Use Zoho Desk Integration

This topic shows the usage of the key features that can be achieved after integrating Yeastar P-Series Software Edition with Zoho Desk.

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 on any detected number on the Zoho Desk 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 Desk users receive / answer an inbound call from a Zoho Desk contact, or finish a call with a Zoho Desk contact, a new browser tab will automatically be launched to show the Zoho Desk 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

Note: The feature is supported only if the edition of your Zoho Desk is Standard, Professional, or Enterprise.

All outbound calls, inbound calls, and missed call records will be logged to Zoho Desk automatically, which helps users to keep track of every conversation.

Users can check the call logs in the Zoho Desk contact's detail page on ACTIVITIES > CALLS > All Calls.

Contact Synchronization

Inbound calls and outbound calls will trigger a Zoho Desk contact lookup. If there exists the same number in Zoho Desk, the matched Zoho Desk contact will be synchronized to the associated PBX phonebook, and the synchronized contact is read-only.

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

Contact or Account Creation

A new contact or account can be created automatically or manually in Zoho Desk when the associated extensions call or receive calls from an unknown number.

For more information, see Set up Contact or Account Creation for Zoho Desk.

Automatic Ticket Creation

When the extension associated with a Zoho Desk user receives an inbound call from, or places an outbound call to a Zoho Desk contact, a new ticket will be created automatically in the contact's details page.

Note: Due to limitations in Zoho Desk, the "Automatic Ticket Creation feature" is only available for Contacts and not for Accounts.

For more information, see Set up Automatic Ticket Creation for Zoho Desk.