Sync your Products Module for better context.
In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.
Some things to note when syncing the two:
- Two types of sync are available: one-way or two-way sync. Note that the records created within Zoho CRM are considered the Master records, and these will be populated within Desk.
- Products can be associated with departments, and users can choose which department they wish to sync.
- The Product Sync is independent of the Accounts and Contacts Sync. You can choose to enable both, neither, or either one without affecting the other.
To learn more about enabling this sync please refer to the section titled 'Step 3 - Syncing Products' in this help article.
Some of you have asked for this enhancement specifically; we hope it helps. And to everyone else, try it out!
Happy ticketing!
Cheers,
Team Zoho Desk
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