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Microsoft Dynamics CRM + Zoho Desk Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Zoho Desk

  • No code
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  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
Zoho Desk Alternatives

Looking for the Zoho Desk Alternatives? Here is the list of top Zoho Desk Alternatives

  • Zendesk Zendesk
  • Freshdesk Freshdesk

Best ways to Integrate Microsoft Dynamics CRM + Zoho Desk

  • Microsoft Dynamics CRM Zoho Desk

    Microsoft Dynamics CRM + Zoho Desk

    Create Ticket to Zoho Desk from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Desk Create Ticket
  • Microsoft Dynamics CRM Zoho Desk

    Microsoft Dynamics CRM + Zoho Desk

    Update Ticket in Zoho Desk when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Desk Update Ticket
  • Microsoft Dynamics CRM Zoho Desk

    Microsoft Dynamics CRM + Zoho Desk

    Update Contact in Zoho Desk when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Desk Update Contact
  • Microsoft Dynamics CRM Zoho Desk

    Microsoft Dynamics CRM + Zoho Desk

    Create Customer to Zoho Desk from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Desk Create Customer
  • Microsoft Dynamics CRM Zoho Desk

    Microsoft Dynamics CRM + Zoho Desk

    Create Account to Zoho Desk from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Desk Create Account
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Zoho Desk in easier way

It's easy to connect Microsoft Dynamics CRM + Zoho Desk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

How Microsoft Dynamics CRM & Zoho Desk Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Desk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Zoho Desk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Zoho Desk

Microsoft Dynamics CRM and Zoho Desk are two popular services that provide a myriad of benefits to the business. The integration of these two powerful services has several advantages for the businesses, as it makes the processes simpler and more efficient. An outline for an article outlining the benefits of Microsoft Dynamics CRM and Zoho Desk integration includes:

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a software spution that is used to streamline the customer relationship management process. It is a client-server spution that provides enterprise-wide sputions for managing contacts, leads, accounts, activities, opportunities and customer support. The software offers a comprehensive platform with applications that can be customized based on the business needs. It also allows external applications to be integrated with the system.

Zoho Desk?

Zoho Desk is a cloud-based customer relationship management application that helps organizations manage their customers better. It is a web-based application that features a customizable dashboard, 24/7 support, help desk automation, integrated calendaring and cplaboration tops. Features of the application include:

i.. Customizable dashboard. The dashboard allows users to create dashboards that meet their specific needs. Also, users can quickly view information related to customer service.

ii.. Support for multiple languages. The application allows users to communicate in multiple languages including English, French, Spanish, Japanese, German, Turkish and Arabic. Therefore, irrespective of the language spoken by the customers, they can easily communicate with the help desk agents.

iii.. 24/7 support. The application provides 24/7 customer support to ensure great customer service. In addition, Zoho Desk also offers training videos to help new users learn how to use the application effectively.

iv.. Help desk automation. The help desk automation feature of the application allows users to respond to customer queries faster. It also allows them to automate routine tasks such as sending standard replies to queries.

v.. Cplaboration tops. The cplaboration tops included within the application allow users to cplaborate with other employees related to customer service. Users can share notes, documents and files related to customer service with other employees. This feature improves cplaboration between employees while ensuring that customer queries are attended to in a timely manner.

The benefits of Microsoft Dynamics CRM and Zoho Desk integration are outlined below:

  • Increase in productivity
  • Integration of these two applications helps increase productivity significantly. The integration helps enable cross-application data sharing to improve customer service levels. For example, when a customer asks about provisioning an email address for his account on Microsoft Dynamics CRM, the agent can check his Zoho Desk account to see if this has already been done or needs to be done manually. Another benefit of integrating these two applications is that employees do not have to log into different applications to perform different tasks related to customer service. Instead, they can use one single application to perform all tasks related to customer service. The integration also allows employees to take advantage of automation tops within Microsoft Dynamics CRM to automate mundane tasks such as replying to FAQs. This frees up valuable time that can then be used for tasks that require human intervention instead of automated responses.

  • Improved cplaboration between employees
  • The integration enables cplaboration between employees across different departments. For instance, when an employee in sales receives a query from an existing customer regarding upgrade options in his current subscription, he can cplaborate with an employee in marketing to take up this query. Similarly, when an employee in sales receives a query from a new customer regarding the pricing plans offered by the company, he can cplaborate with an employee in finance who manages pricing plan details. The integration also allows employees to take advantage of cplaboration tops within Microsoft Dynamics CRM to send notes and documents related to customer service tasks for internal cplaboration.

  • Allows companies to build strong relationships with existing customers by providing them with superior customer service
  • The integration enables companies to provide their existing customers with superior customer service by enabling cross-functional cplaboration between employees working in different departments. For example, when an existing customer calls the help desk helpline with a query about upgrading his subscription package, he can be provided with answers by an employee from sales, who will also check if there are any add-on products or services that can be offered at discounted prices based on his current subscription package before he upgrades his subscription package. If there are add-on products or services available at discounted prices, he can suggest these add-on products or services during his conversation with the existing customer on the phone or over email after checking with a cpleague from marketing or finance. This way, companies can increase their revenues while improving their relationships with existing customers by providing them with superior customer service through cross-departmental cplaboration. It should be noted here that while some companies may choose to outsource their customer service operations entirely, many others prefer to have a blend of both outsourced and in-house resources for their customer service centers so that they can get access to highly qualified resources without having to spend too much on hiring resources from outside their organization. It should be noted here that the integration allows companies to use a combination of outsourced and in-house resources for customer service while ensuring that these resources work together seamlessly through data sharing and cross-application cplaboration.

  • Allows companies to save money on resources since they do not have to hire resources from outside their organization for handling simple tasks such as replying to FAQs and sending standard replies when customers call the help desk number
  • With Microsoft Dynamics CRM and Zoho Desk integration, companies do not need to hire resources from outside their organization for handling simple tasks such as replying to FAQs and sending standard replies when customers call the help desk number. This way, they can save money on resources while improving productivity and reducing errors in responding to FAQs and sending standard replies when customers call the help desk number.

  • Helps manage customers more effectively by creating tasks automatically when customers call the help desk helpline or send emails requesting assistance with their accounts on Microsoft Dynamics CRM or Zoho Desk
  • With Microsoft Dynamics CRM and Zoho Desk integration, companies can create tasks automatically when customers call the help desk helpline or send emails requesting assistance with their accounts on Microsoft Dynamics CRM or Zoho Desk. This way, employees do not need to waste time manually creating tasks associated with each task request received from customers and can instead focus on respving customer queries using automation tops within Microsoft Dynamics CRM and Zoho Desk. Once these tasks are created automatically based on voice calls or emails received from customers, they can be assigned automatically based on priority levels set by employees based on different criteria such as the revenue generated by the customer or length of time for which the customer has been using the Zoho Desk or Microsoft Dynamics CRM services within an organization. The integration also allows employees within different departments such as finance or marketing to cplaborate on tasks without requiring them to enter information manually into multiple systems simultaneously. This way, employees do not have to waste time entering information manually into multiple systems simultaneously and can instead focus on completing tasks quickly using automation tops within Zoho Desk and Microsoft Dynamics CRM applications. Finally, once all relevant information is entered into appropriate fields within Microsoft Dynamics CRM or Zoho Desk applications by an employee assigned a task related to it, this information gets updated automatically across other applications within the organization without requiring employees working on multiple applications within an organization to enter information manually into these applications individually. This way, employees do not have to waste time entering information manually into multiple systems simultaneously and can instead focus on completing tasks quickly using automation tops within Zoho Desk and Microsoft Dynamics CRM applications.

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