Zendesk for Zoho Projects | Online Help | Zoho Projects

Zendesk for Zoho Projects

Successful project management software helps users effectively track issues. The Zendesk extension for Zoho Projects acts as an add-on to the Issues module in Zoho Projects. You can associate a ticket from your Zendesk account with an issue or a task in Zoho Projects using this extension.

Installing the Zendesk for Zoho Projects extension in your portal

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All Apps.
  3. Search for Zendesk for Zoho Projects extension.
  4. Click Install.
  5. Agree to the terms of service and click Install.
  6. Set your preferences under the General section.
    Choose the profiles and projects where you would like the extension to be shared.

  7. Agree to the Terms of Use and then click Save & Proceed.
  8. Enter the domain name associated with Zendesk and click Save Configuration.

  9. Navigate to the Connections tab.
  10. Hover over the Zendesk for Zoho Projects tile and then click Connect.
  11. Enter the Zendesk sub-domain name.
  12. Click Connect.
  13. Sign into your Zendesk account.
  14. Click Allow to allow Zoho Workflow to access your account.

Associating a Zendesk ticket with an issue or a task in Zoho Projects

  1. Navigate to your project and pick the task or issue that you want to associate a ticket with.
  2. Scroll down to the details page and click the more option icon () to access the Zendesk extension.

  3. Click Associate Ticket.
  4. Search for the ticket using the search bar or choose the ticket from the list.

  5. Click Associate.

Viewing a ticket

  1. Navigate to the task or issue that has the associated ticket you want to view.
  2. Click the Zendesk extension.
  3. View the ticket details that are associated with the current task or issue.
    The title, status, and owner of the ticket are displayed here.
  4. Click on the title to open the ticket in Zendesk.

Deleting a ticket

  1. Navigate to the task or issue that has the associated ticket you want to delete.
  2. Click the Zendesk extension.
  3. Hover over the ticket and click the trash icon.

  4. Click Yes! Delete.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Zoho Projects: An Overview

                                                                                                          Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Here is a ...
                                                                                                        • Zendesk Sell for Zoho Projects

                                                                                                          The Zendesk Sell for Zoho Projects extension makes it easy to keep track of your customers' details, so that you can better prioritize and manage tasks in Zoho Projects. It lets you manage contacts, deals, and tasks between these applications. You ...
                                                                                                        • DocuSign for Zoho Projects

                                                                                                          The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                                        • Checklist for Zoho Projects

                                                                                                          The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create both checklists and templates that can be used for any of your tasks and ...
                                                                                                        • Zoho Vault for Zoho Projects

                                                                                                          Zoho Vault is an online password manager for teams. If you are struggling with remembering numerous passwords, Zoho Vault can keep them safe for you. It helps to store, share, and manage your passwords from anywhere. Zoho Vault is the best way to ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources