Integrate Zoho Bigin with Zoho Desk

Overview

When you integrate Zoho Desk with Bigin, you can opt for two different ways in which you can enable the data-sync between the two. This allows the Contacts and Companies from Bigin to be in sync with the Contacts and Companies (Accounts) in Zoho Desk. Also, if they have a support ticket, it will be associated with the appropriate record and can be viewed from the record details page.

The steps to integrate Zoho Bigin with Zoho Desk vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.

Spaces UI

Unified UI

Spaces UI

To enable the integration,

Sign in to Zoho One.
Click on the top-right corner, then click Integrations.
Click Integrations in the tab at the top.
Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.

Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

Sign in to Zoho One.
Click on the top-right corner, then click Integrations.
Click Integrations in the tab at the top.
Click the required app, hover over the integration you want to delete, click , then click Deactivate.
Read the confirmation message and click Deactivate.

While performing sensitive actions, you will need to periodically re-authenticate.

You can activate the integration later by clicking Activate.

To delete the integration,

Sign in to Zoho One.
Click on the top-right corner, then click Integrations.
Click Integrations in the tab at the top.
Click the required app, hover over the integration you want to delete, click , then click Delete.
Read the confirmation message and click Delete.

Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.

Unified UI

To enable the integration,

Sign in to Zoho One.
Click Directory in the left navigation menu, then click Integrations.
Click Integrations in the tab at the top.
Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.

Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

Sign in to Zoho One.
Click Directory in the left navigation menu, then click Integrations.
Click Integrations in the tab at the top.
Click the required app, hover over the integration you want to delete, click , then click Deactivate.
Read the confirmation message and click Deactivate.

While performing sensitive actions, you will need to periodically re-authenticate.

You can activate the integration later by clicking Activate.

To delete the integration,

Sign in to Zoho One.
Click Directory in the left navigation menu, then click Integrations.
Click Integrations in the tab at the top.
Click the required app, hover over the integration you want to delete, click , then click Delete.
Read the confirmation message and click Delete.

Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.

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