Salesforce CRM for Zoho Desk

Provide context-aware customer service for every ticket.

Built for: Desk Developed by: Zoho Corporation
  ( 0 )

The Salesforce CRM extension for Zoho Desk allows you to stay context-aware on customer tickets with two-way data sharing between both applications. It taps into your most important asset—customer information—to create a unified database. This means you can see a complete Salesforce customer profile next to their Zoho Desk ticket.

Key Features:

  • Maintain a unified database of customer and product information using two-way sync for contacts and accounts along with custom data fields. The sync can be set as bidirectional, or you can choose Salesforce CRM to be the master data source.
  • View customer information from Salesforce CRM (such as potentials, notes, and activities in the same window as the support ticket, contact, or account).
  • Control access to your CRM customer database using profile-based permissions.

Tags

Deployment type Built-in integrations
Published date Sep 16, 2021
Version 1.0
Category Sales & Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.