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

    • integarting attachments from crm to creator

      when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
    • Search Option

      🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
    • Mobile Chat Window - Full Screen

      Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
    • Is it possible to customize ZC Themes?

      I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
    • Is it possible to create Custom function-based Lookup field in Zoho CRM

      Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
    • @mention in comments no notification

      Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
    • Zoho unified inbox

      The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
    • Add "Running Balance" column to Account Transaction Reports

      Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
    • error : Object code : 6500

      b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
    • How to book GST paid in zoho books

      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
    • I got unknown charge from Zoho

      Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
    • Attach Files to Your Notecards and share them on the go!

      Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
    • How to searchByCriteria records that are under approval?

      I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
    • How to add Simple Analytics to Zoho Pages?

      I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
    • Cant seem to delete an email account

      Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
    • Import data into Multi-Select lookup field from CSV/Excel

      How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
    • Script that deletes a record?

      We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
    • A formula that capitalises the first letter of each word

      Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.
    • Quotes in Commerce?

      In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to
    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?
    • Register user through Phone Number by Generating OTP

      In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification
    • Unable to change sales_order status form "not_invoiced" to "invoiced"

      I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting
    • Custom Buttons for Mass Actions

      Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were
    • Zoho Vault Passwords

      Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.
    • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

      I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?
    • 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
    • 【Zoho CRM】レポート機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
    • Translation in zoho bookings

      We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking
    • Is there any way to bill one client in different currencies on different invoices?

      I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
    • API name for all fields in Zoho Project (Standard or custom)

      Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App
    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to
    • Zoho Assist not rendering NinjaTrader chart properly

      Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays
    • Link(s) between Notes

      Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking
    • Zoho Books | Product updates | August 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
    • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

      Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section
    • Next Page