Zoho CRM Integration Overview

Zoho CRM is a full-featured Customer Relationship Management (CRM) system. The integration of Yeastar P-Series Software Edition with Zoho CRM can bring great advantages of the company, which will help boost sales and improve business relationships. This topic gives an overview of the integration and describes terminologies of Zoho CRM to help you better understand the integration.

Requirements

  • Zoho CRM editions: Free, Standard, Professional, Enterprise, or Ultimate edition
    Note: The integration is ONLY supported for Zoho CRM application, and is NOT supported for other related Zoho applications, such as Zoho One, Zoho Mail, Zoho Recruit, etc.
  • PBX firmware: Version 83.4.0.17 or later.

Key features

The Zoho CRM integration provides the following key features:

Click to Call
Coordinated with the 'Yeastar Linkus for Google' Chrome extension, users can launch calls by a single click on the phone numbers from Zoho CRM via Yeastar Linkus Web Client or Desktop Client.
Call Popup
Auto bring up the contact's profile on the web browser when the user receives an inbound call from a CRM contact. This allows users to quickly access the previous interactions and customer demographics of the caller and get more prepared to answer the call.
Call Journal
All the call activities get logged automatically to Zoho CRM when a user ends calls with CRM contacts, which helps users track conversations easier than ever.
Contact Synchronization
Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from Zoho CRM contacts. After that, the caller name is automatically shown on the Linkus clients or IP phone when receiving the call.
Automatic Contact Creation
A new contact or lead will automatically be created in CRM for unknown inbound calls or outbound calls.

Terminologies

The following table lists the terminologies of the Zoho CRM.

Table 1.
Term Description
Zoho Administrator The master that can access all the data and manage all the users in Zoho CRM, such as CEO, senior executive, senior administrator, etc.
Zoho User The corporate staff who can only access specific data based on assigned permissions (roles), such as sales manager, FAE, etc.
PBX Extension The extension number for each staff. The staffs can register the extension on a phone or on Linkus clients, and use the extension to make and receive calls.
Zoho Account The companies or departments within a company with which you have business dealings. Single or multiple contacts can be associated with an account.
Zoho Contact The people in an organization with whom your company has business communications in pursuit of business opportunities.
Zoho Lead Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from various campaigns.