Ask the Experts 22: Scale up your customer support with integrations & extensibility
Hello everyone!
The foundation is set.
Build the beams. Raise the pillars. Set the walls.
The Zoho Desk architecture stands tall.
Let's discuss integration within Zoho Desk, extensions from the Marketplace, creating connections between Zoho Desk and other applications, and all the features available in the Developer Space.
Join us in this text-based discussion: share your experiences on building and using the extensions for your service, creating integrations, and expanding the capabilities within Zoho Desk.
Talk with us about the successes, hurdles, and opportunities you've discovered while working with API calls, marketplace holders, and integrating tools like CRM, chats, or calls.
This episode focuses on:
- Building and using marketplace/custom extensions
- Exploring the Developer Space
- Working with APIs and marketplace holders
- Integrating with third-party tools under categories like agent productivity, telephony, sales, and projects
- Real-world use cases to amplify your customer support
Whether you're coding custom functions or simply trying to streamline integrations, this is your chance to ask questions, share experiences, and get live insights from experts and fellow users around the globe.
Get the conversation going
Start conversing in the comments below this post. You can write about your use cases, your experiences, queries, and challenges relating to integrations, extensions, connections, functions, APIs, and webhooks in Zoho Desk.
This is a text-based discussion. Drop your questions in the comments. Our experts will respond to you right here.
No registration required.
No registration required.
Let’s explore how to turn Zoho Desk into a powerhouse for your support team!
You won't want to miss this: Here's some news for Ring Central users and the ones exploring on integrations:
We've got special guests from RingCentral this time.
We're excited to bring to you two special guests from RingCentral, Matthew Ludwig, Senior Solutions Engineer and Luis Vargas, Partnerships Manager, as panelists.
Make the most of this opportunity to bring your questions and get clarifications about integrating RingCentral with Zoho Desk. They are here to help you make the walk with RingCentral simpler for you.
Matthew Ludwig
Make the most of this opportunity to bring your questions and get clarifications about integrating RingCentral with Zoho Desk. They are here to help you make the walk with RingCentral simpler for you.
Matthew Ludwig
Matthew Ludwig, a Senior Solutions Engineer has been with RingCentral for nearly nine years. He solves business challenges to improve outcomes for major clients and is a global subject matter expert for CRM integrations like Zoho.
Luis Vargas
Luis Vargas, Partnerships Manager has been with RingCentral for over three years, driving growth through strategic partnerships. After leading top-performing SDR teams, he now manages alliances with major franchise networks, associations and integration partners.
Get ready to meet the experts from Zoho Desk and RingCentral at this month's Ask the Experts session.
We've got the spotlight on
Integrations and extensions in Zoho Desk
| |
31 July 2025, Thursday | 8:30 AM – 4:30 PM GMT |
2:00 PM – 10:00 PM IST | |
10:30 AM – 6:30 PM CEST | |
2:30 PM – 8:30 PM GST | |
6:30 PM – 2:30 AM AEST | |
1:30 AM – 9:30 AM PST | |
Experts on this topic will be live during this time slot and will respond to your questions in the comments section below this post.
Like all of our previous episodes, we look forward to having an engaging conversation with you. Get started by posting your questions; Like & Follow this post to receive notifications and stay updated on the latest activities.
We'll be looking forward to hearing from you during the session.
Lydia | Zoho Desk
Lydia | Zoho Desk
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Lydia | Zoho Desk
Elbin Savio
Alexandra Cojocaru
HR
Larry
Sticky Posts
Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices
Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer anyAsk the Experts 7: A 5-hour online Q&A on Telephony and Call Module
Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.Ask the Experts 5: Online Q&A on Zoho Desk Extensibility
Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.Ask the Experts 4: A 5 hour online Q&A on agent productivity
Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.Ask the Experts 3: A 5 hour online Q&A on reports and dashboards
Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Why Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to StaticCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesWorkflow rule only allows 10 workflow per module
Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,IF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destinationCRM Percent custom fields: When will it show the % symbol and behave like %?
1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the dataFree Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures
Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. JoinAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourEditing the Ticket Properties column
This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this"Total Hours" on Employee Attendance Report
I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break andFixed assets in Zoho One?
Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, MattIntegration with...
Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from moreGenerate leads from instagram
hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to leadAdding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionalityCreate case via email
Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email. I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staffNeed a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful ThanksLocked Notebook
Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothingUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createHide fields only for creation
Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I knowIssues with Zoho Sheet in Mac
I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App StoreWeekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generatedCan I write a check in Zoho Books with no associated bill?
This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply.OpenAPI Specs are just plain wrong
The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec toAbout Meetings (Events module)
I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where theCustom Footer – Zoho Writer Document
Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pagesReport grouping
I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. WhatSocial Media Simplified with Zoho Social: Preview your Instagram grid before posting
For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your postsSpreadsheet View click & focus issue in Arabic (RTL) localization
Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.VAT rates - exempt and out of scope
Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. WhenHow to loop through Multiple Upload and Display Actual File Name
I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but eachabou arattai
I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.Overlapping Reports in Dashboards
It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be goodLooking back at Zoho Calendar in 2025
Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving andThere was an error while connecting to GSTN
I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"Zoho Books Extension: What Happens If Custom Fields Already Exist?
When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,Internal Server Error (500) When Attempting to View Banking Transactions
I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.How do I add a blank line to the Organisation Address Format?
I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.Automatic Invoice Number generation for createRecord
Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.Adding number of days to an estimate.
I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks JBooks Api: listing expenses created after certain dates
Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?Why can't we change the Account type from an Expense to an Asset?
Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to assetNext Page