Yeastar crm integration CRM API Integration (Free Edition) : Integrates seamlessly with Yeastar Linkus UC Clients and Linkus for Google, offering features like click-to-call, call logging, and enhanced Yeastar P-Series Software Edition supports to integrate with Bitrix24 CRM, which allows Bitrix24 users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Yeastar P-Series Software Edition supports the integration with HubSpot CRM, which allows your HubSpot CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. CRM Integration Rich ready-made CRM/helpdesk integrations to automate repetitive tasks, keep a central record of customer interactions, and elevate agent productivity. Prerequisites • Only an Administrator of a Zoho CRM account can enable the Zoho CRM integration. There are several options available, including: Tenfold: Tenfold is a cloud-based integration platform that connects Yeastar IP-PBX with popular CRM and CTI software such as Salesforce, Microsoft Yeastar P-Series PBX System supports to integrate with Bitrix24 CRM, which allows Bitrix24 users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Yeastar P-Series PBX System can be integrated with a CRM system to enable powerful integration functionalities, including click-to-call, call pop-up, contact & call record sync. Currently, Zoho CRM Dec 17, 2021 · Yeastar CRM Integration Solution. Yeastar provides 2 flexible options, with integration settings and features available determined by your Zoho CRM If your desired CRM is not listed among the ready-made integrations provided by Yeastar, you can create a custom CRM integration template to connect the Yeastar P-Series Cloud Edition with a CRM that supports REST API. Yeastar P-Series Software Edition supports the integration with Odoo CRM, which allows your Odoo users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Integration Template; Integration Setup. This topic provides answers to commonly asked questions about Yeastar Contacts. Your agents, reps, and managers can increase efficiency by streamlining dialing, automating call recording, and providing a Yeastar P-Series PBX System supports to integrate with Salesforce CRM, which allows your Salesforce CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. In this guide, 705 will ring. This topic describes how to create a CRM integration template and configure the necessary Set up Salesforce CRM Integration Integrate Yeastar P-Series Software Edition with Salesforce CRM This topic describes how to integrate Yeastar P-Series Software Edition with Salesforce CRM. Continua a leggere per sapere quali piattaforme CRM e quali funzioni di integrazione sono supportate. For more information about the configuration, see Configure Network for Remote Ac­ Yeastar P-Series Software Edition supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Yeastar P-Series Cloud Edition supports to integrate with Bitrix24 CRM, which allows Bitrix24 users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. 0 or later Yeastar P-Series Software Edition supports the integration with Odoo CRM, which allows your Odoo users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Import and Export - FAQ. Bitrix24 CRM; About This Guide. Zoho CRM Integration (via CRM API) Zoho CRM Integration (via PhoneBridge) This topic provides answers to commonly asked questions about Yeastar Contacts. • Pick up the call (705), a call will be made to the number clicked in Vtiger CRM Yeastar P-Series Cloud Edition supports the integration with Odoo CRM, which allows your Odoo users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. Integrate Yeastar P-Series Cloud Edition with a CRM using Template Yeastar P-Series PBX System supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Yeastar P-Series Cloud Edition provides out-of-the-box solutions that integrate seamlessly with a range of popular CRM systems, allowing quick and easy setup without the need for technical expertise, and regular updates are provided to ensure the integration remains up-to-date with new features. By integrating Yeastar Workplace with Microsoft 365, your current and future events will sync with Yeastar Workplace on both web portal and Room Displays. Customer data is automatically synchronized between Salesforce and the PBX. This topic provides answers to commonly asked questions about CRM integration. Yeastar PBX System offer 400 + phone system features with strong presence in mobility and Unified Communications to boost your team efficiency and sales results. Besides the PhoneBridge Integration, Yeastar Zoho CRM integration also supports API integration, with entry-level features limited by Zoho. Ready-made CRM integration. Yeastar P-Series Cloud Edition allows you to create and configure custom integration templates, which can be used to seamlessly integrate the PBX with a CRM system via API, enabling data exchange and synchronization. HubSpot CRM Integration Guide | 2 - Set up HubSpot CRM Integration | 9 Integrate Yeastar P-Series Software Edition with HubSpot CRM This topic describes how to integrate Yeastar P-Series Software Edition with HubSpot CRM. You can disable the Salesforce CRM integration on Yeastar P-Series Cloud Edition