Set up Contact Synchronization from Zoho CRM
After integrate with Zoho CRM, you can enable a one-way contact synchronization on PBX to sync the Zoho CRM Contacts to a specific PBX phonebook.
Prerequisites
The Zoho CRM integration is completed.
Procedure
- Log in to PBX web portal, go to .
- On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
- In the Synchronize Contacts From drop-down list, select the types of contacts to be synchronized from Zoho CRM.
- In the Synchronize to Phonebook drop-down list, select an
existing empty phonebook or create a new phonebook to store the contacts that
will be synchronized from Zoho CRM.Note: The contacts can only be synchronized to an empty phonebook.
- Click Save.
Result
On
When users receive an inbound call from the specified type of Zoho CRM contact, the contact information will be synchronized to the associated phonebook in , the associated phonebook comes with a label of .Yeastar P-Series Cloud Edition automatically.Note:
- This is a one-way sync to Yeastar P-Series Cloud Edition, therefore the associated phonebook and the synced contacts are read-only.
- If the information of synchronized contacts is updated in Zoho CRM, the change will be automatically synchronized to PBX in 30 minutes.
Troubleshooting: Why did PBX fail to
synchronize
the existing contacts in Zoho CRM?