Set up Contact Synchronization with Zoho CRM

After the integration with Zoho CRM, you can enable a one-way contact synchronization on PBX to sync the Zoho CRM Contacts to a PBX phonebook.

Prerequisites

The Zoho CRM integration is completed.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
  3. In the Synchronize Contacts From drop-down list, select the types of contacts to be synchronized from Zoho CRM: Contacts, Leads, and Accounts.

  4. In the Synchronize to Phonebook drop-down list, select an empty phonebook or create a new phonebook.
    Note: The Contacts can only be synchronized to an empty phonebook.
  5. Click Save.

Result

  • The associated phonebook comes with a label of "CRM", and there are no synchronized contacts in the phonebook yet.

    This is a one-way sync to Yeastar P-Series Software Edition, so you cannot add, edit, or delete the synchronized contact information on the PBX.

  • Only when users receive an inbound call from a Zoho CRM contact will the matched contact information be synchronized to the Phonebook in Yeastar P-Series Software Edition automatically.

    Note: If the information of synchronized contacts is updated on Zoho CRM, the change will be automatically synchronized to PBX in 30 minutes.
  • After the CRM contact is synchronized to PBX, users can get the caller information on their Linkus Clients or IP phone when receiving the call, and be more prepared to answer the call.

    Note: To achieve this feature, you need to enable the phonebook viewing permission for extension users. For more information about the permission configurations, see Set up Contact Visibility and Allow Users to Query Contacts on IP Phones.