How to Integrate Zoho Desk with Zoho CRM

Описание: How to Integrate Zoho Desk with Zoho CRM



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Integrating Zoho Desk with Zoho CRM allows you to connect customer support with sales data, giving your team a complete view of every customer interaction. In this video, you’ll learn exactly how to integrate Zoho Desk with Zoho CRM so your support agents and sales teams can work together more efficiently.

Many businesses use Zoho Desk and Zoho CRM separately without realizing how powerful they become when connected. This step-by-step tutorial walks you through the entire integration process, showing you where to enable the connection, how to configure key settings, and how to sync customer data between the two platforms.

We’ll explain how tickets in Zoho Desk can be linked to CRM contacts, leads, and accounts, allowing support agents to see sales history, notes, and customer details directly inside tickets. You’ll also learn how CRM users can view support tickets, conversations, and resolution status without leaving Zoho CRM.

This guide is perfect for small businesses, growing teams, customer support managers, CRM admins, and anyone using Zoho’s ecosystem. Integrating Zoho Desk with Zoho CRM helps improve response times, customer satisfaction, and internal collaboration by breaking down data silos.

By the end of this video, you’ll know how to connect Zoho Desk to Zoho CRM, customize integration settings, and test the sync to ensure everything works correctly. Whether you’re setting this up for the first time or optimizing an existing setup, this tutorial will help you get the most out of both tools.

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