Zoho integration concern

[Maynard]

Hi im just new in the zoho crm + 3cx integration , I just want to ask . We have the pay as you go plan purchase, already set up the 3cx trunk with twilio. In setting up the zoho integration the document : https://www.3cx.com/docs/pbx-crm-integration-zoho/
Step 2 is a not making any sense . because we can only see this in our admin console
no pop up and there is no field to put the api key and secrets to connect with zoho. if im missing any step. Please point me to the right direction please

 

[Maynard]

can anyone help me with setting up integration ? i already generated the client api and secret in the zoho crm. Do we need to upgrade our 3cx license ?

 

[edossantos_sipcaller]

You're trying to configure the client side integration, that's not what's described in the guide. The recommended way is using the server side approach. That is configured in Admin > Integrations > CRM:


Check if your user has access to this, because it seems you can only see the client side settings.

 

[edossantos_sipcaller]

Ah, I understand now, you're using SMB, which doesn't have server side CRM integrations. If you want to use this you need to go to Professional. Otherwise use client side, but it's quite limited, it will just run a phone number search in your CRM.