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I'm aware that Desk was initially developed to handle support communications processes where ticketing is needed. However, through many client deployments, my experience with Desk is that it can be effectively utilized for almost any communication process with clients, vendors or even internal ones for employees.

More and more of my clients are using Desk to communicate with vendors regarding purchase orders, bills, shipments, returns, services or product-related queries. With most of my clients, these vendors are tracked in the CRM. I know that this level of integration can currently be achieved with custom functions and the CRM Vendors could be categorized in the Desk Accounts module as vendors. This approach makes the initial setup and any future changes more complex.

I'm also aware that the Desk development team is working on developing the custom modules functionality which could be used for a custom Vendors module. Even when custom modules become available I think that it would be great if Zoho would consider implementing Vendors as a standard module in Desk and add it to the CRM integration as a built-in option.

I wanted to add this as an idea to the Zoho Desk community forum as the only post I found on this topic was submitted as a question by Renaud Laurent on the link below.


Hopefully, an idea topic will generate more support for this from the community.

Best regards,

Mladen Svraka
Zoho Certified Consultant and Advanced Partner


3 users like this idea.
4 Replies

Hello
,

Thank you for sharing your idea here. Yes, custom module support is already in development and I shall advance your suggestion to our product team the ability to integrate the custom modules with Zoho CRM.

Regards,
Ajith | Zoho Desk

Hi
, thanks for taking this idea to the product team.

As suggested in my initial comment please consider making the Vendors module a standard module. The integration between Zoho CRM and Zoho Books works on a similar level. It would great to tie Zoho Desk into this as well in the future with built-in integrations.

Best regards,

Mladen Svraka
Zoho Certified Consultant and Advanced Partner



  • 1 year ago

Noted, Mladen. Thank you again for the suggestion.


Regards,
Ash | Zoho Desk

Hi

,

Exciting news! We’re launching a custom-built extension to seamlessly sync custom modules between Zoho Desk and Zoho CRM. While native integration posed challenges, this solution effectively bridges the gap!

Currently in beta, this private extension supports one-way sync, transferring CRM module data into Desk. Due to technical constraints (like data looping), two-way sync isn’t available just yet.

Key Features:

  • Prevents duplicates by checking existing records (e.g., matching email addresses).
  • Offers customizable field mappings for accurate data transfer.

Interested in giving it a go? Drop us a line at support@zohodesk.com, and we’ll get it enabled for your portal!

Cheers,
Shivani | Zoho Desk

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