How to Integrate PBX with Zoho CRM? 

Building a strong relationship with your customers as well as your working personnel is crucial for a business’s success. PBX (Private Branch Exchange) systems can be one of the best options to boost your communication and operations. From automated call logging and improved sales management to centralized communications, you will get multiple features and advantages from this PBX integration.

Step-By-Step Guide For Zoho PBX Integration

Step 1: Prepare your PBX authentication

• Log in to your PBX web portal

• Go to the “Integrations” and then to “Zoho.”

• Select the “Homepage URL.”

• Once the redirect URI is generated, make sure to jot down the “Homepage URL” and “Redirect URI,” as you’ll need them in the next steps.

Step 2: Get ready to register your PBX with Zoho CRM

• Log in to the “Zoho API Console” and select “Get Started.”

• Enter the PBX info (Client name, Homepage URL, and Redirect URI).

• Click “CREATE.”

• As the “Client ID” and “Client Secret” get generated, note them down.

Step 3: Authorize your Zoho CRM

• Back to the PBX web portal. Go to “Integrations” > “CRM” > “Zoho.”

• Fill in the authorization API info and save it.

• Click on “Accept” > “OK.”

Step 4: Get ready to associate the users

• Navigate the CRM integration page and refresh your Zoho user list.

• Associate the users through PBX extensions, either automatically or manually.