Tips & Tricks #04 De Top 10 Zoho Desk Integraties van 2021

Tips & Tricks #04 De Top 10 Zoho Desk Integraties van 2021



Beste Communityleden,

Om jullie te helpen bij het leveren van uitstekende klantenservice ervaringen en het opbouwen van langdurige klantrelaties, hebben we afgelopen jaar meer dan 200 integraties voor Zoho Desk op Zoho Marketplace gezet. De lijst met de top 10 meest populaire integraties voor Zoho Desk in 2021 delen we graag met jou!

Stel gebruikers in staat om met elkaar te discussiëren, samen te werken en hun producten te evalueren om perfectie te bereiken. Door afdelingen binnen Zoho Desk in kaart te brengen met gerelateerde projecten in Zoho Sprints, kunnen gebruikers werkitems voorleggen aan het relevante engineeringteam.

Het koppelen van contextuele tickets helpt je bij het bijhouden van de voortgang en het verzenden van snelle en consistente antwoorden. Maak een nieuwe subticket aan of selecteer een bestaande ticket om aan een hoofdticket te koppelen, kloon de inhoud van een ticket en koppel het aan een hoofdticket.

Verzamel de informatie die je nodig hebt om je klantenservice te verbeteren. Maak enquêtes en stuur ze op naar je klanten. Ontdek hoe je technische support medewerkers presteren, ontvang beoordelingen nadat elke aanvraag is afgesloten, en blijf verbeteren.

Een printvriendelijke versie van een klantticket is ideaal voor veldmedewerkers die een papieren ticket nodig hebben of als je een ticket in een ander systeem moet uploaden. Met de Print Ticket extensie voor Zoho Desk kun je een printvriendelijke kopie afdrukken van elk ticket met of zonder privégesprekken.

#5: 3CX
Configureer de medewerkers en hun bijbehorende 3CX extensies in Zoho Desk, zodat hun beantwoorde en gemiste oproepen worden toegevoegd als activiteiten in Zoho Desk. De Zoho Desk contactrecord wordt weergegeven wanneer je een inkomend gesprek ontvangt, alle beantwoorde en gemiste oproepen worden geregistreerd als gespreksactiviteiten.

Met de Google Calendar integratie voor Zoho Desk kun je agenda's en gebeurtenissen in Zoho Desk maken en synchroniseren met Google Calendar. Je kunt nu evenementen plannen, bewerken of annuleren in Google Calendar vanuit Zoho Desk.

Houd je vergaderingen, afspraken en andere belangrijke data bij. Met de Zoho Calendar integratie voor Zoho Desk kun je gebeurtenissen toevoegen aan een ticket en e-mail herinneringen instellen om je te helpen bij het onthouden van deze gebeurtenissen.

Hoe beter je de klant begrijpt, hoe beter je een klantrelatie kunt opbouwen. Bekijk belangrijke inzichten over je klanten direct naast hun tickets. Bekijk het totaal aantal open, in de wacht en gesloten tickets voor de contactpersoon, de tevredenheidsscore en meer.

Werk in realtime samen door met één klik een sessie op afstand te starten, rechtstreeks vanuit een Zoho Desk ticket. Deel de sessielink via vooraf geconfigureerde e-mailsjablonen om je klanten op afstand te helpen.

Ontvang tickets in Zoho Desk voor elk bericht van gebruikers en beantwoord ze direct vanuit Zoho Desk. Jouw antwoorden worden als bericht afgeleverd bij de gebruiker in het betreffende platform. MessageBird ondersteunt SMS, Telegram, WeChat, Line, en meer.

Welke integratie(s) gebruikt jouw bedrijf? Laat het ons weten in de reacties!

Met vriendelijke groet,


    • Sticky Posts

    • Doe mee aan de Zoho Desk Meetup op 7 maart in Antwerpen

      Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup van Zoho Desk! Op 7 maart komen we bij elkaar in Antwerpen, samen met een klant en de Zoho Experts van Brainsolutions. Onze experts zullen een live demo presenteren en jouw vragen

    • Doe mee aan de Zoho Desk Meetup op 16 Februari in Utrecht

      Beste Community leden, Wij nodigen jullie graag uit voor de Community Meetup voor Zoho Desk! Op 16 februari komen we bij elkaar in Utrecht, samen met Fleetkennis en de Zoho Expert van Mobile XL. Onze experts zullen een live demo presenteren en jouw vragen

    • Wat is er nieuw in Zoho Desk 2023

      Beste Community leden, Hoeveel je ook van je klanten en je werk houdt, als klantenservice medewerker zul je zeker een aantal zware dagen tegenkomen. We hebben het dan over de dagen dat je een paar keer op de snooze-knop drukt, koffie morst op je favoriete

    • Tips & Tricks #10 Automatiseren met Zoho Desk Deel 2

      In deel 1 van het automatiseren met Zoho Desk las je een use case over een probleem in een appartementencomplex en hoe dit door gebruik te maken van Zoho Forms en Zoho Desk kan worden opgelost. In deel 2 lees je meer over het integreren van Zoho Forms

    • Tips & Tricks #09 Automatiseren met Zoho Desk Deel 1

      Beste Community leden, Zoals jullie weten hebben we in Nederland een woningtekort. Een oplossing hiervoor is de hoogbouw. Echter, om de de hoogte in te gaan moet er ook voor de juiste faciliteiten in flats worden gezorgd. Problemen kunnen we allemaal

    • Recent Topics

    • Rich Text Field Editor in Form Builder is Too Small and Not Resizable

      Hello, I am experiencing a significant usability issue with the rich text field in the Zoho Forms builder. The editor window for this field is fixed-size and extremely small. It does not adapt to the screen size, which makes it very difficult to manage

    • Publicar Formulário

      Obs. Não consigo publicar meus formulários, pesquisei alguns artigos, mas me deixou perdido, fala de campo sensível, não consigo entender o que significa. Segue Imagem do problema. Todo formulário que faço sempre termina assim sem o botão de publicar..

