Dotloop + Zoho Desk Integration

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Dotloop + Zoho Desk Integration

Create Zoho Desk ticket for new Dotloop loop

Dotloop is a great tool for managing customer relationships. However, when an loop is created in Dotloop, it can be difficult to track the progress of that loop and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Zoho Desk whenever an loop is created in Dotloop. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the loop.
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Zoho Desk + Dotloop Integration

Create Dotloop contact from new Zoho Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Dotloop. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Dotloop integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Dotloop.

This makes it easy to keep track of your support tickets and contacts in one place.
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Dotloop + Zoho Desk Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Zoho Desk
    Ticket is created in Zoho Desk Instant
  • Zoho Desk
    Ticket is updated in Zoho Desk Instant
  • Zoho Desk
    Account is created in Zoho Desk Instant
  • Zoho Desk
    Agent is created in Zoho Desk Instant
  • Zoho Desk
    Message is created in Zoho Desk Instant
  • Zoho Desk
    Comment is created in Zoho Desk Instant
  • Zoho Desk
    Contact is created in Zoho Desk Instant
  • Zoho Desk
    Attachment is added in Zoho Desk Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Zoho Desk
    Create ticket in Zoho Desk
  • Zoho Desk
    Update ticket in Zoho Desk
  • Zoho Desk
    Search ticket in Zoho Desk
  • Zoho Desk
    Create contact in Zoho Desk
  • Zoho Desk
    Search contact in Zoho Desk
  • Zoho Desk
    Update contact in Zoho Desk
  • Zoho Desk
    Add attachment in Zoho Desk
  • Zoho Desk
    Add comment in Zoho Desk
  • Zoho Desk
    Create account in Zoho Desk
  • Zoho Desk
    Send email reply in Zoho Desk
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