Automation #9 - Convert Zoho Desk Tickets to New Deals in Zoho CRM

• Topic Participants

• Chinmayee Mishra

  

• Katy Barrilleaux

• Ash | Zoho Desk

  

• daniel

• THomas Münster

• Sticky Posts

• Register for Zoho Desk Beta Community

  With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features

• Share your Zoho Desk story with us!

  Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 

• Tip #1: Learn to pick the right channels

  Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 

• Welcome to Zoho Desk Community - Say hello here!

  Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here

• Webinar 1: Blueprint for Customer Service

  With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing

• Recent Topics

• Zoholics Europe Customer Awards

  Dear Zoho Workplace Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

• Change Default Currency in Zoho Reports

  Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?

• [Webinar] Deluge Learning Series - Master Conditional & Operational Logic in Zoho Deluge

  We’re excited to bring you the next session in our Deluge Learning Series—a focused one-hour webinar where you’ll level up your skills in conditional and operational logic using Deluge scripting. From writing clean if-else conditions to implementing powerful

• How do you make tabs and place certain leads in them?

  I am trying to figure out how to make a tab for my Florida contacts, California contacts and New York contacts. I make a new view named "Florida Leads" but when I click on it, ALL of my leads pop up in the same view... Is there a way to move leads into different categories? Thanks, Wayne

• Analyze the Name of the Deal Owner and Created by

  I need to display the Name of the User who created a deal and the Deal Owner. Since both fields are lookups to the same table (Users), it defaults to the user record of the Deal Owner and I cannot display the name of who created it. I can generate the

• Can you sync your Apple Calendar with Bigin Activities/calendar?

  I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way would

• UPI QR Code in Invoices

  Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself.  This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoice

• Action requested: Retain your sales journey configuration in Path Finder

  Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates

• Boolean Fields in Mail Merge Displaying as Checkmarks

  I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?

• WebDAV support

  I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

• Backorder For Composite Items

  Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

• Zoho Inventory Feature Roadmap Visible To All

  Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Sorry to inform you that currently we cannot access the subform fields through writer deluge (zoho.writer.mergeAndSend).

  This is the premium support answer from zoho. It means we cannot merge and send thru deluge related records (sub forms) items... Has anybody suffered from the same ordeal ? DO you have a workaround ? If not can you vote for this feature to be added to

• Zoho Inventory Item History

  Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changed

• Filter Images in Work Drive

  Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but this

• Flow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform

  I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of  the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create merge

• Smart Scheduling via Agent Confirmation

  We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload and

• How to delete Inactive users?

  We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar

• Help me format my signature in zoho mail

  I need to set up my signature in zoho mail then send the format to other colegues to set it up by themselves. I have isues setting up my 5 logos one after another as I am not able to give sapce between logos. After setting up my signature with logos there

• Can i integrate bigin with google voice?

   I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

• Custom Field for Customer ID in Zoho Commerce's Customer Section

  Hi everyone, I’m wondering if it’s possible to add a custom field in the "Customer" section of Zoho Commerce. Specifically, I need to include a "NIF" or "Customer ID" field, as it's mandatory for invoicing in Spain. I know this can be done in Zoho Inventory,

• Enable History Tracking for Picklist Values Not Available

  When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

• Are downloadable product available in Zoho Commerce

  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• Sales IQ needs to capture both first and last names

  Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This

• API Self Client Authtoken conversion always returns "invalid_client".

  I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script.  I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to create

• Invitation-Based User Access in Zoho Analytics

  Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• How to handle this process need using a Blueprint?

  See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15

• [Webinar] Live demos and user Q&A with Zoho Writer product experts

  Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

• Schedule mass emails, view mass emails status and more!

  Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.

• CRM Custom function updating a module record shows the Super Admin user as the record modifier

  Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

• Multiple Selection/Select All for Approvals

  I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Merge invoices

  This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.

• Zoho CRM Two currencies on one record

  Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.

• How to get values from both tables in Join in COQL query in Zoho API

  In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. {     "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,

• screenplay

  hi, zoho rules, but it would rule even more if there was a screenplay template available - are there any plans for a creative app, perhaps with a set of theatre, television & film script templates?

• Next Page