at any time when you want to pause the CRM This guide is for administrators who need to integrate Yeastar S-Series VoIP PBX with Zoho CRM, Zoho Desk, Zoho Mail, and Zoho Recruit. Use Odoo CRM Integration. Sync up Microsoft 365 or Windows directory service with your Yeastar P-Series PBX System to automatically create extensions and set up Single Sign-on (SSO) authentication. Yeastar P-Series Phone phone system offers VoIP-CRM integration so you can automatically exchange data between the two platforms and establish a conversational relationship with clients. What to do next • Set up Contact Synchronization from Salesforce CRM Yeastar P-Series PBX System supports the integration with Odoo CRM, which allows your Odoo users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Yeastar P-Series PBX System supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Yeastar provides 2 flexible options, with integration settings and features available determined by your Zoho CRM Aug 1, 2024 · Zoho Integration App is designed to facilitate quick integration between your Yeastar S-Series VoIP PBX and multiple Zoho applications. Yeastar P-Series PBX System supports to integrate with Bitrix24 CRM, which allows Bitrix24 users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. See the caller’s name on the phone terminals you are using (IP phone, Yeastar Linkus Web/Mobile/Desktop Clients, etc. Dec 19, 2018 · Leveraging a phone system with solid CRM integration capabilities like Yeastar help unite data, context, and conversation in one place and drive business growth. Prerequisites • Only a system administrator of a Salesforce CRM account can enable the Salesforce CRM integration. Set up Odoo CRM Integration Integrate Yeastar P-Series Software Edition with Odoo CRM This topic describes how to integrate Yeastar P-Series Software Edition with Odoo CRM. You can easily integrate room bookings from Yeastar Workplace web portal, room displays, and Microsoft 365 calendar, and manage all the room bookings efficiently through Yeastar Workplace web portal. 0 or later • Account: Use Administrator account of the Odoo database for integra Mar 5, 2020 · Users can easily complete the integration by following an intuitive step-by-step guide in minutes without any painful API settings. Zoho CRM By Yeastar · For Business UC & C Let your team focused on connections, make better calls, and track customer interactions effortlessly. Zoho Integration Guide. Aug 23, 2024 · The integration is currently only supported for the Zoho CRM application and is NOT supported for other related Zoho applications, such as Zoho One, Zoho Mail, Zoho Recruit, etc. With features like single-click dialing, inbound screen pop-ups, auto call journal, and more, users get the ability to track every interaction directly in HubSpot, make better calls, and get the most out of the customer’s data. Yeastar provides 2 flexible options, with integration settings and features available determined by your Zoho CRM Yeastar IP-PBX is CRM-friendly and supports for integration with popular CRM solutions with access to Asterisk Management Interface (AMI). g. Zoho CRM Integration (via CRM API) Integrate Yeastar P-Series Software Edition with Zoho CRM This topic describes how to integrate Yeastar P-Series Software Edition with Zoho CRM. This topic shows the usage of the key features. Procedure • Step 1. Yeastar provides 2 flexible options, with integration settings and features available determined by your Zoho CRM edition. Zoho CRM Integration (via CRM API) Integrate Yeastar P-Series Cloud Edition with Zoho CRM This topic describes how to integrate Yeastar P-Series Cloud Edition with Zoho CRM. Yeastar P-Series Cloud Edition supports to integrate with a CRM via API, which allows your CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. Enable AMI on Yeastar S100. Todas las configuraciones se realizan en una interfaz intuitiva y apenas se requieren conocimientos técnicos. Vea, actualice o descargue plantillas predeterminadas (por ejemplo, Zoho CRM, Salesforce) como referencia o cree una plantilla personalizada para conectar su CRM local con el sistema telefónico Serie-P de Yeastar. Requirements Zoho editions : Starter, Standard, Professional, and Enterprise. If your CRM isn’t on our pre-built list, no problem. View, update, or download default templates (e. 5. Integrate Yeastar P-Series PBX System with CRM system to enable powerful integration functionalities, including click-to-call, call pop-up, contact & call record sync. Zoho Integration Introduction. Integration MyPBX and Vtiger CRM 5/11 Figure 4 Figure 5 • The extension you saved in User Preferences will start getting a call. The integration help employees improve call efficiency and effortlessly track customer interactions, thus quickly building strong customer relationships. ). Associez les utilisateurs locaux du CRM aux extensions PBX. But in December this year , the new firmware will soon support the Zoho desk The integration with Salesforce CRM supports various features for your business dealings, bringing great convenience and efficiency. Yeastar provides 2 flexible options, with integration settings and features available determined by your Zoho CRM Add a CRM Integration Template. Yeastar P-Series PBX System supports to integrate with a CRM via API, which allows your CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Get the ability to connect with your customers anywhere via any device at ease, and keep track of every customer interaction with all crucial data in one place. Depending on your Zoho CRM edition, you can easily switch between the two integration methods to suit your customer management needs. Bénéficiez de la synchronisation automatique des contacts du CRM, du journal des appels et de bien d’autres fonctionnalités d’intégration du CRM. The open API allows third party application to be integrated with MyPBX. 