How can I integrate Zoho Desk with Zoho CRM for better customer support?
Integrating Zoho Desk with CRM creates a 360° customer view for sales and support teams:
Native Integration:
In CRM, go to Marketplace → Zoho → Zoho Desk and connect the same organization.
View Tickets in CRM:
Once integrated, CRM contacts and deals display related support tickets directly.
Automatic Ticket Creation:
You can create tickets from CRM and track status without switching apps.
Data Sync:
Customer details sync between both apps, eliminating duplicate entry.
Role-Based Permissions:
Control who can view and create tickets inside CRM.
Use Case Example:
A sales rep views a deal and sees that a pending support issue is blocking the renewal. They follow up with the support team from within CRM and resolve it faster.
This bridges the gap between customer-facing departments.
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