Integrate Zendesk with Zoho CRM

Send information between Zendesk and Zoho CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket updated

Triggers when the details of a ticket is updated

Ticket created

Triggers when a new ticket is created

User created

Triggers when a new user is created

Organization created

Triggers when a new organization is created

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create User

Creates a new user

Create Ticket

 Creates a new ticket

Create Request

Creates a new ticket in a verified end user's account

Add Tag

Adds tag to the selected ticket

Update Ticket

Updates an existing ticket status or adds comments

Update User Details

Updates an existing user's details

Update Organization

Updates an existing organization

Add Comment

Adds comment to the selected ticket

Fetch Organization

Fetches the details of an existing organization

Fetch Ticket

Fetches a ticket by ID

Fetch User

Fetches the details of an existing user by ID

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Send mail merge

Sends a mail merge with details of the selected record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

What is Zendesk?

Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more

Rahul Roushan

CEO, OpIndia

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more

Toto

Technical Engineer, Master Liveaboards

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