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)

This method is designed for Zoho CRM free edition users, enabling integration with PBX systems. It ensures seamless interconnection and interaction between Zoho CRM and the PBX to support features listed in this guide. When integrating via API, all calls initiated from Zoho CRM must be handled via Linkus UC Clients, which is required for managing specific processes to ensure the proper functioning of all supported telephony features.
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.
Terminologies
The following table lists the terminologies of the Zoho CRM integration.
Term Description
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 for each staff. The staffs can register the extension on a phone or on 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 with 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.

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.
Term Description
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 for each staff. The staffs can register the extension on a phone or on 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 with 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.