Ask the Experts 22: Scale up your customer support with integrations & extensibility

Ask the Experts 22: Scale up your customer support with integrations & extensibility

Hello everyone!

The foundation is set.
Build the beams. Raise the pillars. Set the walls.
The Zoho Desk architecture stands tall.


 
Let's discuss integration within Zoho Desk, extensions from the Marketplace, creating connections between Zoho Desk and other applications, and all the features available in the Developer Space.
 
Join us in this text-based discussion: share your experiences on building and using the extensions for your service, creating integrations, and expanding the capabilities within Zoho Desk.
Talk with us about the successes, hurdles, and opportunities you've discovered while working with API calls, marketplace holders, and integrating tools like CRM, chats, or calls.

This episode focuses on:
  • Building and using marketplace/custom extensions
  • Exploring the Developer Space
  • Working with APIs and marketplace holders
  • Integrating with third-party tools under categories like agent productivity, telephony, sales, and projects
  • Real-world use cases to amplify your customer support
Whether you're coding custom functions or simply trying to streamline integrations, this is your chance to ask questions, share experiences, and get live insights from experts and fellow users around the globe.

Get the conversation going 

Start conversing in the comments below this post. You can write about your use cases, your experiences, queries, and challenges relating to integrations, extensions, connections, functions, APIs, and webhooks in Zoho Desk.
This is a text-based discussion. Drop your questions in the comments. Our experts will respond to you right here.
No registration required.
Let’s explore how to turn Zoho Desk into a powerhouse for your support team!

You won't want to miss this: Here's some news for Ring Central users and the ones exploring on integrations: 
We've got special guests from RingCentral this time.
We're excited to bring to you two special guests from RingCentral, Matthew Ludwig, Senior Solutions Engineer and Luis Vargas, Partnerships Manager, as panelists.
Make the most of this opportunity to bring your questions and get clarifications about integrating RingCentral with Zoho Desk. They are here to help you make the walk with RingCentral simpler for you.

Matthew Ludwig
Matthew Ludwig, a Senior Solutions Engineer has been with RingCentral for nearly nine years. He solves business challenges to improve outcomes for major clients and is a global subject matter expert for CRM integrations like Zoho.

Luis Vargas
Luis Vargas, Partnerships Manager has been with RingCentral for over three years, driving growth through strategic partnerships. After leading top-performing SDR teams, he now manages alliances with major franchise networks, associations and integration partners.

Get ready to meet the experts from Zoho Desk and RingCentral at this month's Ask the Experts session.
We've got the spotlight on
Integrations and extensions in Zoho Desk


Connect from anywhere

 

31

July 2025, Thursday

8:30 AM – 4:30 PM GMT

2:00 PM – 10:00 PM IST

10:30 AM – 6:30 PM CEST

2:30 PM – 8:30 PM GST

6:30 PM – 2:30 AM AEST

1:30 AM – 9:30 AM PST


Experts on this topic will be live during this time slot and will respond to your questions in the comments section below this post.
Like all of our previous episodes, we look forward to having an engaging conversation with you.  Get started by posting your questions; Like & Follow this post to receive notifications and stay updated on the latest activities.
We'll be looking forward to hearing from you during the session.
Lydia | Zoho Desk  



      • Sticky Posts

      • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

        Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any

      • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

        Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

      • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

        Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

      • Ask the Experts 4: A 5 hour online Q&A on agent productivity

        Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

      • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

        Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

        • Recent Topics

        • Add or update lookup field values during Blueprint transition

          Hello everyone, During blueprint transition users can add or modify the value of a lookup field. For instance, if the Tickets module includes a lookup field that connects it to records in the Assets module, agents can link the ticket to the correct asset

        • Can you limit SEO penalties by delaying the appearance of a pop-up?

          Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties? 

        • Adding bank details to the contact through API

          How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

        • Restrict Payment Methods

          Allow us to restrict certain payment methods specific for each customer.

        • Clone Banking Transaction

          Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing Income

        • PDF limit

          Hello everyone, We have received an e-mail that we have reached our PDF limit. (see screenshot) However, I cannot find any reference to a PDF limit in our tariff plan (Premium). (see screenshot). What is the maximum number of PDFs that can be generated

        • How can I see content of system generated mails from zBooks?

