Integrate Yeastar P-Series Software Edition with Zoho CRM
This topic describes how to integrate Yeastar P-Series Software Edition with Zoho CRM.
Prerequisites
- Make sure that the PBX can be accessed via
Yeastar FQDN.
For more information about the configuration, see Configure Network for Remote Access by a Yeastar FQDN.
- Only an Administrator of a Zoho CRM account can enable the Zoho CRM integration.
Procedure
Step 1. Get the PBX authentication information
- Log in to PBX web portal, go to .
- Click Zoho, then select your Zoho CRM edition.
- In Network section, select the URL from the
Homepage URL drop-down list. Note: The Homepage URL is the web page URL of your PBX, Zoho CRM will communicate with the PBX with the selected URL.
A redirect URI according to the selected Homepage URL is automatically generated in the Authorized Redirect URI field.
- Take note of the Homepage URL and the redirect URI as you will use them later on Zoho CRM.
Step 2. Register the PBX with Zoho CRM
- Log in to the Zoho API Console, click GET STARTED.
- On the Choose a Client Type page, select Server-based Applications.
- On the Create New Client page, enter the PBX
information to register as a Zoho CRM client.
- Client Name: Set a client name.
- Homepage URL: Paste the PBX Homepage URL.
- Authorized Redirect URI: Paste the PBX authorized redirect URI.
- Click CREATE.
A Client ID and a Client Secret are generated.
- Take note of the Client ID and Client Secret, as you will need them later.
Step 3. Make Authorization Request to Zoho CRM
- Log in to PBX web portal, go to .
- Click Zoho.
- In Authorization section, fill in the following API
authorization information.
- Account Server Address: Enter the CRM Account
Server URL. Note: The default URL
https://accounts.zoho.com
applies in many cases, but you may need to change the domain URL according to the location where you signed up your Zoho account. For example, if your Zoho account is signed up in Europe, you need to change the URL tohttps://accounts.zoho.eu
.
- Zoho CRM Address: Enter the Zoho CRM URL. Note: The default URL
https://crm.zoho.com
applies in many cases, but you may need to change the domain URL according to the location where you signed up your Zoho account. For example, if your Zoho account is signed up in Europe, you need to change the URL tohttps://crm.zoho.eu
. -
Client ID: Paste the Zoho API Client ID.
-
Client Secret: Paste the Zoho API Client secret.
- Account Server Address: Enter the CRM Account
Server URL.
- Click Save.
A new browser page will be launched to request for Zoho CRM data access permission.
- Click Accept to allow the PBX to access data in your
Zoho account.
If the authorization succeeds, the web page will display "Authorization succeeded!".
On the PBX configuration page, a pop-up window displays the authentication result. - Click OK to confirm.
The Status field will display Connected, indicating that the Zoho CRM integration is successfully set up.
Step 4. Associate Zoho CRM users with PBX extensions
- On the CRM integration page, click besides Zoho User to obtain the latest Zoho CRM user list.
- Associate the Zoho users with PBX extensions.
- Associate automatically
- If users bind the same email address to their Zoho accounts
and PBX extensions, you can implement automatic association
of their Zoho accounts and PBX extensions.
- Click the Associate Automatically button.
- On the pop-up window, Click OK.
- Click Save.
- Associate manually
- If users bind different email addresses to their Zoho account and PBX extension, you need to manually associate the user's Zoho account and PBX extension.
Result
- The integration of Yeastar P-Series Software Edition and Zoho CRM is set up.
- Associated Zoho CRM users can make or receive calls with their PBX extensions.