PerfexCRM + Zoho Desk Integration

Connect PerfexCRM to Zoho Desk in 1 click

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1.
  • 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
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + Zoho Desk Integration

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Zoho Desk + PerfexCRM Integration

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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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular Zoho Desk Automations from
Integrately Community

Most popularmost-popular-automations
01
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
02
Zoho Desk logo
WhatsApp logo
Send WhatsApp message for new Zoho Desk ticket
03
Elementor Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Elementor Forms form submission
04
Fluent Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Fluent Forms form submission
05
Simvoly logo
Zoho Desk logo
Create Zoho Desk ticket for new Simvoly form submission
cloud
Zoho Desk
app integration
06
Zoho Desk logo
ClickUp logo
Create ClickUp task for new Zoho Desk ticket
07
Zoho Desk logo
Google Chat logo
Send Google Chat message for new Zoho Desk ticket
08
Zoho Desk logo
Saleshandy logo
Create Saleshandy prospect for new Zoho Desk ticket
09
Zoho Desk logo
Zulip logo
Send Zulip message for new Zoho Desk ticket
10
Zoho Desk logo
AiSensy logo
Send AiSensy template message for new Zoho Desk ticket
How Integrately Works?

How Integrately Works?

1
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2
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Zoho Desk With 1400+ Other Apps

PerfexCRM
PerfexCRM
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.
Zoho Desk
Zoho Desk
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.