Updating Customer Information from Zoho CRM - Zoho Desk Knowledgebase

Updating your Helpdesk Contacts and Accounts from Zoho CRM

If your business is using Zoho CRM, your support manager would have set up the integration linking it with your Zoho Desk account. Though your helpdesk's customer information will be frequently updated (based on the sync frequency), you may choose to view the most recent version regardless of the integration. In this scenario, you can manually update a contact or an account as it is in Zoho CRM from within the record. 

To manually update a Contact:
  1. Click the Customers module.
  2. Open a contact to view its details. 
  3. Click More Actions icon  ) from the top pane.
  4. Click Update from Zoho CRM from the menu. 
  5. In the dialog box, click Continue to update the contact.

The system will update the contact with that of its latest version of Zoho CRM.

To manually update an Account:
  1. Click the Customers module.
  2. Click Accounts in the lower-left corner.
  3. Open an account to view its details.
  4. Click More Actions icon  ) from the top pane.
  5. Click Update from Zoho CRM from the menu. 
  6. In the dialog box, click Continue to update the account.
The system will update the account with that of its latest version of Zoho CRM.

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