# Integrate Cloud Voice with Zoho CRM via PhoneBridge Zoho's PhoneBridge platform lets you connect Cloud Voice to Zoho's CRM (Customer Relationship Management) product straight from the CRM's Telephony marketplace, without registering your own API (Application Programming Interface) credentials. This page covers the full setup: installing the connector app in Zoho, authorizing it from your Cloud Voice system, and mapping CRM users to extensions so calls flow between the two products. ## Requirements Before you start, confirm that both sides meet the following. **Cloud Voice** - Plan: Enterprise Plan (EP) or Ultimate Plan (UP). - Firmware: version 84.18.0.102 or later. **Zoho CRM** - A Standard, Professional, Enterprise, or Ultimate CRM edition, or CRM Plus. :::note This integration works only with the Zoho CRM application. Other Zoho products, such as Zoho Mail or Zoho Recruit, are not supported. ::: ## Before you begin - Sign in with a Zoho account that has administrator privileges. - Verify that your Zoho account is hosted in one of the supported data centers: - US: `https://accounts.zoho.com/` - Europe: `https://accounts.zoho.eu/` - India: `https://accounts.zoho.in/` - Australia: `https://accounts.zoho.com.au/` - China: `https://accounts.zoho.com.cn` :::note Not sure which region hosts your account? Zoho's [Know Your Datacenter](https://www.zoho.com/know-your-datacenter.html) tool will tell you. If your account lives in a data center that isn't listed above, use the [API-based Zoho CRM integration](/pbx/integrations/zoho/integrate-cloud-voice-with-zoho-crm/) instead. ::: ## Step 1. Install the Cloud Voice app from the Zoho Telephony marketplace 1. Sign in to Zoho as an administrator and go to **Setup > Channels > Telephony**. ![Path through the Zoho Setup menu to the Telephony channel](/images/pbx/setup-to-telephony.png) 2. On the Telephony Marketplace page, search for **Cloud Voice**. ![Cloud Voice, the connector listing returned by a telephony marketplace search](/images/pbx/zoho-telephony-yeastar.png) 3. Open the listing and click **Install**. ![Cloud Voice, the marketplace listing with the Install button](/images/pbx/zoho-telephony-install.png) 4. In the dialog that appears, choose which Zoho users may use the integration, then click **Install**. ![Cloud Voice, the user access dialog shown during install](/images/pbx/zoho-setup-all-users.png) - **All Users**: gives every Zoho user access to the [integration features](/pbx/integrations/zoho/zoho-crm-integration-guide/#zoho-crm-overview__dl_exm_w52_zcc). - **Specific Users**: lets you pick exactly which Zoho users can use the [integration features](/pbx/integrations/zoho/zoho-crm-integration-guide/#zoho-crm-overview__dl_exm_w52_zcc). :::note Only active users whose profile grants the Zoho PhoneBridge permission can be linked to an extension. To review or change a profile's permissions, go to **Setup > Security Control > Profiles**. ![The profile permissions view in Zoho Security Control](/images/pbx/crm-view-permission.png) ::: The app is now installed. :::tip To change which Zoho users can access the integration later, open the Cloud Voice app in Zoho and click **Modify**. ![Cloud Voice, the Modify option for adjusting user access after install](/images/pbx/zoho-manage-users.png) ::: ## Step 2. Authorize the integration from Cloud Voice :::caution Stay signed in to your Zoho account for the whole of this step. Do not log out until authentication finishes. ::: 1. Sign in to the Cloud Voice management portal and go to **Integrations > CRM > Zoho**, then select **Zoho Paid Edition**. ![The Zoho CRM option under the Cloud Voice Integrations menu](/images/pbx/pbx-crm-zoho.png) 2. Fill in the **Settings** section, then click **Save**. ![Cloud Voice, the Homepage URL and Account Server Address settings for Zoho](/images/pbx/zoho-account-server-url-pce.png) - **Homepage URL**: confirm your Cloud Voice system's domain name. - **Account Server Address**: choose the Zoho data center URL that matches the region where your account is registered. 3. On the authorization page, review the access the app is requesting, tick the disclaimer checkbox, and click **Accept**. ![Cloud Voice, the Zoho authorization screen listing the requested access](/images/pbx/confirm-info-zoho-account.png) Cloud Voice finishes authenticating on its own. A window then reports the result. ![A window confirming that Zoho authentication succeeded](/images/pbx/zoho-authentication.png) ## Step 3. Link extensions to Zoho users 1. On the CRM integration page, click the refresh icon ![Refresh](/images/pbx/refresh-icon.png) next to **Zoho User** to pull in the current list of Zoho CRM users. ![Cloud Voice, the table used to pair Zoho users with extensions](/images/pbx/associate-extension.png) 2. Pair each Zoho user with a Cloud Voice extension using whichever method fits your setup. **Match automatically** If a user's Zoho account and their Cloud Voice extension share the same email address, Cloud Voice can pair them for you. 1. Click **Associate Automatically**. 2. In the confirmation window, click **OK**. 3. Click **Save**. **Match manually** If a user's Zoho account and extension use different email addresses, link them by hand. 1. In the **Extension** drop-down next to the Zoho user, pick that user's Cloud Voice extension. 2. Click **Save**. ## Result - Cloud Voice and Zoho CRM are now connected. - Linked Zoho users can place and answer calls on their Cloud Voice extensions. ## What to do next - [Set up contact synchronization from Zoho CRM](/pbx/integrations/zoho/set-up-contact-synchronization-with-zoho-crm/) - [Set up lead or contact creation for Zoho CRM](/pbx/integrations/zoho/set-up-automatic-lead-or-contact-creation-for-zoho-crm/) - [Set up call journal to Zoho CRM](/pbx/integrations/zoho/enable-play-call-recording-in-zoho-crm/)