Sumario

1 Requirements
2 Step 1: Enable integration
3 Step 2: Link PBX extensions with users
4 Step 3: Direct integration with Voip Duocom, Cisco and Yealink phones

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).

Step 3: Direct integration with Voip Duocom, Cisco and Yealink phones

If you are using Voip Duocom or physical phones Cisco or Yealink you can enable control options in the integrations. You need to fill "Usuario Voip" y "Mac" in the configuration table. With this option, you can pick up the call, mute or hold calls directly from Zoho.