You read that title right. You can now integrate Zoho Desk with Salesforce, and pull in a whole lot of customer context to boost your customer service efforts. This helps bring your sales and customer support teams closer together, without having to wait around for updates, or even switch applications!
The integration, authenticated with OAuth, allows for one-way or two-way sync of customer data. Customer information gets pulled in from Salesforce, and can be updated either in bulk or periodically (triggered every 15 minutes). With the two-way sync, customer and account information from Desk flows into Salesforce as well.
The interface displays relevant information in a handy panel to the left of every ticket. You can see customer and account information from Salesforce, along with all activity associated with it. Calls in Salesforce will get listed under the contact's Tasks tab, within the Salesforce panel.
In compliance with GDPR, all this information comes with role-based permissions that can be set while configuring the integration, or at a later stage.
No matter what applications you use, we at Zoho Desk believe in giving you a way to bring that context into your help desk. We hope the integration with Salesforce enriches your customer service efforts.
Team Zoho Desk