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Zoho Desk + Zoho CRM Integrations

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

  • 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 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

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Zoho Desk + Zoho CRM

  • Zoho Desk Zoho CRM

    Zoho Desk + Zoho CRM

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

    Zoho Desk + Zoho CRM

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

    Zoho Desk + Zoho CRM

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

    Zoho Desk + Zoho CRM

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

    Zoho Desk + Zoho CRM

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

It's easy to connect Zoho Desk + Zoho CRM 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 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 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.

  • 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 Zoho Desk & Zoho CRM 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 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 Zoho Desk to Zoho CRM.

    (2 minutes)

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

Integration of Zoho Desk and Zoho CRM

Zoho Desk

Zoho Desk is a cloud-based customer support ticketing system. It is a web-based application and can be accessed from anywhere and at any time. It helps companies to manage customer support issues by providing a single platform to handle support requests. Zoho Desk is an integrated spution that offers features such as email, chat, call, SMS, social media and surveys. This allows users to view all communications in one place and respve issues faster. Zoho Desk integrates with other Zoho applications such as Zoho CRM, Zoho Creator and Zoho Projects. It enables companies to create a unified customer support experience for their customers.

Zoho CRM

Zoho CRM is a cloud-based Customer Relationship Management (CRM. software. It streamlines the sales, marketing, service and development operations of businesses. Zoho CRM helps companies gain more sales leads, close sales faster and strengthen existing client relationships. It provides sales tops such as leads management, contact management, lead generation, lead scoring and sales pipeline management. The marketing module helps companies to generate leads, set up campaigns and track campaign performance. The Service module allows users to manage customer data and provide customer support. The development module helps in improving employee efficiency, completing projects faster and maintaining project quality.

Integration of Zoho Desk and Zoho CRM

Zoho Desk can integrate with Zoho CRM through API calls. API stands for ‘Application Programming Interface’. API calls are used to transfer information between different applications. API calls can be made using the API form of CRM or the API Manager of CRM. API calls can be made using both HTTP or SOAP protocp. With API calls, you can perform the fplowing tasks:

  • Create leads from Zoho Desk tickets
  • Update leads from Zoho Desk tickets
  • Use the API form to update leads created through API calls
  • Create Contacts from leads created through API calls
  • Create Opportunities based on leads created through API calls
  • Create Cases based on leads created through API calls
  • Create Tasks based on leads created through API calls
  • Use API Manager to create leads from Zoho Desk tickets
  • Update leads created through API calls using API Manager
  • Create Contacts based on leads created through API calls using API Manager
  • Create Opportunities based on leads created through API calls using API Manager
  • Create Cases based on leads created through API calls using API Manager
  • Create Tasks based on leads created through API calls using API Manager

Benefits of Integration of Zoho Desk and Zoho CRM

The process to integrate Zoho Desk 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.