PBX Bridge for Zoho by Xcomm

Installing the PBX Bridge for Zoho Extension

You will be able to find the Xcomm PBX Bridge in the Zoho Marketplace:

PBX Bridge for Xoho b Xcomm

After installation, get in touch with your Xcomm account manager to begin the configuration:

Contact Xcomm to get started

Once we’ve begun the setup on your account, you’ll receive an activation code by email. Clicking this link will bring you to the following page:

PBX Bridge for Zoho. Click this link to activate.

Once you click Accept, you will be redirected to the following confirmation page:

PBX Bridge for Zoho. Once you click Accept, you will be redirected to the following confirmation page

Your Xcomm PBX is now authorised against your Zoho account – we’ll take care of the rest of the integration process on your behalf.

Using the PBX Bridge for Zoho extension

Once the integration has been fully configured, you’ll see items with an associated phone number within the Zoho system now have a Call option next to the number:

PBX Bridge for Zoho: Once the integration has been fully configured, you'll see items with an associated phone number within the Zoho system now have a Call option next to the number

When is selected, or an incoming call is presented, the following popup will appear, displaying all relevant information from the Zoho CRM:

PBX Bridge for Zoho: When  is selected, or an incoming call is presented, the following popup will appear, displaying all relevant information from the Zoho CRM:

For the currently active call, an overview is shown at the bottom right of your screen, to allow to you add notes and optional follow-up actions to this call:

Calls made and received via your Xcomm PBX through Zoho will be available under the Calls section within Zoho:

Clicking a call within the history list will bring up full call detail for the selected call, including the following data:

Get started with PBX Bridge for Zoho

For additional help and support, contact Xcomm at helpdesk@xcomm.co.uk or by calling 03333 447 090.

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