Salesmate + Zoho Desk Integration

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Popular Salesmate + Zoho Desk Workflows

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

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

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

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Create Salesmate deal for new Zoho Desk ticket

Zoho Desk + Salesmate Integration

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Create Zoho Desk ticket for new Salesmate deal

Salesmate is a great tool for managing customer relationships. However, when an deal is created in Salesmate, it can be difficult to track the progress of that deal 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 deal is created in Salesmate. 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 deal.

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Create Zoho Desk ticket for new Salesmate contact

Salesmate + Zoho Desk Integration

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Create Zoho Desk user for new Salesmate contact

Salesmate + Zoho Desk Integration

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Contact is updated in Salesmate Instant
Deal is updated in Salesmate Instant
Company is updated in Salesmate Instant
Activity is updated in Salesmate Instant
Contact is created in Salesmate
Deal is created in Salesmate
Company is created in Salesmate
Activity is created in Salesmate
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
Contact is created in Zoho Desk Instant
Comment is created in Zoho Desk Instant
Attachment is added in Zoho Desk Instant

Create note in Salesmate
Create Contact in Salesmate
Search contact in Salesmate
Update Contact in Salesmate
Create Deal in Salesmate
Update Deal in Salesmate
Search deal in Salesmate
Create Activity in Salesmate
Update Activity in Salesmate
Search activity in Salesmate
Create Company in Salesmate
Update Company in Salesmate
Search company in Salesmate
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
Create account in Zoho Desk
Add attachment in Zoho Desk
Add comment in Zoho Desk
Send email reply in Zoho Desk

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You Can Also Integrate Salesmate & Zoho Desk With 1000+ Other Apps

Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.

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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.

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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesmate & Zoho Desk with 1000+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.