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Freshdesk + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Zoho CRM

  • No code
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  • Lightning Fast Setup
About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

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

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Best ways to Integrate Freshdesk + Zoho CRM

  • Freshdesk Zoho CRM

    Freshdesk + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Freshdesk Zoho CRM

    Freshdesk + Zoho CRM

    Create/Update Contact to Zoho CRM from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Freshdesk Zoho CRM

    Freshdesk + Zoho CRM

    Create Module Entry to Zoho CRM from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Zoho CRM Create Module Entry
  • Freshdesk Zoho CRM

    Freshdesk + Zoho CRM

    Add Attachment in Zoho CRM when New Contact is created in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Zoho CRM Add Attachment
  • Freshdesk Zoho CRM

    Freshdesk + Zoho CRM

    Create/Update Lead to Zoho CRM from New Ticket in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Ticket
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Freshdesk {{item.actionAppName}}

    Freshdesk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Freshdesk & Zoho CRM Integrations Work

  1. Step 1: Choose Freshdesk 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 CRM 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 Freshdesk to Zoho CRM.

    (2 minutes)

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

Integration of Freshdesk and Zoho CRM

To start with, I will say that Freshdesk was founded in 2010 and Zoho CRM was founded in 1996. Freshdesk is a SaaS company providing customer support software to its customers and Zoho CRM is a SaaS company providing customer relationship management software to its customers. Freshdesk has been used by more than 80000 companies worldwide and Zoho CRM has been used by more than 1 million companies worldwide. We can say that both of them are very popular in their respective fields.

Now let’s talk about the integration of Freshdesk and Zoho CRM. Integration of these two products is somewhat easy. First of all, the integration process should be started with both the products being side by side on the screen. There are several ways of doing this. You can either use your web browser or you can use any third party applications like Chrome extension.

The next step is to visit https://www.zohocrm.com/api/welcome as it is the link to API for Zoho CRM. At this point, you need to fill out your API keys and click on the “Create a connection” button. Next step is to click on the “yes, continue” button on the Zoho pop up and then click on “Link a Zoho Account” on Freshdesk pop up. This would take you to the login page for your zoho account. Once you enter your credentials for zoho account, you would be able to see an option for adding your account in Zoho CRM.

Similarly, if you want to integrate Zoho CRM into Freshdesk, you need to create an API connection at first and then you need to get the API key from Zoho CRM and paste it in Freshdesk. After this step, go to “Integrations” section on Freshdesk dashboard and select “Zoho CRM”. The next step is to enter your data like type of integration, integration name, business name and then click on “Create” button.

Now let’s start talking about the benefits of integrating Freshdesk with Zoho CRM. One of the major benefits of integrating these two products is that it will help you manage your customer requests at one place and provide better customer service experience. Suppose there is a user who has purchased a product from your store and he wants to return it because of some reasons, then he will have to send a request for returning the product through an email or through a feedback form present in your website or through any other channel like social media or telephone. So if you have integrated Freshdesk with Zoho CRM, then all customer requests will be automatically forwarded to Zoho CRM where customer will be asked for his address and other details about the product that he wants to return and then based on customer details, you can decide whether to accept or reject his request which means that customer would not have to send multiple emails or fill out multiple forms regarding the same thing. This would save your time and you would be able to provide better customer service experience to him.

Another benefit of integrating Freshdesk with Zoho CRM is that your sales team would be able to read all the past customer requests directly from their computers and they would not have to carry around paper files with them all the time because everything is already stored in the computer. This would ultimately help them increase their productivity because they will not have to waste their valuable time looking for documents.

To conclude, we can say that integration between Freshdesk and Zoho CRM is a great idea because it would help you manage customer requests at one place and provide better customer service experience to your customers. This integration would save your time and resources so that you could focus on more important things like making money for your business.

The process to integrate Freshdesk and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.