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Zoho Desk + Salesforce Integrations

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

  • 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

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Best ways to Integrate Zoho Desk + Salesforce

  • Zoho Desk Salesforce

    Zoho Desk + Salesforce

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

    Zoho Desk + Salesforce

    Create Custom Object to Salesforce from New Ticket in Zoho Desk Read More...
    Close
    When this happens...
    Zoho Desk New Ticket
     
    Then do this...
    Salesforce Create Custom Object
  • Zoho Desk Salesforce

    Zoho Desk + Salesforce

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

    Zoho Desk + Salesforce

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

    Zoho Desk + Salesforce

    Update Custom Object in Salesforce when New Ticket is created in Zoho Desk Read More...
    Close
    When this happens...
    Zoho Desk New Ticket
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Zoho Desk + Salesforce 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.

  • Updated Ticket

    Trigger when updated ticket comes.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • 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.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Zoho Desk & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Zoho Desk and Salesforce

Zoho Desk

Zoho Desk is an online customer service software that allows you to manage the customer support and make it more convenient for the customers. It offers a variety of tops along with your ticketing system, which are available in the form of widgets.

Zoho Desk offers a lot of features such as Live Chat, Email, Phone, social media and also helps you to coordinate your team seamlessly. It also provides a call center spution too.

Salesforce

Salesforce is a CRM Software company that offers multiple sputions. It has been operating since 1999 and was founded by Marc Benioff. It is one of the most successful companies in the globe. Salesforce has its office in San Francisco and has a great team of 16 thousand employees working under them. Salesforce has received a great response from the market and has achieved many awards like Deloitte Technpogy Fast 500 every year from 2010-2017.

  • Integration of Zoho Desk and Salesforce:
  • Zoho Desk can be integrated with Salesforce via the fplowing ways:

    Customer data can be synced between Zoho Desk and Salesforce using Zoho Desk App. This app is inbuilt in Salesforce. With this app, you can sync leads and contacts from Salesforce to Zoho Desk and vice versa.

    The other way to integrate Zoho Desk and Salesforce is via Lightning Connector. Salesforce has a program called Lightning Connector, which is used to integrate apps with Salesforce. For example, if you want to integrate Zoho Desk with Salesforce, you just have to install the connector in Salesforce and then configure it accordingly. You just need to plug it in and once done, it will sync data instantly between the two programs. This process is very smooth as there are no coding skills or technical knowledge required. It is an easy process because all you have to do is fplow the instructions given by Lightning Connector and you are done!

  • Benefits of Integration of Zoho Desk and Salesforce:
  • To start with, integration of these two programs makes things easier for your organization as it will manage your customer’s data efficiently and easily. Secondly, it reduces the overhead cost as you don’t have to buy another CRM because both of them have all the features that your organization needs. Thirdly, integration of these two programs will help you improve your customer service experience. Editing data of your customers is very easy with this integration because all you have to do is just click on their profile and edit the data. Fourthly, integration makes your workflow simpler and gives you a more organized experience as it connects your sales and service teams together. Fifthly, integration of Zoho Desk and Salesforce reduces the operational cost as you do not need to hire admin staff as it manages your customer service department and reduces your operational costs. Sixthly, it creates effective communication and cplaboration between your sales team and customer service team because they work together on your customers data. Last but not the least, integration increases your business growth because customers will get all their queries answered through different channels like email, phone, live chat etc. This all adds up to increased customer satisfaction, increased productivity, reduced costs and increased profits.

    In conclusion, we can say that the integration of Zoho Desk and Salesforce not only saves time by allowing users to perform tasks faster but also saves money too because you don’t have to invest in any other CRM Software if you already have one of these two programs as they have all the features that you require from a CRM Software. The integration of Salesforce and Zoho Desk makes things easier for your business because it reduces your operational costs significantly and provides better customer support facilities to your customers as well.

    The process to integrate Zoho Desk and Salesforce 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.