Flexie CRM + Zoho Desk Integration

Connect Flexie CRM to Zoho Desk - Automate your workflows in 1-click

Make use of Flexie CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Zoho Desk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Combine the benefits of both with Integrately’s Flexie CRM + Zoho Desk integration.

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Ready Workflows For Flexie CRM + Zoho Desk Integration

Just click on the workflow you want to automate

Create Flexie CRM 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 Flexie CRM. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and contacts in one place.

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Create Flexie CRM deal for new Zoho Desk ticket

Zoho Desk + Flexie CRM Integration

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Create Your Own Flexie CRM & Zoho Desk Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Universal trigger in Flexie CRM
Triggers the automation when any event occurs
Instant
Ticket is created in Zoho Desk
Triggers the automation when a new ticket is created
Instant
Ticket is updated in Zoho Desk
Triggers the automation when a ticket is modified
Instant
Account is created in Zoho Desk
Triggers the automation when a new account is created
Instant
Agent is created in Zoho Desk
Triggers the automation when a new agent is created
Instant
Message is created in Zoho Desk
Triggers the automation when a new message is created
Instant
Comment is created in Zoho Desk
Triggers the automation when a new comment is created
Instant
Contact is created in Zoho Desk
Triggers the automation when a new contact is created
Instant
Attachment is added in Zoho Desk
Triggers the automation when a new attachment is added
Instant

Create contact in Flexie CRM
Adds a new contact to the database
Update contact in Flexie CRM
Updates contact information with new details
Search contact in Flexie CRM
Finds and retrieves contact information
Create deal in Flexie CRM
Generates a new deal with
Update deal in Flexie CRM
Updates deal information based on new criteria or changes
Search deal in Flexie CRM
Retrieves and find a deal
Update custom entity in Flexie CRM
Updates a custom entity with new information
Create account in Flexie CRM
Generates a new account
Search account in Flexie CRM
Searches for account information
Update account in Flexie CRM
Updates account information
Create custom entity in Flexie CRM
Creates a new marketing campaign
Search custom entity in Flexie CRM
Searches for a custom entity
Create lead in Flexie CRM
Generates new leads for potential customers
Search lead in Flexie CRM
Retrieves information for a particular lead
Update lead in Flexie CRM
Updates the lead information
Create ticket in Zoho Desk
Generates a new ticket
Update ticket in Zoho Desk
Updates ticket information
Search ticket in Zoho Desk
Searches for a ticket
Create contact in Zoho Desk
Adds a new contact to the database
Search contact in Zoho Desk
Finds and retrieves contact information
Update contact in Zoho Desk
Updates contact information with new details
Add attachment in Zoho Desk
Adds an attachment to the selected item
Add comment in Zoho Desk
Adds a comment to a record
Create account in Zoho Desk
Generates a new account
Send email reply in Zoho Desk
Sends an email reply

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Flexie CRM & Zoho Desk In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Zoho Desk With 1200+ Other Apps

Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

See Flexie CRM Integrations

Zoho Desk is a simple and easy tool that lets you manage your customer service. Whether it is managing tickets, handling inbound calls or simply sending out follow-up emails, Zoho Desk makes the entire process effortless and cost-effective for you.

See Zoho Desk Integrations