Zoho Desk solution

Integrate With Zoho Desk

Zoho Desk is Zoho's helpdesk platform, helping businesses manage and respond to customers smoothly across email, phone, chat, or social media. It organizes and tracks customer tickets systematically, with AI-assisted tools that help support agents work faster and more effectively.

Yeastar P-Series Cloud Edition is a cloud PBX with an API for third-party integration. Yeastar has built a seamless integration with Zoho Desk that connects your phone system to your customer service platform, so Zoho Desk users can see customer profiles and call history in one place, with tickets created automatically from calls to keep the workflow efficient.

Key Features

Click-to-call

Call a customer instantly from Zoho Desk through the Yeastar Linkus browser extension, with full call control — recording, mute, hold, transfer, and more.

Incoming call screen pops

When a call comes in or goes out, a popup automatically pulls up the contact's information in Zoho Desk. (This feature works with the Yeastar Linkus Web Client or browser extension.)

Contact synchronization

Sync contact data from Zoho Desk into your PBX phonebook, so the system can identify caller ID — a contact's name appears automatically on your phone screen (IP phone, Linkus UC Clients, and more) whenever they call.

Convert calls into tickets

Set rules to automatically create a ticket from inbound and outbound calls, linked automatically to the relevant contact — saving time for the work that actually matters.

Auto contact/account creation

The system automatically creates a new contact or lead when a call comes in from an unrecognized number, or when you call a new number, so no follow-up opportunity slips through.

Call journal

All call activity logs into Zoho Desk automatically, keeping records organized and helping support agents work more effectively.

Requirements

Zoho Desk

  • Supported on all plans
  • Free
  • Standard
  • Professional
  • Enterprise

PBX server

  • Supported plans: Enterprise Plan (EP), Ultimate Plan (UP)
  • Firmware: version 84.9.0.18 or later

Integrating Yeastar P-Series Cloud Edition with Zoho Desk elevates customer service with phone features that work right inside Zoho Desk — no screen-switching. Click-to-call, call popups, automatic call logging, contact sync, and automatic ticket/account creation, all set up to fit your organization's workflow, cut steps, and boost efficiency.