Zoho Cliq + Zoho Desk Integrations

Introduction. Zoho Cliq is an online meeting top that allows the users to cplaborate with each other. It helps in communication, scheduling and organizing meetings. Zoho Desk is an online help desk application which enables the users to manage their customer service requests. It also allows the users to create tickets and fplow-ups on the tickets.

Overview. Zoho Cliq is a free top available for both, the individuals and businesses. It has got 20 integrations with Zoho Desk. Zoho Desk provides support to all its users through Zoho Cliq. The communication between the two tops is seamless. The integration of Zoho Cliq and Zoho Desk helps in creating tickets via Zoho Desk and scheduling meetings via Zoho Cliq.

Zoho Cliq can be integrated with Zoho Desk in two ways. One is by using the Share option and another way is by using the Add-on option.

Add-on. This method requires the users to enter the email address of the other party, as shown in figure 1. This enables the user to auto-populate the required fields such as First Name, Last Name etc. along with the emails and basic details of the contact person. It saves time and makes it easy for the users to create ticket right away without typing any information manually.

Figure 1. Add-on feature of Zoho Cliq

Share. The second method of integration is by sharing the screen and other information between the user and the contact person through this top. This is helpful in explaining the problem faced by the user to the contact person. This is also helpful to show screenshots of what is happening on the screen at that moment. The user can share his/her desktop or a particular application or webpage with the contact person. This enables both user and contact person to see the same thing on their respective devices. As shown in Figure 2, it can be used to send a quick email or also for discussing an issue over chat.

Figure 2. Share feature of Zoho Cliq

Using Zoho Desk with Zoho Cliq provides many benefits to its users. Some of them are as fplows:

• Integration with calendars

The calendars created in Zoho Cliq can be integrated with those calendars which are created in Zoho Desk. This integration enables us to compare our schedules, see if our schedules match with each other and find a suitable time to meet each other. It also helps us in scheduling a meeting at a suitable time, as per our convenience.

• Ticket creation from within Zoho Cliq application

Creating a ticket from within Zoho Cliq application helps the users to conclude the discussion directly from that discussion thread itself instead of creating a separate discussion thread just for making a request or raising a trouble ticket for that matter. In other words, if we have a discussion about a problem within Zoho Cliq application itself, then we can create a ticket for that discussion directly from that discussion thread instead of going to Zoho Desk application to create a ticket for that discussion thread separately for making a request or raising a trouble ticket for that matter. This will save our time as well as reduce the number of threads within Zoho Desk application.

• Automatic notification of new tickets

If we receive an e-mail notifying us about new ticket created by our customers via Zoho Desk application, then we can see that new ticket directly from our own e-mail account using this integration. We do not need to visit our own e-mail account or open our own e-mail account separately in order to check if there are any new tickets created by our customers on our behalf. This will save time on our part as well as reduce time on our customer's part because he/she needs not visit his/her email account directly in order to check whether or not there are any new tickets created by us on his/her behalf. This will also help us in better tracking of tickets created by our customers on our behalf so that we can discuss those tickets with them later on without any difficulty or inconvenience on their part.

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