Zoho CRM Integration Overview

Yeastar P-Series Cloud Edition 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 Cloud Edition. This topic is intended to provide you with the requirements, key features, and terminologies related with the integration.


  • Zoho CRM editions: 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.

Key features

The integration of Yeastar P-Series Cloud Edition with Zoho CRM 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 an inbound call from 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.


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

Table 1.
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.