Zoho Desk + Salesforce Integration

Connect Zoho Desk to Salesforce 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
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for Zoho Desk + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Zoho Desk + Salesforce Integration

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

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

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

Create Zoho Desk ticket for new Salesforce opportunity

Salesforce is a great tool for managing customer relationships. However, when an opportunity is created in Salesforce, 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 Salesforce. 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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Who Is This Integration For?

Customer Support Teams
Customer Support Teams
Sales Managers
Sales Managers
Account Managers
Account Managers
Business Analysts
Business Analysts
IT Administrators
IT Administrators
Customer Support Teams
Customer support teams often struggle with ensuring that every ticket logged in Zoho Desk is acknowledged and followed up in Salesforce, leading to potential service lapses and delayed responses.
Sales Managers
Sales managers find it challenging to keep track of customer issues that need attention in Salesforce, causing them to miss opportunities for upselling or preventing churn.
Account Managers
Account managers face difficulties in bridging the gap between customer support and sales information, which can result in incomplete customer profiles and inadequate preparation for meetings.
Business Analysts
Business analysts often need consolidated reports that combine support data from Zoho Desk with sales data in Salesforce to identify trends and areas of improvement.
IT Administrators
IT administrators need a way to streamline and automate support data integration into Salesforce to reduce manual data entry and decrease the risk of errors.
Zoho Desk logo
Salesforce logo

What Can You Automate With Zoho Desk + Salesforce

Create Salesforce tasks for new Zoho Desk tickets
Whenever a new ticket comes into Zoho Desk, create a corresponding task in Salesforce. This helps you ensure that each support case gets the attention it needs and nothing slips between the cracks.
Update Salesforce contacts from Zoho Desk ticket replies
Automatically update your contact details in Salesforce when additional information is gathered from replies in Zoho Desk. This keeps all your customer data current and accurate.
Create follow-up opportunities in Salesforce for high-priority tickets
When a high-priority ticket is identified in Zoho Desk, create a follow-up opportunity in Salesforce. This ensures your sales team can proactively reach out to address critical issues or upsell opportunities.
Log calls in Salesforce when Zoho Desk tickets are closed
Once a ticket is closed in Zoho Desk, log a call in Salesforce to keep track of the resolution process. This helps maintain a complete history of customer interactions.
Alert sales reps of VIP ticket updates in Zoho Desk
Send instant alerts to sales reps in Salesforce when there are updates on VIP customer tickets in Zoho Desk. This ensures your team is always in the loop and can act swiftly.
And much more...
Automations

Top 10 Most Popular Zoho Desk Automations from
Integrately Community

Just click on the workflow you want to automate

Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Zoho Desk logo
WhatsApp logo
Send WhatsApp message for new Zoho Desk ticket
Activate
Elementor Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Elementor Forms form submission
Activate
Fluent Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Fluent Forms form submission
Activate
Simvoly logo
Zoho Desk logo
Create Zoho Desk ticket for new Simvoly form submission
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Zoho Desk logo
WhatsApp logo
Send WhatsApp message for new Zoho Desk ticket
Activate
Elementor Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Elementor Forms form submission
Activate
Fluent Forms logo
Zoho Desk logo
Create Zoho Desk ticket for new Fluent Forms form submission
Activate
Simvoly logo
Zoho Desk logo
Create Zoho Desk ticket for new Simvoly form submission
Activate
Zoho Desk logo
ClickUp logo
Create ClickUp task for new Zoho Desk ticket
Activate
Zoho Desk logo
Google Chat logo
Send Google Chat message for new Zoho Desk ticket
Activate
Zoho Desk logo
Saleshandy logo
Create Saleshandy prospect for new Zoho Desk ticket
Activate
Zoho Desk logo
Zulip logo
Send Zulip message for new Zoho Desk ticket
Activate
Zoho Desk logo
AiSensy logo
Send AiSensy template message for new Zoho Desk ticket
Activate
Zoho Desk logo
ClickUp logo
Create ClickUp task for new Zoho Desk ticket
Activate
Zoho Desk logo
Google Chat logo
Send Google Chat message for new Zoho Desk ticket
Activate
Zoho Desk logo
Saleshandy logo
Create Saleshandy prospect for new Zoho Desk ticket
Activate
Zoho Desk logo
Zulip logo
Send Zulip message for new Zoho Desk ticket
Activate
Zoho Desk logo
AiSensy logo
Send AiSensy template message for new Zoho Desk ticket
Activate

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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

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.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.