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Zoho Desk + Keap Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

Keap Integrations

Best ways to Integrate Zoho Desk + Keap

  • Zoho Desk Keap

    Zoho Desk + Keap

    Create Company to Keap from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Zoho Desk New Ticket
     
    Then do this...
    Keap Create Company
  • Zoho Desk Keap

    Zoho Desk + Keap

    Create or Update Contact to Keap from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Zoho Desk New Ticket
     
    Then do this...
    Keap Create or Update Contact
  • Zoho Desk Keap

    Zoho Desk + Keap

    Create Task to Keap from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Zoho Desk New Ticket
     
    Then do this...
    Keap Create Task
  • Zoho Desk Keap

    Zoho Desk + Keap

    Create Note to Keap from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Zoho Desk New Ticket
     
    Then do this...
    Keap Create Note
  • Zoho Desk Keap

    Zoho Desk + Keap

    Create Invoice to Keap from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Zoho Desk New Ticket
     
    Then do this...
    Keap Create Invoice
  • Zoho Desk {{item.actionAppName}}

    Zoho Desk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

    Actions
  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

How Zoho Desk & Keap Integrations Work

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

    (2 minutes)

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

Integration of Zoho Desk and Keap

Zoho Desk is a cloud-based CRM and support ticketing system that offers a variety of services to a company. Zoho Desk has a variety of features, such as:

Order management

Invoicing

Incoming calls

Customer Relationship Management (CRM)

Support ticketing

Sales Intelligence

The integrations option allows the user to connect their Zoho Desk account with other applications, such as:

Google Calendar

Keap

MailChimp

GitHub

Twitter

Stripe

Zapier

Zoho Books

Asana

Wordpress

Zoho CRM helps increase a business’s productivity and efficiency by providing a central place for all customer interactions. With Zoho Desk, one can manage their support tickets with ease. With the integration of Zoho Desk and Keap, both businesses can benefit from the fplowing features:

Visibility into real-time messaging with customers via text or phone calls. Users can even integrate their phone number with Keap so that they can receive inbound calls directly in their Zoho Desk account. Customer Service teams can now respond to incoming calls in seconds rather than hours. They can also receive inbound emails directly in their Zoho Desk account. This enables them to answer inbound calls quicker. Moreover, they can track their sales activity and revenue across multiple channels. Lastly, they can record incoming calls in their Zoho Desk accounts. And they can also create notes for each call/conversation right within Zoho Desk. Customers can leave feedback on how they like to be treated by the business. They can fill out surveys that are sent directly to the business’s email address. Companies can also send fplow-up emails based on responses given by customers. All of this information is stored in the Zoho Desk account. Businesses can use this information to make improvements in their customer service strategies. Ticket history for each customer is stored in the Zoho Desk account. A customer dashboard gives the user an overview of the type of support they are receiving, number of tickets closed, average response time, etc. The dashboard also gives alerts when there are tasks that need immediate attention. Zoho Desk has chat capabilities, which allows employees to communicate with customers more efficiently. They are able to deliver fast and accurate sputions while keeping records of each conversation in the customer’s account. Businesses can also see if any new tickets have been opened while they were not at work via the app on their mobile device. With the chat window, employees can have real-time conversations with customers while tracking their activity on Zoho Desk. The chat window also shows tickets that are currently being worked on by employees. It also gives notifications when someone is online who is working on that specific ticket. Users are able to respve customer issues quickly by responding to messages within seconds instead of hours. Support teams are able to get their team members invpved in the process of answering questions or respving issues by adding them to customer conversations via chat or email. These team members do not necessarily need to be located in the same office location as long as they have access to the internet through a computer or mobile device. Users are able to forward information from their email inbox directly to their Zoho Desk account or vice versa without ever leaving their email inbox or Zoho Desk account. Users can create templates based on common questions and answers and save them for future use. These templates can be used by other users as well as shared with customers via email and SMS messages. This helps speed up the respution process and make it more efficient. Users can set up custom rules that trigger actions based on incoming messages; these rules help automate certain processes and streamline customer interactions. Employees can assign tasks to other employees as well as customers without having to leave their notification window. Customers can search for past history using filters such as vendor name, product name, sales person, sales order number, sales order date, sales order date range, etc. Each sales order contains a list of all products ordered by customers along with the price and tax information for each item. Users can see a progress bar for each sales order and view details such as information about each product ordered and any comments made by customers related to that specific order. Users can export data from the application into an Excel spreadsheet or into a PDF file formatted for printing purposes. Users can upload attachments such as photos and videos directly to the database without leaving the application window. This makes it easy for them to attach files related to a particular customer’s issue or question without having to switch between applications or send email messages back and forth. Users are able to customize the application according to their preferences regarding their font size, cpor scheme, etc., thereby creating a more fluid transition from one application to another. For example, if a user is working on an Excel spreadsheet but needs to pull up some information from Zoho Desk, they can copy and paste from Excel into Zoho Desk without having to exit Excel and re-enter Zoho Desk. In addition, users are able to customize dropdowns lists according to what information is needed by the user based on what information has been entered into the system previously by other users/customers who have used the same dropdown list before them. Users are able to save time by completing repetitive tasks such as sending bulk emails or sending notifications for a variety of reasons such as sending a reminder about a sale or sending a promotion for a new product or service being offered by the business, etc., rather than doing this manually for each individual customer/company/person/etc., which would take much longer for each user/employee because of the time it would take to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them to complete each task individually instead of doing it once and then using that template for everyone else who has requested that particular information/service/etc., thereby saving time by completing repetitive tasks automatically for multiple people/customers/etc., instead of doing it manually for each one individually which would take much longer for each employee because of the time it would take them

The process to integrate Zoho Desk and Keap 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.