Zapier is a third-party service that connects Zoho Desk to many other apps and services, including Slack, Gmail, MailChimp, Shopify and more. It enabled you to automate your entire workflow by copying and moving your data between Zoho Desk and other online applications. This way, you don't have to spend too much time or resources integrating Zoho Desk with other apps.
Before we go further, it is important that you know the following three things:
An integration between two apps is called a Zap.
A trigger is an event that happens in one app.
An action is the event that Zapier automatically performs in another app based on that trigger.
Still a little confused? Check out Zapier's Video:
Triggers and Actions supported by Zoho Desk
You can design zaps where Zoho Desk is the trigger (i.e., creating a new ticket in Zoho Desk triggers an automated action), and where Zoho Desk is the action (i.e., doing something in another app/service will automatically trigger the creation of a new ticket in Zoho Desk). Let's look at the various triggers and actions supported by Zoho Desk.
Triggers supported:
New Ticket - when a new ticket is created
New Message - when a new message is added to any ticket in the selected department
New Status Change - when a status of ticket is changed
New Account - when a new account is created
New Contact - when a new contact is created
New Agent - when a new agent is added
New Comment - when a new comment is added to any ticket in the selected department
Actions supported:
Send Email Reply - sends an email reply for a ticket
Create Ticket - creates a new ticket
Add Comment - adds a new comment to a ticket
Create Contact - creates a new Zoho Desk contact
Making a Zap
As an example, let's say you want a message to be sent on the Slack channel whenever a new ticket is created in Zoho Desk. Here's how you will go about it:
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.
Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.
Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.
Visualize your visitor's behavior with color codes
Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.
Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.
Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.
Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.
Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.
Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.
Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.
Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.
Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.
Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.
Discover your favorite integrations with PageSense
Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.
View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...
Delivering exceptional customer support requires a delicate balance between responsiveness and efficiency. One challenge that customer support teams often encounter is switching between applications while handling tickets and maintaining the context ...
LINE Messaging App LINE is the fastest growing instant messaging app in the world, bringing agents closer to their customers and end-users. Send free messages and make voice calls or video calls anytime, anywhere. LINE is now available on a variety ...
Salesforce is a popular solution for customer relationship management software primarily due to its flexible configuration, cloud accessibility and easy integration of data between a business' other software systems. The Zoho Desk for Salesforce ...
Custom functions are easy to program scripts, which helps you to update the data in related help desk modules or other third-party applications. When a record matches the workflow criteria, workflow engine automatically triggers the custom function ...