Use Zoho CRM Integration

The integration with Zoho CRM supports various features for your business dealings, bringing great convenience and efficiency. This topic shows the usage of the key features.

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 phone numbers on the Zoho CRM web page, a call is then sent out directly via a PBX extension.

Call Popup

Prerequisites
Keep the Linkus Web Client logged in.
Note: If you close web browser or Linkus Web Client tab, you can NOT receive calls. To avoid this, you can install Chrome extension 'Yeastar Linkus for Google', which allows you to receive a call popup even when web browser is closed.
Procedure
When the Zoho user receives an inbound call from CRM contacts, a new browser tab will be launched to show the CRM contact's information.

Note: The pop-up window might be blocked by the browser. In this case, you 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

After the Zoho CRM integration, all outbound calls, incoming calls, and missing call records will be logged to CRM automatically, which helps users to keep track of every conversation.

Users can log in to the Zoho CRM, go to the Closed Activities section in a contact detail page to view the call logs .

Contact Synchronization

Inbound calls from Zoho contacts trigger a CRM contact lookup to synchronize to a PBX phonebook, and the synchronized contacts are read-only.

After synchronization, the caller name is automatically shown on your phone or Linkus Clients when receiving the call.

For more information, see Set up Contact Synchronization with Zoho CRM.

Automatic Contact Creation

A new contact or lead will be created automatically in CRM when the Zoho user receives a call from an unknown number, or when the user makes a call to an unknown number.

For more information, see Set up Automatic Lead or Contact Creation for Zoho CRM.