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CRM Integration - Zoho

  • Updated
The ZOHO Integration allows for the following features:
  • Automatic Call Logging: All calls are automatically time and date stamped within the customer lead. A recording of the discussion is available for automatic posting within the lead as well.
  • Call Popup: When a client calls in, the customer lead will automatically populate.

 1. Login to the web portal at sip.alinephonesystems.com with an admin account

 

 2. Navigate to CRM -> Integration

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3. Configure your CRM as shown below

Zoho v2 CRM Configuration

Zoho Admin should create API Client (Register application).

To register the application the Admin should do the following:
  1. Go to the site: accounts.zoho.com/developerconsole
  2. Click Add Client ID
  3. Enter the Client name, Domain and redirect URL
  4. Click Create
  5. Note down the client ID

Redirect URL should be in next: https://sip.AlinePhoneSystems/{TENANT_NUMBER}/crmiservice/api/generate_tokens

NOTE: Your tenant number can be found at the top of the page.

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CRM Integration Configuration

Page URL: https://crm.zoho.com/crm or https://crm.zoho.eu/crm
Client ID: Client ID obtained from Zoho API Client
Client Secret: Client Secret obtained from Zoho API Client
Redirect URL: Redirect URL entered in Zoho API Client

Generate Tokens

The first time one sets the configuration in PBXware GUI, they need to click on the “Generate Tokens” button. This action will generate a Refresh Token which will later be used to generate Access tokens for users.

Options include the following:

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4. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM

 

5. Enable CRM integration. Enable the options you prefer. Finally, enter the username only.