Table 129: Zohocrm Settings - Grandstream Networks UCM6510 User Manual

1. Select "ZohoCRM (v2 API)" from the CRM System Dropdown in order to use ZohoCRM.
Note: Zoho CRM (legacy v1 API) will no longer be supported after 2019. Please use Zoho CRM
(v2 API).
CRM System
CRM Server Address
Add Unknown Number
Contact Lookups
Once settings on admin access are configured:
2. Click on
3. Logout from admin access.
4. Login to the UCM as user and navigate under "User PortalValue-added FeatureCRM User
Settings".
Click on "Enable CRM" and enter the username/password associated with the CRM account then click on
. The status will change from "Logged Out" to "Logged In". User can start then
and
using ZohoCRM features.

Table 129: ZohoCRM Settings

Select CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (legacy v1 API),
ZohoCRM (v2 API), Salesforce or ACT! CRM.
Select Zoho CRM URL from the list. Available options are:

https://www.zohoapis.com

https://www.zohoapis.com.cn

https://www.zohoapis.eu
Add the new number to this module if it cannot be found in the
selected module.
Select from the "Available" list of lookups and press
select where the UCM can perform the lookups on the CRM tables,
Leads, Accounts, and Contacts.
and .
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