Sync products with their associated contacts and accounts across CRM and Desk

Sync products with their associated contacts and accounts across CRM and Desk

Hello everyone,

A two-way sync between Products and Contacts/Accounts can be performed during CRM and Desk integration. It allows both sales and support teams to get the necessary details about the product when a support ticket is raised or during post purchase interaction.

During integration the admins can choose whether only the product information from Zoho CRM should be synced with Desk or both Contact and Account information should also be sync along with product.



Points to note:
  1. Product and contact/account synchronization must be configured with Two-way Sync to synchronize product-customer associations.
  2. Also sync the product's customer (contact and account) associations checkbox must be selected under product sync done under CRM integration page.
Kindly refer to the help doc for more details: Integrating Zoho Desk with Zoho CRM - Syncing Products Module

Availability

DCs:  All Data Centers (DCs).
Edition: Standard and above.

PM: @Ashok G 

Regards,
Velantina V
Desk | User Education