Zoho CRM solution

Integrate With Zoho CRM

Zoho CRM helps organizations manage customers and sales processes effectively, but used alone it may not fully cover a business's communication needs — particularly phone-based communication. Connecting Zoho CRM to a Cloud PBX is a natural way to close that gap.

Yeastar P-Series Cloud Edition is a cloud PBX with an API for connecting to third-party applications. Integrating Yeastar P-Series Cloud Edition with Zoho CRM lets users access complete call details directly within Zoho CRM, while keeping the full voice quality of Yeastar P-Series Cloud Edition intact.

Key Features

Single-click calling and control

Call directly from Zoho CRM through the Yeastar Linkus extension for Google Chrome — no switching devices required. Every feature — calling, hold, mute, transfer, and recording — is available directly inside Zoho CRM.

Contextual conversations

When a call comes in, users get an automatic popup showing the caller's contact record, so previous conversation history is available instantly — helping the team prepare and respond more professionally.

Automatic call logging and analytics

All call activity with a Zoho contact is logged to the CRM automatically, alongside PBX analytics reports that help measure agent performance and improve the calling process.

Call recording

Calls with contacts are recorded automatically in Zoho, and users can play them back to review the context of a conversation.

Contact sync across platforms

Contacts sync from the CRM into the PBX phonebook, so you can find and call Zoho CRM contacts from any device — IP phone, or the Yeastar Linkus app on mobile or web — with caller name displayed automatically every time a contact calls in.

Automatic leads for new callers

Every call from an unrecognized number automatically creates a new contact or lead in the CRM, so no new business opportunity is missed.

Requirements

Zoho CRM

The integration is supported on the following plans:

  • Free
  • Standard
  • Professional
  • Enterprise
  • Unlimited Edition

Note: this integration supports the Zoho CRM app only — it does not support other Zoho apps such as Zoho One, Zoho Mail, or Zoho Recruit.

PBX server

Firmware: version 83.4.0.17

Integrating Yeastar P-Series Cloud Edition with Zoho CRM lets your organization manage customer data and communication more completely — from contact sync and call logging to automatic lead creation — all connected in one place, boosting team efficiency and elevating the customer experience.