Integrate ActivePBX with Zoho CRM Natively

If you do not have an ActivePBX acccount,
please contact our Sales team at: (866) 330-4678

Setup ActivePBX Integration

  1. Authorize ActivePBX
  2. Associate ActivePBX users with Zoho CRM Users

Step 1: Authorize ActivePBX

  1. Login to your account.
  2. Now click on the "Zoho Integration" link on the left sidebar. If missing, please contact our support team to enable it.
  3. Next click the green "Validate Credentials" button.
  4. Then login to your Zoho CRM account with your Zoho admin user's credentials.
  5. Please click the red "Accept" button.

Step 2: Associate ActivePBX users with Zoho CRM Users

  1. Now we will pull your Zoho CRM users. Click the blue "Pull Zoho Users" button at the top right.
  2. Next we will associate your Zoho CRM users with their extensions on the ActivePBX platform. Click the blue "Edit" button.
  3. Then you will click "Yes" to enable the integration status. Click the drop down menu and select the matching extension to the Zoho user your are pairing.
  4. Now click the blue "Add" button.
  5. Finally click the grey "Close" button.
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