Register Your Account with Zoho

1. Obtain Callback URI: Register your system's callback URI with Zoho. This URI is typically in the format:

   arduino
   Copy code
   https://yourdomain.vantactpbx.com/zoho_token.htm
   

   Replace yourdomain with your actual Vantact Cloud PBX domain.

2. Zoho Client ID and Client Secret: After registering your domain, Zoho will provide you with a Client ID and Client Secret.

Configure Vantact Cloud PBX

1. Log into Vantact Portal: Visit https://portal.vantact.com and log in with your credentials.

2. Navigate to CRM Settings:

   • Click on the PHONE SYSTEM tab.
   • Select Manage PBX.
   • Go to Settings for your domain.

3. Enter Zoho Credentials:

   • In the CRM section, select Zoho as the CRM.
   • Enter the Client ID and Client Secret obtained from Zoho.
   • Save the settings.

Obtain OAuth Token (Connecting to Zoho)

1. User Authorization:

   • In the user portal of the PBX, under Settings, navigate to the CRM section.
   • Choose Zoho as the CRM and click on Get Auth Code.

2. Authenticate with Zoho:

   • A new window will open prompting you to enter your Zoho username and password.
   • After authentication, grant permission for the Vantact Cloud PBX to integrate with Zoho by clicking Accept.

3. Confirmation:

   • The pop-up window will close, and the button next to Get Auth Code should change from a red "x" to a green checkmark, indicating successful integration with Zoho CRM.

Benefits of Integration

• Automatic Call Logging: Calls (start time, duration, caller's name if in contacts, associated account) are logged automatically in Zoho CRM.
• Pop-up Notifications: Agents receive pop-up notifications for incoming calls and can log call details immediately or later.
• Enhanced Efficiency: Streamlines call management and CRM data integration, improving workflow and customer service.

By following these steps, you can effectively integrate Vantact Cloud PBX with Zoho CRM, leveraging the benefits of enhanced call management and CRM integration capabilities.