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Frequently Asked Questions >
Integration Questions >
How can I integrate my Yay.com phone system with Zoho CRM?
Q.

How can I integrate my Yay.com phone system with Zoho CRM?

A.

Yay.com offers lots of integrations to enhance your business telephony solution - one of which is Zoho CRM!

 

ZOHO CRM is widely accredited and can help to improve a businesses productivity, efficiency and eventually effectiveness. You can make use of the Yay features such as Click to Dial, to instantly make calls at the click of a mouse, or review all of a customers interaction with you, via instantaneous call logging. 

 

As well as this, to aid all the corners of your business you can synchronise your contacts between Yay and Zoho CRM, for seamless transitions when new customers or suppliers are added. 

 

To get going with Zoho CRM just follow the few steps below: 

 

 

Step 1

 

Navigating to integration in Yay.com dashboard

In the Yay dashboard, go to Your Account > Integrations. Select "Install integration" and then choose Zoho CRM. 

 

 

Step 2

 

Logging in to Hubspot to integrate the CRM

Log in to your Zoho CRM account, or via Google/other IDP's too. If you don't have a Zoho CRM account yet, you can create one here too. 

 

 

Step 3

Allowing permissions for Zoho CRM integration

After logging in to Zoho CRM, simply accept to allow Zoho to pass your Data to Yay.com, so we can integrate completely.  

 

 

Step 4

 

Complete the Integration with the Zoho CRM

Once here, you can ask Zoho to integrate with a pre-existing phonebook or create a new one. You can also choose to allow two-way contact sync, as well as making the phone book private. 

 

 

Step 5

 

Selecting Capsule permissions from the Yay dashboard

Once confirmed, you'll go back to the Yay.com Integrations page in Yay.com, with the Integration ready to go! You can change your settings here too if required. 

To make the most out of Zoho CRM, you'll want to install the Yay.com click-to-dial chrome extension! This will allow you to call contacts with a single click. We have an FAQ on setting up Zoho Click to Call

Zoho CRM integration is an Enterprise or Flying High feature of Yay.com, and you can view all of our available plans on the Compare Plans Page.

 

If you need any further help today, please don't hesitate to contact our friendly support team!

Yay.com FAQ
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ISO 27001 Business Continuity Accreditation ISO 22301 Business Continuity Accreditation Cyber Essentials Certificate of Assurance G-Cloud accredited by the Crown Commercial Service