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Zoho Integration

Vodia PBX can be integrated with Zoho, to make work flow easier. When a call comes in, the PBX will try to find that contact in the Zoho account of the user who made or received the call. If found, the call will be logged in Zoho database under that contact found in the user's account and a pop-up through the Zoho web interface will show the contact, it's relevant information and a way to comment on the call. The same is true of outgoing calls (if the contact is present in the account), since the user may want to enter some details for outgoing calls as well. You can also control the call from the Zoho pop-up (by controlling a VoIP phone connected to that extension), like accepting the call, holding or resuming the call and ending the call. You can also initiate a call through Vodia PBX from the Zoho contacts.

Access to the feature​

In order to integrate Zoho, first you have to set which accounts (or group of accounts) are allowed to use this feature. For that, in the tenant:

  1. Go to Advanced->CRM Integration
  2. Open Zoho
  3. Select the Scope. E.g. All accounts, or a group of accounts etc.
  4. Save

Now these accounts can use this feature.

Pair the account​

In the user portal of the extension, go to Settings:

  1. If the user has access to the feature, described above, you will see Zoho on the left side (scroll down if you don't see it). Click on it.
  2. Then pair your account by pressing the Pair button.
  3. Zoho page will ask you for your Zoho account credentials and access. Give it access.
  4. After a while a check mark should confirm that your account is now paired.

Some of the things possible with the integration​

  1. Calls should be logged in that account now with details of the call.
  2. Also, Zoho popups will inform you about an incoming and outgoing call, with details of the contact, as well as a way to comment on the call that are logged with the call.
  3. You can also control the call with a connected VoIP phone in Vodia PBX.
  4. You can also make calls from Zoho contacts through the connected VoIP phone in Vodia PBX.
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