Zoho Desk + OnePageCRM Integration

Connect Zoho Desk to OnePageCRM - Automate your workflows in 1-click

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

Create Zoho Desk ticket for new OnePageCRM deal

OnePageCRM is a great tool for managing customer relationships. However, when an deal is created in OnePageCRM, it can be difficult to track the progress of that deal 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 deal is created in OnePageCRM. 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 deal.
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Zoho Desk + OnePageCRM Integration

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

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Zoho Desk + OnePageCRM Integration
1.
  • Zoho Desk
    Ticket is created in Zoho Desk

    Triggers the automation whenever a new ticket is created

    Instant
  • Zoho Desk
    Ticket is updated in Zoho Desk

    Triggers the automation whenever a ticket is modified

    Instant
  • Zoho Desk
    Account is created in Zoho Desk

    Automatically adds an attachment to the selected item

    Instant
  • Zoho Desk
    Agent is created in Zoho Desk

    Triggers the automation whenever a new agent is created

    Instant
  • Zoho Desk
    Message is created in Zoho Desk

    Triggers the automation whenever a new message is created

    Instant
  • Zoho Desk
    Comment is created in Zoho Desk

    Triggers the automation whenever a new comment is created

    Instant
  • Zoho Desk
    Contact is created in Zoho Desk

    Triggers the automation whenever a new contact is created

    Instant
  • Zoho Desk
    Attachment is added in Zoho Desk

    Triggers the automation whenever a new attachment is added

    Instant
  • OnePageCRM
    Deal is updated in OnePageCRM

    Triggers the automation whenever a deal is updated

  • OnePageCRM
    Contact is updated in OnePageCRM

    Triggers the automation whenever a contact is updated

  • OnePageCRM
    Contact is created in OnePageCRM

    Triggers the automation whenever a new contact is added

  • OnePageCRM
    Pending deal is created in OnePageCRM

    Triggers the automation whenever a pending deal is created

  • OnePageCRM
    Deal is won in OnePageCRM

    Triggers the automation whenever a deal is won

  • OnePageCRM
    Action is created in OnePageCRM

    Triggers the automation whenever a new action is created

2.
  • Zoho Desk
    Create ticket in Zoho Desk
  • Zoho Desk
    Update ticket in Zoho Desk

    Triggers the automation whenever a form is filled

  • Zoho Desk
    Search ticket in Zoho Desk

    Automatically searches for a ticket

  • Zoho Desk
    Create contact in Zoho Desk

    Automatically generates a new ticket

  • Zoho Desk
    Search contact in Zoho Desk

    Automatically finds and retrieves contact information

  • Zoho Desk
    Update contact in Zoho Desk

    Automatically updates ticket information

  • Zoho Desk
    Add attachment in Zoho Desk
  • Zoho Desk
    Add comment in Zoho Desk

    Automatically adds a comment to a record

  • Zoho Desk
    Create account in Zoho Desk

    Automatically adds a new contact to the database

  • Zoho Desk
    Send email reply in Zoho Desk

    Automatically sends an email reply

  • OnePageCRM
    Create note attachment in OnePageCRM

    Automatically creates a new note attachment

  • OnePageCRM
    Create contact in OnePageCRM

    Automatically adds a new contact to the database

  • OnePageCRM
    Add note to a contact in OnePageCRM

    Automatically adds a note to a contact

  • OnePageCRM
    Search contact by name in OnePageCRM

    Automatically find information about a contact using the name

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750 Tasks
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Integrate Zoho Desk & OnePageCRM In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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