Zoho Integration blank
Date: 2020-07-10
Zoho Integration Guide........................................................................................................ 3
Zoho Integration Introduction.......................................................................................... 3
Install Zoho Integration App...........................................................................................4
Zoho Integration...............................................................................................................5
Integrate Yeastar Cloud PBX and Zoho Applications.............................................. 5
Use Zoho Integration.......................................................................................................9
Disable Zoho Integration............................................................................................... 14
Zoho Integration - FAQ................................................................................................. 15
Zoho Integration Guide
About this guide
This guide introduces how to integrate Yeastar Cloud PBX with Zoho Applications and gives brief instructions of how to use the Zoho integrations features.
Audience
This guide is for administrators who need to integrate Yeastar Cloud PBX with Zoho One,
Zoho CRM, Zoho Mail, and Zoho Recruit.
Requirements
•
• Zoho editions : Starter, Standard, Professional, and Enterprise.
Zoho Integration Introduction
Zoho Integration App is designed to facilitate quick integration between your Yeastar Cloud
PBX and multiple Zoho applications.
Supported Zoho applications and features
The Zoho Integration App is applicable to the following Zoho applications:
• Zoho One : An all-in-one suite of Zoho applications designed to meet user‘s every business need.
• Zoho CRM : Online CRM customer relationship management system and sales management software.
• Zoho Mail : Enterprise cloud mailbox designed for corporate users especially.
• Zoho Recruit : Online intelligent recruitment management software for corporate human resources.
The Zoho Integration App enables the following features and benefits in the above Zoho applications:
• One-for-all Integration : Integrate multiple Zoho applications at one time in one simple integration process.
• Click-to-call : Click on any phone number to make an outbound call right straight from
Zoho.
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• Call Pop-ups : Automatically display the caller information as a screen pop-up upon an inbound call.
• Call Journals : All call details will be automatically logged in Zoho to help you keep track of every conversation.
One for all Integration
Click to Call
Call Pop-ups
Call Journals
Zoho One
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Zoho CRM
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Zoho Mail
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Zoho Recruit
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Terminologies
• Zoho super administrator : The master that can access all the data and manage all the users in Zoho applications, 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 to each staff. The staffs can register the extension on a phone and use the extension to make calls.
• Zoho Account : The companies or departments within a company with which you have business dealings. Single or multiple contacts can be associated to an account.
• Zoho Contact : The people in an organization with whom your company has business communications in pursuit of business opportunities.
Install Zoho Integration App
1. Log in PBX web interface, go to App Center .
2. Find the Zoho Integration , click install .
Refresh the page after the installation is complete, click the main menu, the Zoho
Integration icon appears.
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Zoho Integration
Integrate Yeastar Cloud PBX and Zoho Applications
This topic introduces how to integrate Yeastar Cloud PBX and Zoho applications.
Log in the PBX web interface, open Zoho Integration , follow the steps below to complete integration.
Note:
• Only an super administrator can enable the integration.
• Once integration enabled by the super administrator, the integration is activated for all users.
Prerequisite steps
1. Agree with integration statement.
2. Read the integration statement, and select the check-box of I agree with the statement.
3. Click Next .
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Step 1. Enable Phonebridge on Zoho
The procedures are different on Zoho One and Zoho applications:
•
Enable Phonebridge on Zoho One
•
Enable Phonebridge on Zoho CRM, Zoho Mail or Zoho Recruit
Enable Phonebridge on Zoho One
1. Log in the Zoho One with super administrator account.
2. Go to Marketplace > Telephone .
3. Click Learn More button.
4. Click ENABLE PHONEBRIDGE .
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5. Back to PBX web interface, click Next in the Zoho Integration
page, get
Zoho user consent
.
Enable Phonebridge on Zoho CRM, Zoho Mail or Zoho Recruit
1. Log in your Zoho application with super administrator account.
2. Go to Setup > Channels > Telephone .
3. Click ENABLE PHONEBRIDGE button.
4. Back to PBX web interface, click Next in the Zoho Integration
page, get
Zoho user consent
.
Step 2. Get Zoho User consent
Note: Do NOT integrate your Zoho with multiple PBXs, or you cannot make calls and receive calls in Zoho.
1. In the Zoho Login Address drop-down list, select your Zoho application address.
2. Click Authorize , the browser automatically opens the Zoho authentication page.
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3. In the Zoho authentication page, click Accept , and allow the PBX to access data in
Zoho account.