    • Anyone else unable to login to ZMA this weekend?

      Hey Is anyone else unable to log into Zoho Marketing Automation at all this weekend? I've been trying on multiple devices - despot and mobile - and multiple browser. I've reset browsing data, gone incognito. Nothing - since Friday I've been unable to

    • Custom Action for Subform row

      Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates the

    • Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator

      I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully

    • Display multiple fields in lookup dropdown

      I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdown

    • Integrate with Power BI

      Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?

    • No "Import Users" option in Zoho FSM

      I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,

    • Finding "like" projects

      Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadmin

    • Não consigo localizar o Botão de Publicar Formulário no meu app

      Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativo

    • DATEV-Export Erfahrungen?

      Wir würden gern den DATEV-Export in Books nutzen, jedoch ist dieser nicht wirklich nutzbar. Gibt es positive Erfahrungen von Alternativ-Lösungen?

    • Kaizen #191: Implementing "Login with Zoho" using Python SDK

      Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how

    • Custom modules not showing in developer console

      I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

    • Following retainer invoice for partial payment of a sales order

      HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid

    • Zoho CommunitySpacesとzoho CRM連携について

      お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録（連携）したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法（メールアドレスと姓を含む）でもよいです。 お手数となりますが、お願いいたします。

    • Zoho Wiki or new Zoho Learn

      We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?

    • Sales without an invoice

      Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales

    • Zoho Sign API - Create a document from template.

      1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using

    • Zoho Sign embedded iframe

      Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options

    • Goods in transit

      When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?

    • how to coming soon, holding site, or "under construction"

      Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? Cheers

    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

    • Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn

      in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differences

    • Marketing Automation Activities in Zoho CRM

      Hello, I've connected Zoho CRM and Marketing Automation, sent a campaign, but no data are displayed in CRM, neither in "campaigns" section inside contact profile. It is possible to display Marketing Automation activities in CRM? Also in CRM Timelines?

    • How do we get a follow up to Experts 22: Scale up your customer support with integrations & extensibility

      Hi, How do we get a followup and answers to the questions we have asked during 'Experts 22: Scale up your customer support with integrations & extensibility'. I have repsonded to the answers but have no way of following up. Thanks Brett

    • Frustrating Email Duplication and Timeline Issues Between Zoho Mail and CRM

      Hi Zoho team, Can someone please help clarify what’s going on here? Here’s what’s happening: I initiate an email to a lead using Zoho Mail. The lead is created in Zoho CRM via the integration, and the email is correctly associated with that lead. Sometimes,

    • Best Strategy to import contacts and when to create leads

      Hi, I'm new to Bigin and looking for a "best" strategy. I had and have the following idea for an use case: 1. Search for websites which I want to contact 2. Create a contact in Bigin with all the required information based on this website (via API if

    • Better implementation of Item Category on Invoices and Estimates

      1) I have added Item Category as a custom field. Honestly, this should be a native part of the item itself, and either required, optional, or not used.  2) When entering an item on an invoice, you have to enter the first character(s) of the item, otherwise

    • Bulk Update (via the 'Accountant' menu)

      Why can't we bulk update Expenses to Owner's Drawings? It always ends in failure with the error "Involved account types are not applicable". If such conversion isn't possible, why make the option available? Better to allow it though.

    • Set Reply_to parameter for "Email an Invoice" API Endpoint

      Is there a way to set "Reply To" email address when using the Email an invoice API endpoint? It doesn't seem to be in documentation, but sometimes there are undocumented parameters. If it doesn't exist, please consider adding it as parameter since all

    • Zoho Books adaptado a la legislación española. ¿Sustitutos?

      Buenas a tod@s No tenemos información sobre la adaptación de Zoho Books a la nueva ley de facturación en España. Me preguntan usuarios de zoho que deberían hacer. Propongo una lista de alternativas, si al final se opta por no desarrollar la funcionalidad

    • A Question about Email Handling (Sending and Receiving)

      Hello! I was looking into setting up Email Aliases for my domain that I purchased a while ago through Zoho Mail. I set up a singular alias already and have it linked with Gmail, and it seems to be working out well. However, I set up another alias today,

    • Kaizen #201 - Answering Your Questions | Webhooks, Functions, and Schedules

      Hello everyone! Welcome back to another post in the Kaizen series! We are incredibly grateful for all the feedback we received, and as promised, we will answer all the queries in this Kaizen series. Last week, in our 200th post, we addressed one of the

    • Zoho Projects Strict Dates for Tasks

      Hi Zoho Projects team, I would love to see a feature to allow Strict Dates for Tasks. Sometimes in projects you have dates which must not move, even if predecessor Task dates change. For example, perhaps you need to book access to a facility to perform

    • No Mark as filed buton in GSTR -3b

      We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B.  How to mark corrosponding GSTR-3B as filed?

    • ranking by drag the choices instead of rank by number

      is the option of draging the choice is available instead of selecting the ranking number for each choice?

    • TASKS - Dashboard to show ALL Tasks from ALL apps.

      The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us

    • Function #13: Transaction level profitability

      In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specific

    • Zoho CRM with Sap Business One

      I need information about integration CRM with Sap BO, thank.

    • Allow bill to nest multiple projects

      A bill (purchase) is more often than not used across multiple projects and this functionality is missing and very urgently needed for accurate reporting of purchases across projects

    • Next Page