Maxotel

Connecting to Zoho

Official Zoho Logo - Branding Kit

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

  1. Sign in to Zoho CRM and choose "MaxoTel" under Settings -> Channels -> Telephony and press Install and select all users
  2. Log into MaxoTel My Account Portal (https://my.maxo.com.au/) and choose "Zoho CRM" under Hosted PBX -> Apps & Integrations
  3. Click Connect to Zoho and you will be redirected to Zoho CRM to sign in.
  4. Click Accept to accept the Phone Bridge integration, and be redirected back to the My Account Portal
  5. In the MaxoTel My Account Portal, click Retrieve Users from Zoho
  6. Map each relevant extension to a Zoho user and press
  7. You're done!


Step by Step

Sign into Zoho CRM

  1. Press the Settings Cog in the top right corner


  2. Click the Telephony link under Channels


  3. Select MaxoTel from the list, or use the to search "MaxoTel"
  4. Press the Install button, click All Users and then again

Log into MaxoTel My Account Portal

  1. Log into https://my.maxo.com.au/ and click Hosted PBX -> Apps & Integrations


  2. Select zoho from the list and click Connect to Zoho


  3. Enter your Sign In information, and then click Accept to accept the Phone Bridge integration

  4. In https://my.maxo.com.au/, click Retrieve Users from Zoho


  5. 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!