{"id":399,"date":"2016-09-07T16:53:32","date_gmt":"2016-09-07T11:23:32","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=399"},"modified":"2024-07-26T09:43:47","modified_gmt":"2024-07-26T09:43:47","slug":"cti-integration-of-zoho-crm-with-elastix","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/cti-integration-of-zoho-crm-with-elastix\/","title":{"rendered":"CTI Integration of Zoho CRM with Elastix"},"content":{"rendered":"<p>If your company is planning to use Zoho CRM for Call Center you can consider the\u00c2\u00a0Computer Telephony Integration (CTI) with Zoho CRM. In this post we are discussing a case of Zoho CRM CTI integration with\u00c2\u00a0Elastix Server and\u00c2\u00a0Synway Gateway.<\/p>\n<p>CTI is desktop based functionality that helps the users to interact with customers more efficiently by integrating telephony with software.\u00c2\u00a0Zoho phonebridge in Zoho CRM\u00c2\u00a0is used to integrate telephones with computer.<!--more--><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 ez-toc-wrap-left-text counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.dhruvsoft.com\/blog\/cti-integration-of-zoho-crm-with-elastix\/#Essentials_to_integrate_CTI_with_Zoho_CRM\" >Essentials to integrate CTI with Zoho CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.dhruvsoft.com\/blog\/cti-integration-of-zoho-crm-with-elastix\/#Step_by_step_Procedure_to_Set_Up_CTI_for_Zoho_CRM\" >Step by step Procedure to Set Up CTI for Zoho CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.dhruvsoft.com\/blog\/cti-integration-of-zoho-crm-with-elastix\/#ImportantA_things_to_remember\" >Important\u00c2\u00a0things to remember<\/a><\/li><\/ul><\/nav><\/div>\n<h4><span class=\"ez-toc-section\" id=\"Essentials_to_integrate_CTI_with_Zoho_CRM\"><\/span>Essentials to integrate CTI with Zoho CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li>To integrate zoho crm with telephony system there are some requirements\n<ul>\n<li><strong>IP PBX (Internet Protocol Private Branch Exchange):<\/strong>\u00c2\u00a0IP PBX is a telephone system within the company used to switch calls between the company users with unique extensions. In our example we have used &#8220;Elastix Server&#8221;<\/li>\n<li><strong>VOIP (Voice Over Internet Protocol) Gateway:<\/strong>\u00c2\u00a0VOIP is to enable voice communication through internet protocol (IP) between two endpoints. In our example we have used &#8220;Synway Gateway&#8221;<\/li>\n<li>Router<\/li>\n<li>Telephone lines<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Step_by_step_Procedure_to_Set_Up_CTI_for_Zoho_CRM\"><\/span>Step by step Procedure to Set Up CTI for Zoho CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>In this post we are giving setup instructions for Elastix server and Synway VOIP Gateway.<\/p>\n<ul>\n<li>First download and extract the file ZohoCRM_CTI_Adapter_1_1_for_Elastix1_6.This file can be downloaded by logging in to zoho crm org.<\/li>\n<li>Now open zoho\/ztiadapter\/conf\/zti.properties file and enter you org\u00e2\u20ac&#x2122;s phonebridge Token if already generated and save the file .Otherwise generate a new phonebridge Token\n<ul>\n<li>i.e authtoken = your org\u00e2\u20ac&#x2122;s phonebridge<\/li>\n<\/ul>\n<\/li>\n<li>Now open zoho\/ztiadapter\/teleadapters\/elastix16\/conf\/elastix16.properties and enter your elastix server ip address,elastix username and password and save the file.\n<ul>\n<li>Asterisk.server = your elastix server ip address.<\/li>\n<li>Asterisk.manager.username = your elastix server username.<\/li>\n<li>Asterisk.manager.password = your elastix server password<\/li>\n<\/ul>\n<\/li>\n<li>Now run the file named run.sh on the elastix server then you will see \u00e2\u20ac\u0153appending output to \u00e2\u20ac\u00a6\u00e2\u20ac\u009d<\/li>\n<\/ul>\n<p>This is all about settings from zoho side. Now let us see the schematic diagram of the connection between router, voip gateway, elastix server, and telephone line.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-401\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2016\/09\/CTI-ZOHO-CRM.png\" alt=\"CTI Integration ZOHO CRM\" width=\"800\" height=\"600\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2016\/09\/CTI-ZOHO-CRM.png 800w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2016\/09\/CTI-ZOHO-CRM-300x225.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2016\/09\/CTI-ZOHO-CRM-768x576.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"ImportantA_things_to_remember\"><\/span>Important\u00c2\u00a0things to remember<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li>To Access and run files on elastix server use putty terminal emulator.<\/li>\n<li>Elastix server,Voip Gateway and computers\/Desktops should be connected to a common router\/network<\/li>\n<li>Extension configuration is separately done on the elastix server which provides a unique extension for each softphone or telephone line.Every computer\/Desktop should have a softphone configured with an extension<\/li>\n<li>To connect elastix and voip gateway some settings as per the requirement to be done in voip gateway<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>If your company is planning to use Zoho CRM for Call Center you can consider the\u00c2\u00a0Computer Telephony Integration (CTI) with Zoho CRM. In this post we are discussing a case of Zoho CRM CTI integration with\u00c2\u00a0Elastix Server and\u00c2\u00a0Synway Gateway. CTI is desktop based functionality that helps the users to interact with customers more efficiently by [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[119,54],"tags":[173],"class_list":["post-399","post","type-post","status-publish","format-standard","hentry","category-integration","category-zoho-crm","tag-cti-integration","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/399","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=399"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/399\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=399"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=399"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}