Zoho Desk to SimPRO is a SyncEzy extension that enhances the existing CRM-SimPRO integration. This extension creates quotes and jobs from your Zoho Desk tickets. The details of the ticket, customer, and site are transferred from Zoho CRM to SimPRO.
This integration can only be used with an associated SyncEzy account and a paid access to a SyncEzy ZOHO CRM integration.
Please contact us on sales@syncezy.com to get pricing and setup your integration account to use this integration.
Key Features:
Transfer Zoho Desk tickets to simPRO Job or Quote. Transfer all ticket information, to private notes, auto lookup Customer / Sites and contacts.
Create a New QUOTE or Convert quote to a JOB in simPRO. Link ticket to an existing job or quote in simPRO.
Auto lookup and connect tickets to parent customers. Create new site or link Jobs / Quotes to default sites
Optimal and suggested use for those subscribed to SyncEzy's Zoho CRM-SimPRO integration.
We had quite a few custom requirements we needed for our integration to accommodate how we needed our data structured and This particular integration did a great job at achieving that. It allowed us to create Service Quotes/Jobs in SimPRO from customer, or internally submitted desk tickets. Huge fan of how it pulls conversation history from desk into Activity log of SimPRO.
The Simpro ZOHO Desk integration has been a game-changer for our operations! As a company that relies heavily on both Simpro and ZOHO Desk, this integration has streamlined our workflows and significantly improved our efficiency.
This has drastically reduced the time spent on manual data entry and allowed our team to focus on more critical tasks.
The best part for us is the link between where it links the simpro Job URL to the ticket and the ZOHO desk URL in the Simpro Job / Quote Activity Notes.
We are API integration experts and have built tons of integrations between SAAS applications and ZOHO CRM. We would love to help with your integration.
With a team of certified professionals experienced across various SAAS platforms, we are sure to help you for your next integration.
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Hello,
I would recommend you to try Zoho Desk to SimPRO (CRM integration users). It would add a lot more value to your Desk account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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