PerfexCRM + Zoho Desk Integration

Connect PerfexCRM to Zoho Desk in 1 click

Integrate PerfexCRM + Zoho Desk For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular PerfexCRM + Zoho Desk Workflows

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

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

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

Activate

1of1

Create Your Own PerfexCRM & Zoho Desk Integration Without Any Code

Create Custom Workflow

Ticket is created in Zoho Desk Instant
Ticket is updated in Zoho Desk Instant
Account is created in Zoho Desk Instant
Agent is created in Zoho Desk Instant
Message is created in Zoho Desk Instant
Comment is created in Zoho Desk Instant
Contact is created in Zoho Desk Instant
Attachment is added in Zoho Desk Instant

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Create ticket in Zoho Desk
Update ticket in Zoho Desk
Search ticket in Zoho Desk
Create contact in Zoho Desk
Search contact in Zoho Desk
Update contact in Zoho Desk
Add attachment in Zoho Desk
Add comment in Zoho Desk
Create account in Zoho Desk
Send email reply in Zoho Desk

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

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

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM 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