Zoho Integration

Vodia PBX can be integrated with Zoho so that calls (both inbound and outbound) can be logged into the Zoho where the agent of the account can enter details for that call. Some information of the call like start time, duration, the person's name if already in the contacts, the associated account etc. are logged automatically. Also a pop-up informs the agent of incoming calls as well as when the call ends so that he has the option to enter details for the call right there or later on.

Prerequisites

1. The firewall on the PBX should be enabled for dns (or ip) of Zoho to connect from, for the answer call, hold/resume call and end call api's into the Vodia PBX.

US Data Center:

204.141.42.0/23

204.141.32.0/23

136.143.182.0/23

136.143.178.0/23

136.143.176.0/23

136.143.190.0/23

EU Data Center:

185.20.209.0/24

31.186.243.0/24

213.244.146.0/24

87.252.213.0/24

89.36.170.0/24

217.163.72.0/24

IN Data Center:

103.103.196.0/24 (PI-IP)

103.103.197.0/24 (PI-IP)

103.117.158.0/24 (PI-IP)

103.89.75.0/24 (Edge IP)

103.103.198.0/24 (PI-IP)

103.117.159.0/24 (PI-IP)

103.89.74.0/24 (Edge IP)

AU Data Center:

101.97.36.0/24

103.138.128.0/23

103.91.166.0/24

165.173.191.0/24

Selecting Zoho in Vodia

There are multiple CRM systems Vodia can integrate with.

In order to select one in a particular domain, go to the domain.

Go to "Advanced" -> "CRM Integration".

Open the Zoho section and press "Save".

You will see the green check mark in front of Zoho as confirmation that Zoho is now the selected CRM system.

Connecting Zoho to Vodia

1. Log in into your Zoho account.
2. Navigate to Settings > Channel > Telephony
3. Select Vodia from the options enlisted.

The rest of this process can be completed as follows from the Vodia's GUI as mentioned.

Connecting to Zoho from within Vodia

For an extension in a domain of the PBX to talk to Zoho, the user of the extension must have an account in Zoho which he can use to connect to Zoho or in other words to get an OAuth token. That way (s)he does not have to give the Zoho credentials of his/her account to the PBX. Once the OAuth token is obtained, the extension can log calls coming into it or going out from it into the Zoho with pop-up etc.

Once the callback url has been set up (it should be in this format: https://vodiapbx.com/zoho_token.htm) with Zoho and after Zoho has been selected (again see above), getting the user connected to Zoho is one click away as shown below. In the user portal of the PBX, under settings, CRM section, select Zoho as the CRM and click on "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 Vodia 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. That's it.

Where Calls are Logged

If you login to the Zoho 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.