How to set up Zoho Desk integration
The Desk integration allows you to convert customer reviews into tickets. This helps your agents respond quickly and manage customer feedback more effectively. Setup needs to be done only once for each department
Important:
- Enabling an organization and configuring this integration is just the first step. You’ll need to set up automation to convert reviews into tickets.
- There’s no restriction on setting up this integration in the trial plan, but only one automation can be created at a time.
- Click Integrations in the left menu.
- Click Enable on the Zoho Desk tile.
- Click the toggle switch on to enable the organization. Click Save And Proceed.
Important: You must be part of the Desk organization and have admin access to see it listed. - Click anywhere on the drop-down field and choose your Desk organization.
- Click the drop-down field and choose a department for which you want to set up this configuration.
Note: Each department can have its own configuration. - Enter the email address from which Zoho Desk agents will receive the reviews as tickets. (An email address is required to create Desk tickets.)
Note: Replies will also be sent to this same email address (along with being automatically pushed to Zoho Publish), so make sure it belongs to your business.
- Name the configuration for your reference.
- Click Add.
- Now, set up automation to convert reviews into tickets and enable direct responses from Zoho Desk.
Related articles
How to set up Desk ticket automation
How to set up Desk ticket automation
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