---
title: User Guide: Zoho CRM
slug: contact-center/user-guide-zoho-crm
docTags: 
createdAt: 2026-01-06T09:37:26.007Z
---

**Objective:** To successfully authorize the Ameyo application, configure your extension, and access the dialer interface within the Zoho CRM Toolbar.

## Instructions

### Step 1: Launch the Login Process

1. Navigate to your Zoho CRM Home screen.
2. Locate the **Ameyo Toolbar** on the right-hand side of the screen.
3. Click the blue **Login** button.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/NNF_bjR-9Q94BmK2k2cEz_image.png)

### Step 2: Authorize Services

1. A pop-up window will appear for authorization.
2. Select your organization/profile (e.g., **CRMUser**).
3. Click **Submit**.

Selecr the organisation profile if there are multiple

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/gm7Fdq1Rzbse89Wd_llkV_image.png)

### Step 3: Grant Permissions

1. The system will request access to your Zoho Account data.
2. Click the blue **Accept** button. The pop-up will close automatically.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/wgsdBsWn1duIXW-onD-zv_image.png)

### Step 4: Select Campaign

1. Back in the Toolbar, a campaign list will load.
2. Check the box next to your assigned campaign (e.g., **Daha\_crm\_outbound**).
3. Click the arrow icon to proceed.



![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/06SuAcd4B7NYxcLjs8wcv_image.png)

### Step 5: Configure Extension

1. **Select an option:** Choose your extension profile if webRtc is not enabled
2. **Phone Number:** Enter the phone number for this session only if webRtc is not enabled.
3. Click the arrow/submit button.

### Step 6: Toolbar Active State

1. You are now successfully logged in.
2. The Toolbar displays your current status (e.g., **Available**) and call statistics.
3. You can now use the dialer input box to initiate calls.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/Z_ys6z6G2dkoN4gWSzK2z_image.png)

## Managing  Calls via Ameyo Toolbar

**Objective:** Learn how to dial numbers, manage active calls, and correctly dispose of call records after hanging up using the Ameyo Toolbar in Zoho CRM.

### Step 1: Call Handling

Ensure your status in the Toolbar is set to **Available for auto Calls**.

**Scenario A: Initiating an Outbound Call**

1. **Enter Number:** In the Toolbar input field, type the customer's phone number (e.g., 9999999999).
2. **Dial:** Click the green **Call** button.
3. **Connect:** Your extension will trigger to connect the audio line.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/mAlGEc51f3ivdVJhgIlvI_image.png)

**Scenario B: Receiving an Inbound Call**

1. **Notification:** When a call arrives, your extension (webRtc / phone) will get a call.
2. **Answer:** Accept the call via your extension or the answer button on the Toolbar (if configured).
3. **CRM Pop-up:** The CRM will automatically pull up the customer's record if the phone number matches an existing Lead or Contact.

**During the Call & Termination**

1. **Active State:** While talking, the Toolbar status updates to indicate you are "Busy" or "On Call."
2. **End Call:** To finish the conversation, click the red **Hangup** button on the Toolbar or the end-call button on your softphone.
3. **Post-Call:** Proceed immediately to the **Disposition** window to categorize the call



![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/sRGCxHYQ2M9gSFxWCKD9K_image.png)

### Step 3: Associate Contact Record

1. Immediately after the call ends, a **"Select Contact"** pop-up may appear if the number matches a record in Zoho CRM.
2. Confirm the correct Lead or Contact is selected.
3. Click **View** to open the customer's record details or **Cancel** to proceed without viewing.



![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/d3j9YXEpsfC7KnelLTFmT_image.png)

### Step 5: Return to Available State

1. Once the disposition is saved, the Toolbar automatically resets.
2. Your status returns to **Available**, making you ready for the next call.
3. The **Calls Handled** counter will increment to reflect the completed call.