Zoho Desk + Zoho Sales IQ - Intégration pour offrir la meilleure expérience support

Zoho Desk + Zoho Sales IQ - Intégration pour offrir la meilleure expérience support



Tout en bénéficiant des services de support client performants, il arrive fréquemment que des données importantes soient isolées sur plusieurs plateformes, ce qui gêne et complique l'expérience des  agents et des consommateurs. Les systèmes de support traditionnels se concentrent sur la résolution des problèmes, mais ne disposent pas des capacités nécessaires pour interagir activement avec les consommateurs. Pour devenir un champion de l'assistance à la clientèle, il faut disposer des bons outils et des bonnes stratégies.

Combler le fossé avec SalesIQ  

C'est là que SalesIQ intervient en tant que plateforme efficace d'engagement des clients (EC). SalesIQ élargit le paradigme traditionnel de support en offrant des informations en temps réel sur le comportement, les préférences et les interactions des clients. Notre intégration avec Zoho Desk vous permet de combler facilement le fossé entre le support et l'engagement proactif, améliorant ainsi votre capacité à offrir une expérience client personnalisée et efficace.

Avantages de l'intégration de Zoho Desk avec Zoho SalesIQ

  • Communication transparente

Plus besoin de passer d'un onglet à l'autre. Les chats en direct sur Zoho SalesIQ s'intègrent aux tickets de Zoho Desk, créant ainsi un parcours fluide pour les clients et les agents. Pas de conversations interrompues, juste une prise en charge cohérente.


  • Un système de ticket support efficace

Un système de ticket support efficaceLe système de ticket de Zoho Desk est alimenté par les informations de chat de Zoho SalesIQ. Les requêtes des clients se transforment en tickets, ce qui garantit qu'aucune demande ne se perd dans la masse.

  • Vue à 360 degrés du client

Plus de vision en tunnel. Voyez la situation dans son ensemble grâce à une vue à 360 degrés du client. L'historique de vos conversations avec Zoho SalesIQ est intégré aux tickets Zoho Desk, ce qui permet aux agents de personnaliser l'assistance et de dépasser les attentes.


  • Synchronisation des données

Plus besoin d'entrer manuellement des données. Grâce à cette intégration, les détails des clients, les transcriptions de chat et les tickets se déplacent sans effort d'une plateforme à l'autre, ce qui permet de gagner du temps et de minimiser les erreurs. Votre équipe peut se concentrer sur ce qui compte le plus : les clients.


  • Engagement dynamique

Passez de la réactivité à la proactivité. Le chat de Zoho SalesIQ déclenche des conversations au moment opportun, tandis que les outils de support Zoho Desk offrent des réponses parfaites. Anticipez les besoins, offrez une aide ciblée et transformez les visiteurs du site Web en fans fidèles.



L'intégration Zoho SalesIQ + Zoho Desk n'est pas qu'une question de facilité, c'est une façon de ré-imaginer le support client. Cette intégration dynamique vous permettra d'élever votre performance et de devenir un véritable champion dans le domaine du service client.

Associer votre compte Zoho Desk à votre compte Zoho Sales IQ

Avant de commencer à explorer comment l'intégration des deux applications peut améliorer l'ensemble de vos opérations de support client, vous devez configurer votre Zoho SalesIQ pour qu'il fonctionne avec votre base de données client à l'intérieur de Zoho Desk.

Bon à savoir :

  • Vous devez avoir un compte Zoho Desk. Les privilèges, accès et permissions attribués à votre compte de Desk sera identique à celui de Zoho SalesIQ.
  • L'email du compte utilisé dans Zoho SalesIQ et Zoho Desk doit être le même, vous ne pouvez pas intégrer le compte d'un autre bureau avec votre compte SalesIQ.
  • Après l'intégration, si le compte Zoho Desk ou l'utilisateur est supprimé/désactivé, SalesIQ vous demandera d'intégrer un autre compte.
  • Lorsque vous avez réussi à associer votre compte Zoho Desk à votre compte Zoho SalesIQ, vous pouvez commencer à configurer les autres aspects de votre intégration.
 
Pour en savoir plus, consultez notre page d'intégration.
 
Avez-vous déjà intégré votre service d'assistance et de chat en direct ? Faites-nous part de la manière dont cette intégration a profité à votre organisation dans les commentaires ci-dessous.
 
L'équipe Zoho France
    • Sticky Posts

    • Desk - Astuce #5 : Déplacer les tickets entre les départements

      Bonjour à tous, Il n'est pas rare que vos clients créent des tickets dans un département qui n'a pas l'expertise requise pour les traiter. Vous devez transférer ces tickets vers le département concerné, afin qu'ils ne passent pas à travers les mailles
    • Zoho Desk - Nouveautés 2023

      Bonjour à tous,  Comme vous le savez, Zoho cherche en permanence à vous proposer des logiciels complets et au plus proche de vos attentes. C'est pourquoi toute l'équipe Zoho Desk est fière de vous présenter la nouvelle version de votre logiciel de service
    • Desk : Le cycle de vie d'un ticket - Introduction

      Voici une nouvelle série en 3 chapitres, dans laquelle nous allons vous dévoiler comment Zoho gère l'intégralité de son service client sur Zoho Desk.   Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différentes solutions.
    • Zoho Desk - Chapitre 1 : Anticipez vos besoins

      Bonjour à tous, Continuons notre série de la rentrée et découvrons comment Zoho gère 60 millions de clients grâce à Zoho Desk. Contrairement à ce que l'on peut penser le cycle de vie d'un ticket commence bien avant qu'il arrive dans notre logiciel client.
    • Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux

      Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres
    • Recent Topics

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
    • Clone Recurring Expenses

      Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the
    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
    • Automation #7 - Auto-update Email Content to a Ticket

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
    • Ticket to article and Ticket to template

      Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template
    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
    • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

      Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful
    • Non-responsive views in Mobile Browser (iPad)

      Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 
    • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60
    • Customizable UI components in pages | Theme builder

      Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html
    • Feature Request - Set Default Values for Meetings

      Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags to
    • How to use Rollup Summary in a Formula Field?

      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
    • Zoho Creator to Zoho CRM Images

      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • Error Logs / Failure logs for Client Scripts Functions

      Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that
    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
    • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

      I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices
    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho
    • Trouble with using Apostrophe in Name of Customers and Vendors

      We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the
    • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

      I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
    • How to use MAIL without Dashboard?

      Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.
    • Peppol: Accept Bill (Belgium)

      Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was
    • Zoho Books is now integrated with Zoho Checkout

      Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout
    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan
    • Add Zoho PDF to Zoho One Tool Applications

      It should be easy to add from here without the hassle of creating a web tab:
    • JOB WISE INVOICE PROCESS

      I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE
    • PDF Template have QTY as first column

      I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on
    • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

      Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader
    • Welcome to the Zoho ERP Community Forum

      Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your
    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
    • Consolidated report for multi-organisation

      I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.
    • IMAP mail after specify date

      Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.
    • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
    • Search Bar positioning

      Why is the Search bar on the far right when everything is oriented towards the left?
    • Import Error: Empty values for mandatory fields - Closing Date

      Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messages
    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,
    • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

      Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields
    • Next Page