Extension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
Operating a business necessitates complete management of all individual units in order to achieve smooth operations. Working with a CRM solution and handling support-related tickets are two critical units that must work together for a successful outcome.
In this post, we'll look at how you can use an extension to integrate Zoho Desk with Zoho CRM and track desk tickets from within your CRM. Consider a scenario where the contacts present in Zoho CRM have tickets in Zoho Desk associated with different products offered. Now, if those tickets appear as a related list in every contact, it's easier for sales representatives to keep track from within the CRM itself.
Creating a connector for Zoho Desk and adding connector APIs
- Create a new connector in your extension for Zoho Desk using the Connectors feature under Utilities in the left panel of the Zoho Developer console.
- Note: Zoho Desk follows OAuth2.0 protocols for authentication. You can refer to this post to understand the steps to register Zoho Desk and retrieve your client credentials.
The connector details for our example are:
Request Token URL | |
Access Token URL | |
Refresh Token URL | |
Revoke Token URL | |
Scopes | Desk.tickets.READ,Desk.basic.READ,Desk.contacts.READ,Desk.events.ALL,Desk.settings.READ,Desk.search.READ,Desk.tickets.READ |
- Add the necessary connector APIs for your functionality. Please refer to the Zoho Desk REST API guide for details.
The Zoho Desk REST APIs added for our example are mentioned below.
Connector API Name | Method type | URL |
Get tickets by contact | GET | https://desk.zoho.com/api/v1/contacts/${contactid}/tickets |
Search Contacts | GET | https://desk.zoho.com/api/v1/contacts/search?limit=1&email=${email} |
Note: You can refer to this post to understand the detailed steps involved in creating a connector, adding the connector APIs, and associating it with the extension.
Creating a related list and associating a custom related list function to it
- Create a related list called "Desk Tickets" using the Related Details feature available in the Components section of the Zoho Developer console, then associate a custom function to perform the desired action.
- Note: In order to store the organization ID of the desk portal from which the tickets are to be fetched, a CRM variable is created named 'Orgid'. The value for the variable will be entered by the user during extension installation.
Desk tickets function code snippet
//Retrieving the record details and storing the email value response = zoho.crm.getRecordById("Contacts",contact.get("Contacts.ID").toLong()); Email = response.get("Email"); orgid = zoho.crm.getOrgVariable("xxx__Orgid"); dynamic_map = Map(); dynamic_map.put("email",Email); dynamic_map.put("orgid",orgid); /*Invoking the search desk contacts api by passing the email id value retrieved from the get records*/ resp = zoho.crm.invokeConnector("xxx.desk.searchcontacts",dynamic_map); responsedata = resp.get("response"); data = responsedata.get("data"); //Fetching the id of the desk contact for each value in data { id = value.get("id"); } dynamic_map = Map(); orgid = zoho.crm.getOrgVariable("xxx__Orgid"); dynamic_map.put("contactid",id); dynamic_map.put("orgid",orgid); //Invoking the get tickets by contacts api by passing the contact id value retrieved resp1 = zoho.crm.invokeConnector("xxx.desk.getticketsbycontact",dynamic_map); responsedata1 = resp1.get("response"); data1 = responsedata1.get("data"); resp = ""; count = 1; //constructing the record for related list recordsXmlStr = "<record>"; for each value in data1 { recordsXmlStr = recordsXmlStr + "<row no='" + count + "'>"; weburl = value.get("webUrl"); ticketNumber = value.get("ticketNumber"); recordsXmlStr = recordsXmlStr + "<FL val='Associated ticket list' link=\"true\" url='" + weburl + "'>" + value.get("subject") + "- #" + ticketNumber + "</FL>"; recordsXmlStr = recordsXmlStr + "<FL val='Status'>" + value.get("status") + "</FL>"; recordsXmlStr = recordsXmlStr + "</row>"; count = count + 1; } recordsXmlStr = recordsXmlStr + "</record>"; resp = resp + recordsXmlStr; return resp; |
- The above code snippet retrieves the current CRM contact record details, from which the email address value is fetched and stored
- This email address is then passed along with the value of the CRM variable 'Orgid' to the search desk contacts API, which retrieves the contact ID of the customer associated with that email address
- The retrieved contact ID is passed to the get tickets by contact API, which returns a list of all available tickets for that customer
- Now that we have seen the functionality and code, let's see a sample output of how this works.
- Enter the org ID value during installation.
- Go to a Zoho CRM contact's detail page. Choose the related list 'Desk Tickets.'
- The ticket details, such as subject and status, are populated
- The ticket subject is also hyperlinked, redirecting to the ticket details page, so that the sales representative can easily keep track of available tickets and their status
This way you can integrate Zoho CRM with Zoho Desk and the functionality can be enhanced based on your business requirements. We hope you find this information useful. Keep following this space for more tips and recommendations.
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