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Integration Guides
This topic provides a list of devices and software which were tested and proven to be interoperable with the Yeastar P-Series Software Edition.
CRM
Zoho
Zoho CRM Integration (via PhoneBridge)
Enable Call Recording Playback in Zoho CRM
After the integration, call logs can be automatically synchronized to Zoho CRM when an associated user ends calls with Zoho CRM contacts. You can set up to enable playing the call recordings of the corresponding call logs directly within Zoho CRM.

Enable Call Recording Playback in Zoho CRM

After the integration, call logs can be automatically synchronized to Zoho CRM when an associated user ends calls with Zoho CRM contacts. You can set up to enable playing the call recordings of the corresponding call logs directly within Zoho CRM.

Prerequisites

The Zoho CRM integration is completed.

Procedure

Log in to PBX web portal, go to Integration > CRM.
In the Call Journal section, select the checkbox of Play Call Recording.

When users click to play call recording in the CRM, the system will request recording file from the PBX.
Note: For details on how the CRM platform protects the privacy of recording data, please contact CRM provider.
Click Save.

Result

The Zoho CRM users who associated with extensions on PBX can directly view and play call recordings stored on the PBX within the CRM system.