PerfexCRM + Zoho Desk Integration

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

Make use of PerfexCRM 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. Get the best of both with Integrately’s PerfexCRM + Zoho Desk integration.

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Ready Workflows For PerfexCRM + Zoho Desk Integration

Just click on the workflow you want to automate

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.

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Create Your Own PerfexCRM & Zoho Desk Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

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 lead in PerfexCRM
Generates new leads for potential customers
Search lead in PerfexCRM
Retrieves information for a particular lead
Create customer in PerfexCRM
Adds a new customer to the database
Create ticket in PerfexCRM
Generates a new ticket
Search customer in PerfexCRM
Locates and retrieves customer information
Update customer in PerfexCRM
Updates a customer's information
Create task in PerfexCRM
Creates a new task
Create contact in PerfexCRM
Adds a new contact to the database
Create invoice in PerfexCRM
Generates invoices for sales transactions
Search invoice in PerfexCRM
Locates and retrieves invoices with
Update task in PerfexCRM
Updates the task with new information or changes
Search task in PerfexCRM
Searches for a task
Create project in PerfexCRM
Creates a new project
Search project in PerfexCRM
Searches for a project
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Searches for a ticket
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

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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