Let your apps converse with each other, seamlessly.
Let's face it, managing a customer service operation is a mammoth task. Tickets come in from multiple channels and cater to different departments. The customer service team acts as a liaison to coordinate with internal teams and close tickets as quickly as possible. To add to this, most organizations use a variety of software for their internal functions like sales and engineering, creating a complicated web of apps. This calls for a universal connector that can integrate your customer service software with other tools. Zoho Desk's integration with Zapier helps you do just that.
With Zapier, your apps can interact with one another to share important data efficiently. Cover all your bases, and channels too. Zapier lets you automate manual tasks such as converting emails or social media posts into tickets. Send replies, add comments, and create contacts within Zoho Desk using data from your CRM, project management software, or any other relevant tool. With Zapier, managing your everyday functions becomes a lot simpler, so you can focus on meeting deadlines and delivering prompt customer service.
How it all works:
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Select the two apps you'd like to connect.
Let's take Slack and Zoho Desk as an example.
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Decide on a workflow that you'd like to automate.
Your company has a Slack channel with all your sales and support reps. To ensure that your sales team is clued-in on support tickets, you want a message to be sent on the channel every time a ticket is created within Zoho Desk.
Based on this workflow, choose an appropriate 'trigger'.
In this use-case, you'd select the trigger 'Every time a ticket is created' in Zoho Desk.
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Choose a subsequent action in the connecting application.
Here, the action you want to select is 'Send Channel Message' in Slack.
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And finally, hit 'Connect Zoho Desk and Slack' to activate your connection.
You've now created a custom Zap between Zoho Desk and Slack.
When mapping data from Zoho Desk to another software, you can set the following triggers:
When mapping data from another software to Zoho Desk, you can set the following actions:
This integration can change the way you interact with other applications and enable faster, better, automated workflows within Zoho Desk. So, what are you waiting for? Try it out!
Cheers,
Team Zoho Desk
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