Use Zoho CRM Integration

This topic shows the usage of the key features that can be achieved after integrating Yeastar P-Series Cloud Edition and Zoho CRM.

Click to Call

Prerequisites
Install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
Procedure
Users can click the detected phone numbers on the Zoho CRM web page, a call is then sent out directly via a PBX extension.

Call Popup

Prerequisites
Keep at least one of the following clients logged in:
  • Linkus Desktop Client
  • Linkus Web Client
    Note: If users close web browser or Linkus Web Client tab, they can NOT receive calls. To avoid this, users can install Chrome extension 'Yeastar Linkus for Google', which allows for the call pop-up browser tab even when web browser is closed.
Procedure
When Zoho users receive / answer an inbound call from a CRM contact, or finish a call with a CRM contact, a new browser tab will automatically be launched to show the CRM contact's information. Additionally, users can manually open the contact's information from the call window during the call.
Note: For more information about the settings, see Set up Call Popup.
Automatic call popup Manual call popup
Note: The pop-up window might be blocked by the browser. In this case, users need to click on the blocked icon at the search bar, allow the pop-up window and website redirection, and then click Done.

Call Journal

After the Zoho CRM integration, all outbound calls, incoming calls, and missing call records will be logged to CRM automatically, which helps users to keep track of every conversation.

Users can log in to the Zoho CRM, go to the Closed Activities section in a contact detail page to view the call logs.

Contact Synchronization

Either inbound calls from Salesforce contacts or outbound calls to the contacts will trigger a CRM contact lookup. If there exists the same number in CRM, the matched Zoho CRM contact will be synchronize to an associated PBX phonebook, and the synchronized contact is read-only.

For more information, see Set up Contact Synchronization from Zoho CRM.

Contact or Lead Creation

A new contact or lead can be created automatically or manually in CRM when the Zoho user receives a call from an unknown number, or when the user makes a call to an unknown number.

For more information, see Set up Lead or Contact Creation for Zoho CRM.