Zoho Platform Integration Setup

Modified on Sun, 17 Oct 2021 at 04:59 AM

In order to utilize the Zoho integration, you must be using the Luna PBX service for your inbound + outbound calls. The integration is not supported over SIP trunks.

Before setting up the integration between the Numbergroup platform and Zoho, you will first need to configure the extensions on the PBX which you wish to integrate with Zoho. To do this, you need to enter the e-mail address of each Zoho user against their individual extension on the self-care portal. This information needs to be entered on the Extension configuration screen, as shown below...

The e-mail address has to be the exact match for the users' e-mail address in Zoho. This is essential, as this is how we link the extension within the PBX, to the user within Zoho. Once you have added e-mail addresses to all the extensions you want to integrate, you can progress with the actual integration.

At the top of the screen, click on the "Integration" button...

Once in, click the "New Integration" link. This will open a pop-up window. In this window, select "Zoho Suite" and click add, as shown in the below picture...

Once done, you be presented with a new screen, which looks like below...

Click on the "Setup" button, which will take you to Zoho's System. Here, you will need to log in with a Super-User account that is associated with the Zoho account you want to integrate with. Once logged in, you will be presented with the below screen...

In order for the integration to work, you need to accept this. Once you have clicked Accept, the integration work will take place, and the screen will display a message to indicate if the integration was successful or not. Once done, click on the link to return to the self-care portal. If the integration failed, please go back to the portal and try the process again. If it continues to fail, then please let us know by emailing us on help@numbergroup.com

Once back in the portal, you should see the integration listed on your integrations page, and if you select it from the list on the left-hand side, you will see a screen similar to this...

All 3 boxes should have Yes listed in them, and the extensions you entered e-mail addresses in, assuming that the correct address was entered, and this was found by our system, should be listed here. If the list is empty, try logging out of the Self-care portal and back in again, and view the list again, as sometimes the list doesn't refresh.

If you should need to add/remove users after you have performed the integration, all you need to do is add/remove the e-mail address from the extension(s) in question, and then return to the integration and click "Sync". This will cause our system to re-sync with Zoho, and update the synced users accordingly.

With this done, you should now see any calls being received into the synced extensions show up within the Zoho system for that user. 

You can also utilize the click to call feature within the Zoho system. This will cause the user's extension to ring. When they answer the call, the outbound call will then be attempted to the number selected within Zoho. 

If you have any issues with the integration not working, then please see our FAQ's here for potential solutions.

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