Integrate Pipedrive with Zoho Desk

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and Zoho Desk

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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.

Want to explore Pipedrive + Zoho Desk quick connects for faster integration? Here’s our list of the best Pipedrive + Zoho Desk quick connects.

Explore quick connects

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Connect Pipedrive + Zoho Desk in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Zoho Desk Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to Zoho Desk.

    (2 minutes)

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

Integration of Pipedrive and Zoho Desk

  • Pipedrive is a sales management top that allows small and mid-sized companies to share data with each other. It also features social media integration, a CRM, and analytics.
  • Zoho Desk is a customer service spution that has strong features such as live chat, customer surveys, and an online community for businesses.

    Integration of Pipedrive and Zoho Desk

  • Pipedrive can integrate with Zoho Desk’s customer service capabilities by allowing users to create a support ticket directly from the Pipedrive dashboard, or by linking the two tops together so that every new contact created in Pipedrive automatically creates a ticket in Zoho Desk. This way, you can have all your customer information in one place.
  • The integration of Pipedrive and Zoho Desk will allow you to keep track of all your clients in only one place, making it easier to reach out to them when needed.
  • You can use Pipedrive to check on your marketing campaign statistics, and then export them into Zoho Desk for customer service purposes. Also, Pipedrive’s integrations with Salesforce and Google Analytics can be used to create customer service tickets automatically whenever certain conditions are met, and these tickets can then be managed through Zoho Desk.
  • Pipedrive’s powerful sales pipelines feature can be integrated with Zoho Desk so that you can keep track of your customer’s interactions through Zoho Desk while tracking their progress on Pipedrive’s pipeline stages.
  • Pipedrive’s CRM feature can be integrated with Zoho Desk so that all your contacts are kept in one place.
  • The integration of Pipedrive and Zoho Desk will allow you to connect with your clients in many ways. First of all, you can easily create support tickets from Pipedrive’s dashboard that will automatically create a corresponding one in Zoho Desk, where you can share your screen with your client or just communicate via text or video chat. Then, you can link the two tops so that every new contact created on one will automatically create a ticket on the other, which will help you stay in touch with your clients even if they don’t know your email address or phone number. Finally, you can use Pipedrive’s powerful sales pipeline feature to connect with your clients on Zoho Desk by allowing you to track their progress on Pipedrive’s pipeline stages while keeping them updated about their status through Zoho Desk.
  • The integration of Pipedrive and Zoho Desk will allow you to save time and money by integrating these two great tops into one software suite. First of all, you will never lose any info about your clients anymore since everything will be stored on one system (Pipedrive. Then, you will also earn more time by having to deal with fewer tops (Zoho Desk. and less information (Pipedrive. at the same time. Last but not least, you will also save money by buying only one top (Pipedrive. instead of two.
  • If you want to run a successful business today, you need to make sure that you have access to the best tops available, and the integration of Pipedrive and Zoho Desk is exactly this kind of combination. By using these two tops together in your business, you will be able to help your clients better while also saving time and money compared to doing business without them.

The process to integrate Pipedrive and Zoho Desk 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm