If you do not have an ActivePBX acccount,
please contact our Sales team at: (866) 330-4678
Setup ActivePBX Integration
- Login to your my.activepbx.com account.
- Now click on the "Zoho Integration" link on the left sidebar. If missing, please contact our support team to enable it.
- Next click the green "Validate Credentials" button.
- Then login to your Zoho CRM account with your Zoho admin user's credentials.
- Please click the red "Accept" button.
- Now we will pull your Zoho CRM users. Click the blue "Pull Zoho Users" button at the top right.
- Next we will associate your Zoho CRM users with their extensions on the ActivePBX platform. Click the blue "Edit" button.
- 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.
- Now click the blue "Add" button.
- Finally click the grey "Close" button.