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Connecting to Zoho
Connect Zoho CRM with your MaxoTel account to enhance the productivity of your business, enabling Click to Dial, Call Popups, and automatic Call Logging!
A Zoho CRM account and a MaxoTel Hosted PBX account is required to continue
Summary
- Sign in to Zoho CRM and choose "MaxoTel" under Settings -> Channels -> Telephony and press
and select 
- Log into MaxoTel My Account Portal (https://my.maxo.com.au/) and choose "Zoho CRM" under Hosted PBX -> Apps & Integrations
- Click Connect to Zoho and you will be redirected to Zoho CRM to sign in.
- Click
to accept the Phone Bridge integration, and be redirected back to the My Account Portal - In the MaxoTel My Account Portal, click Retrieve Users from Zoho
- Map each relevant extension to a Zoho user and press
- You're done!
Step by Step
Sign into Zoho CRM
- Press the Settings Cog in the top right corner
- Click the Telephony link under Channels
- Select MaxoTel from the list, or use the
to search "MaxoTel"
- Press the button, click All Users and then
again
Log into MaxoTel My Account Portal
- Log into https://my.maxo.com.au/ and click Hosted PBX -> Apps & Integrations
- Select from the list and click Connect to Zoho
Enter your Sign In information, and then click
to accept the Phone Bridge integration
- In https://my.maxo.com.au/, click Retrieve Users from Zoho
- Map each relevant extension to a Zoho user and press
You're done! You can customise some other options, or just begin calling to take advantage of the rich new features available to your business!
Date created: Feb 1, 2022
Last modified: Feb 1, 2022
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