Zendesk Integration | Online Help | Zoho Projects

Zendesk Integration

Zendesk helps in tracking and prioritizing tickets based on the customer requirement. It provides an effective solution for resolving problems and helps organizations reduce down-time.

Benefits:

  1. Tickets can be converted into issues or tasks easily.
  2. Tickets can be managed via Zoho Projects as well as Zendesk portal.
Only Zendesk users who are a part of the Zoho Projects portal can access the project tabs.

Install Zoho Projects in Zendesk

  1. Sign in to your Zendesk portal and click on the settings icon in the left band.
  2. Go to the Marketplace under Apps.
  3. Search for Zoho Projects using the search bar at the top right corner of your screen.
  4. On the Zoho Projects app page, click on the Install button in the Zoho Projects app section. 

Install Zoho Projects App

  1. Go to Manage under Apps.
  2. Select Zoho Projects from the currently installed apps section.
  3. Once the app is installed, you can change the display name, role and group restrictions under General settings.
  4. Enter your Zoho Project's portal name under app configuration and click Save Settings.

  1. Open the ticket to which the issue or the task is to be linked.
  2. Select Zoho Projects from your installed apps in the right panel. 
  3. Click the Associate button and select a task or an issue from the drop-down.
  4. Choose the project name, select the task, and click Associate task.
  5. Choose the project name, select the issue, and click Associate issue.

You can also dissociate any task or issue by clicking the unlink icon present in the right corner next to the task or issue name.

Create New Task in Zoho Projects

  1. Open the ticket to which the new task must be created.
  2. Select Zoho Projects from your installed apps in the right panel. 
  3. Hover over the Add button and select the Add task from the drop-down menu.
  4. Select the desired project, task list, start date and end date of the tasks from the dialog box.

  5. Click Add.

  • Custom fields cannot be added while creating a task from Zendesk account.
  • You can associate only 5 tasks.

Submit Issues

  1. Open the ticket to which the issue or the task should be linked.
  2. Select Zoho Projects from your installed apps in the right panel. 
  3. Hover over the Add button and select the Add task from the drop-down menu.
  4. Choose the desired project, add description, select the assignee and the due date for the issue.
  5. Click Submit.

  • Custom fields cannot be added while creating an issue from Zendesk account.
  • You can associate only 5 issues.

See Also

Slack integration

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              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 SalesIQ Resources



                                                        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

                                                                                          • Slack Integration

                                                                                            For effective team communication, we have integrated Slack into Zoho Projects. Now, you can push your project updates to Slack feeds and manage your project activities. Group your project activities and conversations together to keep the project ...
                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • Bitbucket Integration

                                                                                            Having multiple lines of code and changing versions can be difficult to track. Commit codes in Bitbucket and view the changesets inside Zoho Projects. You can integrate Zoho BugTracker with Bitbucket using webhooks. You must be an Admin to integrate ...
                                                                                          • Github Integration

                                                                                            Github integration allows you to host your repositories, see source commits, and make code changes. And so, now you can view all the changes made in your Github repository in Zoho Projects. Feature Availability: Premium and Enterprise plans Copy ...
                                                                                          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