4. Back to PBX Zoho Integration page.
If authorization success, the following page will appear, click Continue
, and associate
Zoho user with PBX extension
.
Step 3. Associate Zoho users with PBX extensions
To allow Zoho users make calls on Zoho applications, you need to associate their Zoho accounts and extensions.
1. In the Zoho Integration page, click to refresh the user list.
2. Associate Zoho users with PBX extensions:
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• Associate Automatically : Zoho users and the extensions with the same email address will be associated directly.
a. Click Associate Automatically .
b. Click Yes .
• Associate Manually : If a user binds different email addresses to his/her Zoho account and PBX extension, you need to manually associate the user's Zoho User account and PBX extension.
a. Beside the Zoho user, click , select an extension.
b. Click Ensure .
Use Zoho Integration
After integrating Yeastar Cloud PBX and Zoho applications, the Zoho users can manage calls in Zoho applications.
Important: Make sure that Zoho users' extensions are registered on IP phones or softphones, otherwise, they cannot handle calls on Zoho applications.
Incoming call pop-ups
When the Zoho user receives an incoming call from Zoho contact via PBX, the user's phone rings, and a Contact Card pop-up in Zoho application.
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The Zoho user can quick glance at the essential details and answer call on the phone.
Click-to-Call
A Zoho user can initial a call to Zoho contact in Zoho application.
1. In the contact's detail page, click the green Call icon beside the phone number.
The Zoho user's phone will ring first.
.
2. The Zoho user answers the call, then the PBX starts to call the contact.
Call control
During a call, the Zoho user can end the call, hold the call, or mute the call.
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Follow-up activity
After the end of call, Zoho user can do any of the following activities from the Call End window in Zoho application, for subsequent follow-up visits.
• Click Call to add a follow-up call.
Set up reminders for the calls so that you do not miss the opportunity to call the customer.
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• Click Task to create a task.
Task refers to a specific piece of work required to be done within a given time frame. In
Zoho CRM, you can create recurring tasks and set reminders to your tasks.
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• Click Event to create a event.
Event refers to an activity that happens at a given place and time. In Zoho CRM, you can create recurring events, set reminders, and add invitees to the event.
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View the call log
All outgoing calls, incoming calls, and missed call records on the PBX will be logged on the
Zoho application. You can view the call log in Activities page.
Disable Zoho Integration
You can disable Zoho integration at any time.
Note:
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• After disabling the Zoho Integration, all the Zoho users can not handle calls in Zoho applications via PBX.
• Call logged before the integration was disabled remain intact.
1. Log in PBX web interface, go to Zoho Integration .
2. Unselect the check box of Enable Zoho Integration .
The Integration Status displays Disabled .
Zoho Integration - FAQ
•
The integration status shows "Error"
•
There is no click-to-call phone icon beside the phone number in the Lead/Contact
Details page
•
There is no call pop-up in Zoho CRM when a call comes
•
PBX doesn't display all the Zoho accounts on the Zoho CRM Integration page
•
Failed to integrate the PBX and Zoho application
The integration status shows "Error"
1. Click Refresh , the status will be changed to Connected .
2. If the integration is still disconnected, do the followings:
• Check if PBX can access to the Internet or not.
• Check if the Yeastar Integration is enabled or not on the Zoho applications.
3. If the integration status is still abnormal, contact Yeastar support.
There is no click-to-call phone icon beside the phone number in the
Lead/Contact Details page
Check if the Zoho account is associated with the PBX extension.
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If fail to associate, you can
associate them manually .
There is no call pop-up in Zoho CRM when a call comes
• Check if the Zoho account is associated with the PBX extension.
• Check if the Caller ID of PBX extension is consistent with the Extension . If not, there is no call pop-up when a call comes.
• Check the Zoho Integration status on the PBX. If the status shows "Error", click
Refresh to refresh the status.
PBX doesn't display all the Zoho accounts on the Zoho CRM Integration page
• Check if the Zoho accounts are activated on Zoho CRM.
Failed to integrate the PBX and Zoho application
Zoho uses appcenter.yeastar.com
to interact with Yeastar Cloud PBX. If the PBX is behind the firewall, add appcenter.yeastar.com
to the firewall allowlist.
