Zoho Desk Integration Overview

Yeastar P-Series Cloud Edition supports to integrate with Zoho Desk platform, so as to combine phone system with customer support service. The integration allows Zoho Desk users to quickly get customers' profile and history call details on Zoho Desk while dealing with customer phone calls using their PBX extensions; it can also implement automatic ticket creation based on customer phone calls, so as to streamline the workflow of Zoho Desk users. This topic describes the requirements, key features, and terminologies related with the integration.

presented with the customer details and quick reference to the history of tickets raised for the customer


Zoho Desk
  • Edition: Free, Standard, Professional, or Enterprise
PBX server
  • Plan: Enterprise Plan (EP) or Ultimate Plan (UP)
  • Firmware: Version or later

Key features

The integration of Yeastar P-Series Cloud Edition and Zoho Desk provides the following key features:

Click to Call
Users can launch calls by a single click on the detected numbers from Zoho Desk 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 an inbound call from a Zoho Desk contact.
Call Journal
All the call activities get logged automatically to Zoho Desk when a user ends calls with Zoho Desk contacts.
Contact Synchronization
Synchronize Zoho Desk contacts to an associated PBX phonebook when a user receives calls from, or places calls to a Zoho Desk contact.
Automatic Contact or Account Creation
A new contact or account will automatically be created in Zoho Desk for unknown inbound calls or outbound calls.
Automatic Ticket Creation
A new ticket will automatically be created in Zoho Desk for inbound calls or outbound calls.


The following table lists the terminologies of the Zoho Desk integration.

Table 1.
Term Description
Zoho Desk administrator An admin-level support user, including the super admin.
Zoho Desk user The regular support users that are assigned tickets and interact with customers as needed to resolve support issues.
PBX extension The extension number for Zoho Desk user. The users can register the extension on a phone or on Linkus Clients, and use the extension to make and receive calls.
Ticket Tickets are the support issues that are raised by customers and need to be resolved.
Contact Contacts, also known as end users, are individuals or customers who raise support tickets in Zoho Desk.

Account is a company or an organization to which the contacts belong.