24. Yeastar P-Series PBX System supports the integration with HubSpot CRM, which allows your HubSpot CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Disable Odoo CRM Integration . After the integration, your Microsoft Entra ID (Azure Active Directory) or Windows Active Directory’s users, organization units, and groups can be synchronized to the PBX Yeastar P-Series Software Edition supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Aug 23, 2024 · This article provides a step-by-step guide for integration with Yeastar S-Series VoIP PBX and SugarCRM. To integrate Yeastar IP-PBX with CRM and CTI software, you will need to use a middleware or integration platform that connects the two systems. Designed to coordinate with P-Series PBX, Yeastar Linkus desktop/mobile softphone now supports seamless 3rd party CRM Integration on Windows desktop client. This topic describes how to create a CRM integration template and configure the necessary settings The integration with Salesforce CRM supports various features for your business dealings, bringing great convenience and efficiency. Besides Zoho CRM, Yeastar Zoho Integration App also supports integration with Zoho One, Zoho Mail, Zoho Recruit and Zoho Desk*. Save your agents’ precious time and boost customer satisfaction with call automation. Yeastar P-Series Phone System provides seamless integration with Bitrix24 to help you align customer data with customer calls and streamline workflow for better productivity. Intégration rapide et facile à n’importe quel CRM. 0 Date: 2025-03-26. Apr 19, 2023 · MyPBX is CRM-friendly and supports for integration with popular CRM solutions with access to Asterisk Management Interface (AMI). Prerequisites • You have created a CRM application on HubSpot using a developer account. Flexible Integration Options of Your Choice. Integrate the power of Yeastar with Zoho and add advanced call handling functionality to your business CRM and other Zoho SaaS applications. This topic is intended to provide you with the requirements, key features, and terminologies related with the integrations. CRM Integration – FAQ. Integrating Yeastar VoIP PBX with xtelsio CTI Client; Integration with Yeastar S-Series VoIP PBX and SugarCRM; Integrating Yeastar S-Series VoIP PBX with OutCALL; Integration between PBXDom and Yeastar S-Series VoIP PBX; Integrate Asternic Call Center with Yeastar S series; Integrate FOP2 Control Panel with Yeastar S-Series IPPBX; Integrate Add a CRM Integration Template. CRM Integration; Custom CRM; About This Guide. This topic describes the requirements, key features, and terminologies related with the integration. You can disable the Salesforce CRM integration on Yeastar P-Series PBX System at any time when you want to pause the CRM integration. This topic provides answers to commonly asked questions about import and export. • Salesforce users can make or receive calls with their PBX extensions. Zoho Integration App is designed to facilitate quick integration between your Yeastar S-Series VoIP PBX and multiple Zoho applications. Prerequisites Odoo • Hosting type: Odoo Online • Edition: Odoo Enterprise • Version: Odoo 14. Yeastar P-Series Cloud Edition supports the integration with HubSpot CRM, which allows your HubSpot CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. More CRM support on S-Series VoIP PBX will be coming soon. Prerequisites • Make sure that the PBX can be accessed via Yeastar FQDN. With the integration of Zoho CRM (Free Edition), Yeastar P-Series Phone System enables powerful features including automated repetitive tasks, contextual conversations, and telephony capabilities. Free & One for All. Data Synchronization. HubSpot CRM integration for Yeastar P-Series Phone System helps your sales and support teams with better call handling and CRM experience. Yeastar P-Series Software Edition supports to integrate with Bitrix24 CRM, which allows Bitrix24 users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Zendesk By Yeastar · For Business UC & C Deliver emorable customer experiences and increase productivity by integrating your business phone system with Zendesk. Yeastar provides 2 flexible options, with integration settings and features available determined by your Zoho CRM Mar 26, 2025 · Zoho CRM Integration Guide Yeastar P-Series Appliance Edition Zoho CRM Integration Guide Version: 1. Learn more Yeastar P-Series PBX System supports the integration with HubSpot CRM, which allows your HubSpot CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. I