Zoho

Requirements

• You should be client, register in Telefácil, or sign up
• You should have a PBX hired, if you don't have one you should create new PBX

Step 1: Enable integration

• Go to PBX configuration > CRM > Zoho

• Select Zoho, you should activate the integration clicking in blue button Activar integración.

Step 2: Link PBX extensions with users

You must associate each Zoho user with its corresponding PBX extension. This is very important for making and receiving calls.

In this example, Penélope is zoho_v3@duocom.es in zoho and extension 1 in PBX. If you have extensions where multiple people receive calls, you will need to select all zoho users associated with CTRL key (See extension 0 in the example).