Hosted PBX can be integrated with Zoho so that inbound and outbound calls to a user can be logged into Zoho CRM. Users can enter details of the call.
Information that is logged automatically includes:
- Start time
- Duration
- Caller’s name (if already in the contacts)
- Associated extension
A pop-up informs the agent of an incoming call. When the call ends, an option to enter call information is provided.
Configuring ZOHO
Obtain your oAuth Token
- Follow this link to setup OAuth Authentication in ZOHO https://www.zoho.com/mail/help/api/using-oauth-2.html
- Obtain your ZOHO Client ID and Secret
- In Advanced > CRM Integration, enter the Client ID and Secret under the “ZOHO” section.
Getting the Zoho Token
- For an extension in a domain of the PBX to talk to Zoho, the user of the extension must have an account in Zoho CRM which they can use to connect to Zoho.
- Once the Client Id and Client Secret have been obtained and entered into the PBX domain, each user should link their extension to Zoho.
- In the user portal of the PBX, Click Settings > CRM > Zoho and click the “Get Auth Code” button.
A new window will pop up asking the user for the Zoho username and password. If authenticated, it will then ask for the user permission to integrate with the PBX. Press “Accept”.
The pop-up window should disappear and after a little while the red x next to the button should become green check mark, signaling that you are now connected to the Zoho CRM. That’s it.
Call Information
If you login to the Zoho CRM and go to the activities page, that’s where your calls should be automatically logged in as well as giving you pop-ups for the calls as shown below.
