Set up Automatic Contact or Account Creation for Zoho Desk

After integrating Yeastar P-Series Cloud Edition with Zoho Desk, you can enable automatic contact or account creation. This feature helps Zoho Desk users build their contacts database, ensuring that all contacts are captured when unknown calls are received or placed in Zoho Desk.

Prerequisites

You have integrated Yeastar P-Series Cloud Edition with Zoho Desk.

Procedure

  1. Log in to PBX web portal, go to Integrations > Helpdesk.
  2. On the Zoho Desk integration page, select the checkbox of Create New Contact Automatically.
  3. In the The Type of Call to Create Contact drop-down list, select the desired call type(s).

    • Inbound: Inbound call from an unknown number that doesn't match a Contact or Account already in the Zoho Desk.
    • Outbound: Outbound call to an unknown number that doesn't match a Contact or Account already in the Zoho Desk.
  4. In the Type of Contact to Create drop-down list, select the type of contacts to be created.

    • Contacts: Save the unknown number as a Contact.
    • Accounts: Save the unknown number as an Account.
  5. Click Save.

Result

  • When a call is placed to an unknown number or a call is received from an unknown number, a new contact or account will be created in Zoho Desk.
    Note: The name of an auto-created contact or account has a prefix of Automatic New Contact or Automatic New Account, followed by the phone number.

  • If the Contact Synchronization feature is enabled, the new created contact or account will also be synchronized to the associated phonebook in Yeastar P-Series Cloud Edition.