Centralini Yeastar sono compatibili con il CRM e supportano l’integrazione con le più popolari soluzioni CRM con l’accesso all’Asterisk Management Interface (AMI). Yeastar P-Series Phone System offers 2 flexible options for Zoho CRM users, with integration settings and features available determined by your Zoho CRM edition. Yeastar P-Series Software Edition supports to integrate with Salesforce CRM, which allows your Salesforce CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. In this article, we tested with Yeastar S100 and SugarCRM 6. Yeastar P-Series Cloud Edition supports to integrate with Salesforce CRM, which allows your Salesforce CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. The open API allows third party application to be integrated with Yeastar IP-PBX. With VPN connection, you can set up multiple VPN clients to access Yeastar S-Series VoIP PBX securely. Yeastar P-Series Phone System provides seamless integration with Odoo to bring enterprise calling capabilities into your CRM system, automating call management, call logging, and contact synchronization for a streamlined workflow and maximized efficiency. Salesforce CRM Integration Guide | 2 - Set up Salesforce CRM Integration | 14 Result • The integration of Yeastar P-Series PBX System and Salesforce CRM is set up. After the integration, you can set up call journal to automatically log all the call activities to Odoo CRM when an associated user ends calls with CRM contacts. Key Features. Yeastar P-Series PBX System supports the integration with Odoo CRM, which allows your Odoo users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. You can disable the Salesforce CRM integration on Yeastar P-Series Software Edition at any time when you want to pause the CRM Set up Salesforce CRM Integration Integrate Yeastar P-Series Cloud Edition with Sales-force CRM This topic describes how to integrate Yeastar P-Series Cloud Edition with Salesforce CRM. Custom CRM Integration Template. The whole process is straight-forward and requires no license. Mar 26, 2025 · Set up Odoo CRM Integration Integrate Yeastar P-Series PBX System with Odoo CRM This topic describes how to integrate Yeastar P-Series PBX System with Odoo CRM. . Yeastar P-Series Software Edition supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Supported Zoho applications and features The Zoho Integration App is applicable to the following Zoho applications: • Zoho One: An all-in-one suite of Zoho applications designed to meet user‘s every busi Yeastar P-Series Cloud Edition supports to integrate with Salesforce CRM, which allows your Salesforce CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. This topic shows the usage of the key features that can be achieved after integrating Yeastar P-Series PBX System and Odoo CRM. Connection with SugarCRM and Yeastar S100 1. Integrate Yeastar P-Series Cloud Edition with CRM system to enable powerful integration functionalities, including click-to-call, call pop-up, contact & call record sync. Disable Salesforce CRM Integration. Yeastar P-Series Phone System for Zoho CRM integration allows every user to enjoy contextual conversations and efficient calls. Exportez, importez et gérez les modèles d’intégration. Yeastar P-Series Software Edition supports to integrate with a CRM via API, which allows your CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Software Edition. Yeastar P-Series Cloud Edition supports the integration with Odoo CRM, which allows your Odoo users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. The integration with Salesforce CRM supports various features for your business dealings, bringing great convenience and efficiency. , Zoho CRM, Salesforce) for reference, or build a custom template to connect your local CRM with the Yeastar P-Series Phone System. Yeastar P-Series Cloud Edition supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. Get the PBX authentication information • Step 2. Easily create your own integration using our CRM integration template. Zoho Integration Introduction Mar 26, 2025 · HubSpot CRM Integration Guide | 2 - Set up HubSpot CRM Integration | 9 Integrate Yeastar P-Series PBX System with HubSpot CRM This topic describes how to integrate Yeastar P-Series PBX System with HubSpot CRM. For more information about the configuration, see Configure Network for Remote Ac­ Yeastar P-Series PBX System supports to integrate with Bitrix24 CRM, which allows Bitrix24 users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Yeastar P-Series PBX System allows you to create and configure custom integration templates, which can be used to seamlessly integrate the PBX with a CRM system via API, enabling data exchange and synchronization. Contents Yeastar P-Series PBX System supports to integrate with Zoho CRM, which allows your Zoho CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. Yeastar IP-PBX is CRM-friendly and supports for integration with popular CRM solutions with access to Asterisk Management Interface (AMI). Before connecting SugarCRM and Yeastar 100, you need to enable AMI on the PBX. mmrsa ihfmh lfv fkxzmfv wpdowu wkuf khp aqw nasmz ptwrun jcfpkv trewpwabn fhbt ukcleh zyyx