ActivePBX integration for Zoho CRM

ActivePBX integration for Zoho CRM

activepbx

ActivePBX is a cloud-based telephony system integrated with Zoho CRM to provide with various call functionality features that can be done within your CRM system.

Setup integration

To setup the integration,

  1. Go to Setup > Channels > Telephony.
  2. Choose ActivePBX from the PhoneBridge Marketplace.
  3. Click Integrate.
  4. Click Get it now.

For more details about configuration and steps, click here.

Using ActivePBX integration

Once you integrate ActivePBX with Zoho CRM, you can do the following.

  • You can see a business card view of the contact in Zoho CRM, whenever you make or receive calls via ActivePBX from CRM.
  • The calls made, received, and missed in Zoho CRM via ActivePBX will be automatically logged in the Activities module of your CRM account.
  • After every call, create follow-up calls, tasks and events, as required.

Click here for more details.

Top

Still can't find what you're looking for?

Write to us: support@zohocrm.com

    • Related Articles

    • MobileApps Integration - Mobile SDK

      Ever since the debut of handheld devices, the world has been on the course to exploit the convenience in their pockets to the fullest. People from all walks of life use mobile devices to stay in touch with each other, do business, engage with the ...

    • Functions - Integration Tasks

      As you might already know, the update to Version 2.0 APIs played a major part in using custom functions, now named "Functions". This guide will help you how to use functions integration tasks which uses the new APIs. Getting Started For starters, the ...

    • WebApps Integration

      Internet is a great platform which brings all aspects of the world together. Previously, it was setting up stalls in the market and now it's setting up apps in the internet. WebApps are applications that are hosted on cloud. When it comes to web ...

    • Python SDK - An Overview

      Python SDK offers a way to create client python applications that can be integrated with Zoho CRM. This SDK makes the access and use of necessary CRM APIs with ease. In other words, it serves as a wrapper for the REST APIs, making it easier to use ...

    • Web Apps Development - An Overview

      Although a CRM provides a platform to run your business online, there are a lot of other avenues where your business might have to tread on. Some of them would be building a custom mobile or web application. Upon integration, the functionality of ...