Salesflare + Zoho Desk Integration

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Zoho Desk + Salesflare Integration

Create Salesflare person 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 persons in Salesflare. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and persons in one place.
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Salesflare + Zoho Desk Integration

Create Zoho Desk ticket for new Salesflare opportunity

Salesflare is a great tool for managing customer relationships. However, when an opportunity is created in Salesflare, it can be difficult to track the progress of that opportunity 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 opportunity is created in Salesflare. 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 opportunity.
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Salesflare + Zoho Desk Integration
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stages is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
  • 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
2.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
  • Zoho Desk
    Create ticket in Zoho Desk
  • Zoho Desk
    Update ticket in Zoho Desk
  • Zoho Desk
    Search ticket in Zoho Desk
  • Zoho Desk
    Create contact in Zoho Desk
  • Zoho Desk
    Search contact in Zoho Desk
  • Zoho Desk
    Update contact in Zoho Desk
  • Zoho Desk
    Add attachment in Zoho Desk
  • Zoho Desk
    Add comment in Zoho Desk
  • Zoho Desk
    Create account in Zoho Desk
  • Zoho Desk
    Send email reply in Zoho Desk
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