuit of business opportunities.
Zoho Lead
Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from various campaigns.