Tips & Tricks #04 De Top 10 Zoho Desk Integraties van 2021

Tips & Tricks #04 De Top 10 Zoho Desk Integraties van 2021



Beste Communityleden,

Om jullie te helpen bij het leveren van uitstekende klantenservice ervaringen en het opbouwen van langdurige klantrelaties, hebben we afgelopen jaar meer dan 200 integraties voor Zoho Desk op Zoho Marketplace gezet. De lijst met de top 10 meest populaire integraties voor Zoho Desk in 2021 delen we graag met jou!

Stel gebruikers in staat om met elkaar te discussiëren, samen te werken en hun producten te evalueren om perfectie te bereiken. Door afdelingen binnen Zoho Desk in kaart te brengen met gerelateerde projecten in Zoho Sprints, kunnen gebruikers werkitems voorleggen aan het relevante engineeringteam.

Het koppelen van contextuele tickets helpt je bij het bijhouden van de voortgang en het verzenden van snelle en consistente antwoorden. Maak een nieuwe subticket aan of selecteer een bestaande ticket om aan een hoofdticket te koppelen, kloon de inhoud van een ticket en koppel het aan een hoofdticket.

Verzamel de informatie die je nodig hebt om je klantenservice te verbeteren. Maak enquêtes en stuur ze op naar je klanten. Ontdek hoe je technische support medewerkers presteren, ontvang beoordelingen nadat elke aanvraag is afgesloten, en blijf verbeteren.

Een printvriendelijke versie van een klantticket is ideaal voor veldmedewerkers die een papieren ticket nodig hebben of als je een ticket in een ander systeem moet uploaden. Met de Print Ticket extensie voor Zoho Desk kun je een printvriendelijke kopie afdrukken van elk ticket met of zonder privégesprekken.

#5: 3CX
Configureer de medewerkers en hun bijbehorende 3CX extensies in Zoho Desk, zodat hun beantwoorde en gemiste oproepen worden toegevoegd als activiteiten in Zoho Desk. De Zoho Desk contactrecord wordt weergegeven wanneer je een inkomend gesprek ontvangt, alle beantwoorde en gemiste oproepen worden geregistreerd als gespreksactiviteiten.

Met de Google Calendar integratie voor Zoho Desk kun je agenda's en gebeurtenissen in Zoho Desk maken en synchroniseren met Google Calendar. Je kunt nu evenementen plannen, bewerken of annuleren in Google Calendar vanuit Zoho Desk.

Houd je vergaderingen, afspraken en andere belangrijke data bij. Met de Zoho Calendar integratie voor Zoho Desk kun je gebeurtenissen toevoegen aan een ticket en e-mail herinneringen instellen om je te helpen bij het onthouden van deze gebeurtenissen.

Hoe beter je de klant begrijpt, hoe beter je een klantrelatie kunt opbouwen. Bekijk belangrijke inzichten over je klanten direct naast hun tickets. Bekijk het totaal aantal open, in de wacht en gesloten tickets voor de contactpersoon, de tevredenheidsscore en meer.

Werk in realtime samen door met één klik een sessie op afstand te starten, rechtstreeks vanuit een Zoho Desk ticket. Deel de sessielink via vooraf geconfigureerde e-mailsjablonen om je klanten op afstand te helpen.

Ontvang tickets in Zoho Desk voor elk bericht van gebruikers en beantwoord ze direct vanuit Zoho Desk. Jouw antwoorden worden als bericht afgeleverd bij de gebruiker in het betreffende platform. MessageBird ondersteunt SMS, Telegram, WeChat, Line, en meer.

Welke integratie(s) gebruikt jouw bedrijf? Laat het ons weten in de reacties!

Met vriendelijke groet,


    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Doe mee aan de Zoho Desk Meetup op 7 maart in Antwerpen

                                                              Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup van Zoho Desk! Op 7 maart komen we bij elkaar in Antwerpen, samen met een klant en de Zoho Experts van Brainsolutions. Onze experts zullen een live demo presenteren en jouw vragen
                                                            • Doe mee aan de Zoho Desk Meetup op 16 Februari in Utrecht

                                                              Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup voor Zoho Desk! Op 16 februari komen we bij elkaar in Utrecht, samen met Fleetkennis en de Zoho Expert van Mobile XL. Onze experts zullen een live demo presenteren en jouw vragen
                                                            • Wat is er nieuw in Zoho Desk 2023

