Partner Support - Solutions & TBS | Zoho Desk | Partner Support - Solutions

Zoho Desk | Partner Support - Solutions
Auto-Sync Zoho Desk Ticket Attachments to Zoho CRM Contacts
Overview: When Zoho CRM is integrated with Zoho Desk, contacts from CRM are automatically synced into Desk. These contacts can raise tickets in Zoho Desk, which often include important attachments like images, documents, or logs. In many cases, ...
Formatting Phone numbers using Deluge - AI Tasks
Summary: In scenarios where you want to format phone numbers in Zoho CRM or Zoho Desk based on the country code, the traditional approach has been to use Deluge functions to programmatically modify and standardise the numbers. With the introduction ...
Contacts and Products Association from Zoho CRM to Zoho Desk
Summary: By default, the Zoho CRM–Zoho Desk integration only syncs Contacts, Accounts, and Products as standalone modules. However, the associations between Products and Contacts/Accounts are not preserved during the sync. This article explains a ...
Sync Files from Zoho CRM to Zoho WorkDrive Using Automation
Summary: This article explains how to automatically sync files uploaded to a Zoho CRM record into a corresponding folder in Zoho WorkDrive. By combining Workflows, Custom Functions, and custom fields, you can automate folder creation and file syncing ...
Effortlessly Manage Ticket Visibility with Zoho Desk's Custom Permissions Feature
Requirement Overview Only selected users (e.g., admins or managers or supervisors) should have access to all tickets in the help center, while other agents should only see their own tickets. Configuring Help Center Ticket Visibility in Zoho Desk: ...

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