          System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

        • Credit Card Pre-Authorization with later Capture/Settlement

          We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole

        • Zoho Projects and CRM Integration in Analytics

          Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is

        • Accessibility in Zoho CRM: Not just a feature—a way to empower

          For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

        • Automation Series #1: Round Robin vs Direct Assignment in Zoho Desk

          Direct Assignment vs Round Robin: Choosing the right routing method in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused

        • Invalid tax authority ID.

          How do I correct this ?

        • Pay Pal Paylater button

          I am testing the paypal setup to have my customers pay invoices with paypal and credit cards. But it seems to have two options. Paypal and Pay later. I don't want my customers access to pay later feature. How can I turn that part off.. My other integration

        • Zoho Workshops are coming to the Netherlands - Join us on 14-16 April in Amsterdam!

          Dear Zoho Community Members, After succesful recent editions in the UK and Scandinavia, we’re pleased to invite you to the upcoming Zoho Benelux Workshop 2026, taking place 14–16 April 2026 in Amsterdam. This three-day, in-person event at the Park Plaza

        • How to install Widget in inventory module

          Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

        • Sub form auto field population based on parent form

          I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to

        • Building Toppings #7 - Using schedules and workflow functions

          Hello Biginners, In our previous forum post, we explored install and uninstall actions and learned how to trigger custom logic the moment a topping is added or removed from an organization. In this post, we'll look at how to automate actions during regular,

        • Simplify scripting with Zia assistant bot

          Hello everyone, Building automation using Deluge custom functions gives users flexibility and control. Traditionally, creating these functions required writing scripts, testing the logic, and validating the configuration before using it. With Zia assistant

        • Zoho Sprints iOS app update: Global view, screen capture control, file encryption, tags enhancement

          Hello everyone! We are excited to introduce new features in the latest version(v2.1) of the Zoho Sprints iOS app update. Let’s take a quick look at what’s new. 1. Global view Global view brings all your project items into one centralised space. You can

        • Resource Management System built using Zoho CRM, Creator, Projects, and People:

          In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes

        • Request to Remove LinkedIn Verification from My Emai

          I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

        • Pin multiple columns and adjust column widths in CRM subforms

          Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

        • Removing To or CC Addresses from Desk Ticket

          I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

        • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

          Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

        • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

          Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

        • CRM Percent custom fields: When will it show the % symbol and behave like %?

          1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

        • Introducing Color Coding of Picklist Values

          Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

        • Where can I find the best mail backup tool for Windows?

          Later this evening I found Mail Backup Tool in google. Actually I was looking for a solution to download/save emails to my local drive. As I had plenty of important data stored in my email account. So i was not in a mood to take this thing lightly. This made me curious to found any software which can help me to backup my data to hard drive. Then I found the above application which was like a gem. A complete email backup solution for Zoho Mail, Gmail, Yahoo Mail, Office 365 and more than 40+ email

        • Mailbox storage showing incorrect usage

          My mailbox shows 4.99 GB used out of 5 GB. However, actual mailbox usage is only around 394 MB. Trash and Spam are already empty. IMAP/POP is not enabled. WorkDrive is not in use. This appears to be a storage calculation issue. Please help to recalculate

        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

        • Es posible cambiar el lenguaje de los modulos del ASAP?

          Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:

        • Option to Automatically Publish Job Openings to the Career Website via API or Workflow

          Currently, when creating Job Openings using the Zoho Recruit API, the records are successfully inserted into the system. However, there is no way to automatically publish these Job Openings to the Career Website. In the Job Opening field data, there are

        • Evaluate applicants faster: Profile Summary and Skill Sets now in Applications

          Evaluating applicants often requires switching between modules to understand their skills and background. With this update, we’ve extended two capabilities directly to the Applications module: Skill Sets and Profile Summary. You can now review applicants

        • Free webinar: How to use passkeys with Zoho Vault

          Hi everyone! Passkeys are transforming the way we sign in—making authentication safer, faster, and completely passwordless. No more memorizing complex passwords or worrying about credential theft. With Zoho Vault, you can securely manage both passwords

        • Adding Markdown text using Zoho Desk API into the Knowledge Base

          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

        • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

          Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

        • Enhancing Zia's service with better contextual responses and article generation

          Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

        • Let us add Lookup fields in the Blueprint Transitions

          We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

        • How can we clear a signature field with deluge?

          I would like to clear a signature field in the Edit -> On Load. I have tried input.signature = ""; input.signature = null; clear input.signature; None of the above is working. is there any other way I am missing?

        • Online PDF Editor

          Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please

        • Next Page