                                                              Beste Community leden, Hoeveel je ook van je klanten en je werk houdt, als klantenservice medewerker zul je zeker een aantal zware dagen tegenkomen. We hebben het dan over de dagen dat je een paar keer op de snooze-knop drukt, koffie morst op je favoriete
                                                            • Tips & Tricks #10 Automatiseren met Zoho Desk Deel 2

                                                              In deel 1 van het automatiseren met Zoho Desk las je een use case over een probleem in een appartementencomplex en hoe dit door gebruik te maken van Zoho Forms en Zoho Desk kan worden opgelost. In deel 2 lees je meer over het integreren van Zoho Forms
                                                            • Tips & Tricks #09 Automatiseren met Zoho Desk Deel 1

                                                              Beste Community leden, Zoals jullie weten hebben we in Nederland een woningtekort. Een oplossing hiervoor is de hoogbouw. Echter, om de de hoogte in te gaan moet er ook voor de juiste faciliteiten in flats worden gezorgd. Problemen kunnen we allemaal


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

                                                                                                                Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End
                                                                                                              • Sync Zoho Marketing Automation with Zoho Forms

                                                                                                                I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.
                                                                                                              • Price book functionality enhancement

                                                                                                                A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and
                                                                                                              • What is the difference between Zoho Campaigns and marketing hub?

                                                                                                                Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
                                                                                                              • Webhook not firing.

                                                                                                                I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",
                                                                                                              • Duplicate customers being created in Desk

                                                                                                                Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and
                                                                                                              • Creating a custom CSV file using deluge script/

                                                                                                                I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email
                                                                                                              • Contact data removes Account data when creating a quote

                                                                                                                Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                              • Zoho Sheet - Desktop App or Offline

                                                                                                                Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                              • Can we add custom fields to portal community profiles?

                                                                                                                How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
                                                                                                              • Customer ticket creation via Microsoft Teams

                                                                                                                Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                                                                                              • The Social Wall: November 2025

                                                                                                                We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app
                                                                                                              • E-Invoicing in Belgium with Zoho Billing

                                                                                                                Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works
                                                                                                              • HTML Tags added to Reports with Notes

                                                                                                                Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
                                                                                                              • delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

                                                                                                                Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.
                                                                                                              • Interview booked through Invite but no Notifications

                                                                                                                We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)
                                                                                                              • Additional Address - Company Name

                                                                                                                It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.
                                                                                                              • Incorrect Email Notifications for Product Reviews

                                                                                                                Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access
                                                                                                              • Auto-Invite Users to Portals in Zoho CRM based on Conditions

                                                                                                                Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
                                                                                                              • In App Auto Refresh/Update Features

                                                                                                                Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
                                                                                                              • How to Rank Tables by Row Count in Descending Order

                                                                                                                I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?
                                                                                                              • Error AS101 when adding new email alias

                                                                                                                Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                              • Can we do Image swatches for color variants?

                                                                                                                We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
                                                                                                              • Export your notes from Notebook!

                                                                                                                Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
                                                                                                              • Canva Integration

                                                                                                                Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                              • Prepopulating Fields

                                                                                                                Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES

                                                                                                                When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as
                                                                                                              • Automation series : Close all tasks once the project is completed

                                                                                                                When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects its
                                                                                                              • Converting Sales Order to Purchase Order

                                                                                                                Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
                                                                                                              • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                                                                                              • Horrible Connectivity!

                                                                                                                I have used Meetings several times, but most of the time the connection is horrible. The video freezes, the audio freezes, and we end up cancelling the meeting. I am on a high speed internet connection, and Zoom works fine, so I know it's not a problem
                                                                                                              • Is it really true that I can't set the default 'deposit to' account in 2025?

                                                                                                                I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
                                                                                                              • Zoho DataPrep switching Date Format

                                                                                                                When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"
                                                                                                              • Using Another Field Value for Workflow Field Update

                                                                                                                I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
                                                                                                              • Greek character in Deluxe script

                                                                                                                Hi, We have been using a script since 2022 which replaces characters in Greek contact names using replaceAll. Since this morning, all the Greek characters used in the script have turned to question marks. I tried retyping the characters, copy-pasting
                                                                                                              • Tax information

                                                                                                                Hello, I need help/guidance on how to add my organization's Tax/VAT information. Thank you Pavly
                                                                                                              • Build smarter Guided Conversations with Fork Blocks

                                                                                                                When your customers arrive on your support channel, they're not there to explore. They are usually confused and stuck while trying to fix something important. We understand how stressful that moment can feel and we want your bot to make things easier,
                                                                                                              • Custom item field won't allow decimal.

                                                                                                                Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?
                                                                                                              • Free webinar: Zoho Sign unwrapped – 2025 in review

                                                                                                                Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect
                                                                                                              • Next Page