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Enhancing Zoho Desk With Native And Marketplace Integrations

The video is part of a Desk full product tutorial focusing hot to integrate Zoho Cliq with Zoho CRM. Here is a quick breakdown of the various talking points:

  • The discussion was about Integrations and extensions for Zoho Desk, emphasizing their ability to enhance the functionality of the tool.
  • Zoho Desk allows for integration with various Zoho applications like CRM and apps from the finance suite such as Zoho Invoice, Zoho Books, Inventory, and Subscriptions.
  • These integrations enable users to link their Zoho Desk contacts with other apps’ contacts and create records in those apps without leaving Zoho Desk.
  • The integration with Zoho Analytics provides powerful tools for keeping track of agents’ performance and customers’ experiences.
  • Zoho Desk can also integrate with Zoho Projects for creating tasks and submitting issues, useful for coordinating between customer support agents and developers.
  • Zoho Assist enables screen-sharing support sessions, while Zoho Lens uses augmented reality technology to allow agents to visualize customer products in a 3D environment and provide instructions in real-time.
  • Zoho Desk also offers integrations for Microsoft users, specifically Office 365 and Microsoft Teams. These integrations facilitate email and ticket management within Zoho Desk’s interface.
  • Other integrations like sending SMS notifications using add-ons like SMS Magic or Clickatell, tracking cases with Jira or Salesforce, and receiving ticket updates on Slack.
  • Zoho Desk can be connected to various systems like MailChimp, Gmail, Google Calendar, and Shopify using Zapier or Zoho’s equivalent, Zoho Flow.
  • The integration with Zoho Campaigns for Zoho Desk is a new feature that allows users to view all campaigns a contact has been involved in and add contacts to mailing lists directly from the ticketing screen.
  • Post-installation, users can change the settings of installed extensions, decide on department-level access, and update extensions if needed.

For more resources on Zoho Desk, click here to return to our Zoho Desk resources.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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