Zoho CRM is a full-featured Customer Relationship Management (CRM) system. The integration of Yeastar P-Series PBX System with Zoho CRM can bring great advantages to the company, which will help boost sales and improve business relationships.
With the integration of Zoho CRM, Yeastar P-Series PBX System enables powerful features including automated repetitive tasks, contextual conversations, and telephony capabilities. Yeastar P-Series PBX System for Zoho CRM integration allows every user to enjoy contextual conversations and efficient calls.
Single-click Calling & Control. Coordinated with Yeastar Linkus for Google Chrome extension, users can launch calls in a single click and control calls easily without jumping multiple devices. Click-to-call, hold, mute, transfer, call recording, and more functionalities are right within Zoho CRM.
Empowered Contextual Conversations. Users receive call pop-ups that automatically bring up the caller’s contact records when receiving an inbound call, which allows users to access previous records instantly and better prepare for the coming calls.
Auto Call Logging & Analytics. All your call activities will be automatically logged inside Zoho CRM after calls with CRM contacts. Plus. with insightful PBX call analytic reports, users can easily measure agent performance and improve the calling process.
Contact Sync Across Platforms. Sync CRM contacts to your PBX phonebook. This way, search and interact with the Zoho CRM contacts via any device (IP Phones, Yeastar Linkus app (Mobile/Web), etc.) from everywhere and always have the caller name shown on your phone display when your contacts call.
Automatic Leads for Fresh Clients. Automatically create a new contact or lead when you receive an unknown inbound or outbound call. Always ready for new opportunities and record every interaction.
P-Series PBX System
PBX plus more. Available as cloud, software, or hardware.
Quick Start Reference
Before you start, you need to have a Yeastar P-Series PBX (Enterprise Plan or higher) and a Zoho account.
Not having a Yeastar P-Series PBX yet? Apply for a 30-day free trial here.
Login to your Yeastar PBX web portal, go to Integrations > CRM > Zoho get the authentication information.
Login to your Zoho API Console and follow the instruction to create and configure a new client application for the integration.
Go back to the PBX web portal to authenticate the application with your PBX.
Click to associate Zoho CRM users with PBX extensions and start enjoying!
For a step-by-step guide with screenshots, please refer to the guides or video tutorial below.
Developed by: Zoho
Yeastar P-Series PBX: Enterprise Plan or higher
Zoho CRM: Starter, Standard, Professional, Enterprise, CRM Plus, Zoho One, Ultimate
Contact the Developer
Please contact the developer to get the app or for tech support