Zoho CRM for Zoho Desk

Integrate with Zoho CRM to provide context-aware customer service.

Built for: Desk Developed by: Zoho Corporation
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Customer support and sales teams are on your company's frontlines, driving significant customer interactions every day. To deliver a great customer experience, your teams need to be on the same page. The Zoho CRM extension for Zoho Desk gives your sales and support teams a holistic view of your customers by maintaining a single customer and product database, which is always in sync. This allows you to more effectively cross-sell, send timely responses, and retain unhappy customers, while significantly improving your support team's capability.

Key Features:

  • Maintain a unified database of customer and product information using two-way sync for contacts, accounts, and products, along with custom data fields.
  • View customer information from Zoho CRM, like potentials, notes, and activities in the same window as the support ticket, contact, or account.
  • Prioritize and work on tickets based on their customer types in the Handshake Mode.
  • Control access to your CRM customer database, using profile-based permissions.

Tags

Deployment type Built-in integrations
Published date Dec 28, 2020
Version 1.0
Category Sales
Pricing Free
Vendor Website

Compatible Editions

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

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