vlanit.com · Zoho CRM integration

VLANit PBX for Zoho CRM

The integration VLANit PBX for Zoho CRM connects your VLANit phone system to your Zoho CRM. Every call is logged on the right record, with its recording, and missed calls become call-back tasks.

Get started How it connects

Get started books a short call with us. This page asks for nothing.

What you get in Zoho CRM

Where	What appears
Calls	One call per phone call: inbound, outbound or missed; its length; the agent as owner; the company number, the extension and the outcome.
The record that holds the number	The call is linked to the contact (and its open deal or account) or to the lead.
Voice Recording on the call	Zoho’s player for the recording. The audio plays from your phone system.
Notes on the call	“Play the recording”, the way in from the Zoho CRM mobile app.
Tasks	One call-back task per missed caller, updated on repeat attempts and closed when your team reaches them.
Leads	A new lead for a number found in no record (you can switch this off).

Before you connect

Your VLANit phone system is installed and running. We map each extension to a Zoho user and each company number to the user who owns its missed calls: send us the list of users with their extensions.
Zoho CRM Standard or higher. Click-to-call needs Enterprise or Ultimate.
One Zoho user with full rights approves the connection. A dedicated integration user is best: the connection keeps working when staff change.
Your data centre: the address you sign in at (crm.zoho.com, .eu, .in, .ae, .sa, .com.au and others).

Connect

We send you a one-time connection link, valid for 15 minutes.
Open it in the browser where the full-rights user is signed in to Zoho CRM.
Zoho shows the access VLANit asks for (below). Choose your organisation and accept.
The page answers “Connected”. Make a test call: it appears in Calls within a minute.

Click-to-call (Enterprise and Ultimate)

We add a “Call (VLANit)” button to the record pages you choose. A click rings the agent’s phone, then the customer’s. A refused click shows the reason, for example “No extension is mapped to your CRM user”.

Common questions

A call is missing. Calls appear within a minute. A call between two extensions is internal and is not logged. Write to us with the time of the call.
The call went to the wrong person. The owner is the user mapped to the extension that answered. Send us the corrected list.
No recording on a call. Calls are recorded only where your phone system records them; the link appears a few seconds after the call ends.
The recording does not play. It plays from your phone system. If the system is offline, try again later or write to us.
Many leads from spam numbers. We add the numbers to your ignore list, or switch new-number leads to inbound only or off.
Russian. Call subjects, task titles and messages are available in Russian on request.

Access VLANit asks for, and why

Zoho scope	Used for
Calls: create, read, update	Logging each call and adding its recording
Leads: create, read	Finding callers and creating leads for new numbers
Contacts, Accounts, Deals: read	Finding the record that holds a number
Tasks: create, read, update	Call-back tasks for missed calls
Notes: create, read, update	The recording link note
Attachments: create, read	A recording link where an organisation keeps links as attachments
COQL, users, organisation, field settings: read	Number search, the extension map, checking the organisation
Contacts: create (only if you choose it)	New numbers as contacts instead of leads

We store no Zoho password, only the access token Zoho issues to us, and it is kept encrypted.

Disconnect

Revoke VLANit’s access in your Zoho account, or ask us. Our access ends at once. We then delete the stored connection, and on request the call details the connector holds for a phone number; our relay’s copies are deleted within 30 days. Calls, tasks, notes and leads already written stay in your Zoho CRM.

Your data and the price

The call data belongs to your company; VLANit processes it for you, on its server in the UAE. Call audio stays on your phone system; Zoho gets a signed link that can be revoked. Every connection over the internet is encrypted. What the integration handles and how long it keeps it: privacy notice, CRM connectors. Terms: VLANit PBX License Agreement.

The integration works with a VLANit phone system. Its price is on vlanit.com/pricing.

Help

Write to support@vlanit.com. Tell us your Zoho CRM organisation and, for a single call, its date and time and the last digits of the number.

Support hours: Monday to Friday, 09:30 to 17:00 Dubai time (GMT+4). We answer within one business day.

Publisher: VLANIT FOR INFORMATION TECHNOLOGY, Abu Dhabi freelancer licence CN-6843231, Abu Dhabi, United Arab Emirates. VLANit is its brand. VLANit is not affiliated with Zoho; Zoho CRM is a trademark of its owner.