CRM Integration Overview
Use the CRM Integration app to enable communication between your hosted PBX and your customer relationship management system. The CRM Integration app checks for user activity in your hosted PBX and then stores the current information in your CRM systems such as Zoho.
- Enable CRM integration for users
- Activate integration to multiple CRM platforms
Access CRM Integration
- Log in to Hosted PBX.
- Select CRM Integration from the Your Apps page.
NOTE: If you can't see CRM Integration in "Your Apps", go to the App Exchange and select it from all applications. Use the slider to enable it and click save. If you cannot select it, check with IP Telecom if this app is available for your account.