Integrate Zoho Desk with Zoho CRM
Send information between Zoho Desk and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Desk and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Ticket moved
Triggers when a ticket is moved to a different team or department
Ticket status updated
Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.
Time entry updated
Triggers when a time entry is updated in the selected task
Task created
Triggers when a new task is created in the selected portal
Article updated
Triggers when an existing article is updated
Call updated
Triggers when the details of a call is updated in the selected portal
Contact created
Triggers when a new contact is created in the selected portal
Ticket comment updated
Triggers when the selected ticket comment is updated
Product created
Triggers when a new product is created
Time entry created
Triggers when a new time entry is created in the selected task
Ticket updated
Triggers when the details of the selected ticket is updated
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Event created
Triggers when a new event is created in the selected portal
Call created
Triggers when a new call is created in the selected portal
Event updated
Triggers when the details of an event is updated
Ticket created
Triggers when a new ticket is created in the selected portal
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Contact updated
Triggers when the details of a contact is updated in the selected portal
Task updated
Triggers when the details of a task is updated in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Ticket approval added
Triggers when a new ticket approval is added
Account updated
Triggers when the details of the selected account is updated
Article created
Triggers when a new article is created
Account created
Triggers when a new account is created in the selected portal
Agent created
Triggers when a new agent is created in the selected portal
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Agent updated
Triggers when the details of an agent is updated in the selected portal
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
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 product
Creates a new product in the selected organization
Create call
Creates a new call in the selected organization
Create contact comment
Creates a comment in the selected contact
Remove tag
Removes a tag from the specified ticket
Create ticket comment
Creates a comment in the selected ticket
Create article
Creates a new article
Add agent to team
Adds the specified agent to the selected team
Create account
Creates a new account in the selected organization
Add user to group
Adds the specified users to an existing group
Create topic
Creates a new topic
Create custom module record
Creates a new custom module record
Create task comment
Creates a new comment in the specified task
Create ticket
Creates a new ticket in the selected organization
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Add task time entry
Adds time entry for an existing task
Add tag
Adds a tag to the specified ticket
Create contact
Creates a new contact in the selected organization
Create event
Creates a new event in the selected organization
Create task
Creates a new task in the selected department
Add ticket time entry
Adds time entry for an existing ticket
Send email reply
Sends a reply for the specified ticket created in the email channel
Create topic comment
Creates a comment for the specified topic
Create agent
Creates a new agent in the selected organization
Create contract
Creates a new contract for the selected account
Dissociate accounts to contact
Dissociates the specified account with the specified contact
Invite contact to the help center
Invites the specified contacts to help center
Update article
Updates the details of an existing article
Edit ticket time entry
Edits the time entry of an existing ticket
Update contract
Updates the details of an existing contract
Update ticket
Updates the details of an existing ticket
Update ticket comment
Updates the comment for the specified ticket
Send custom channel reply
Sends reply for a ticket via the selected channel
Remove user from group
Removes the specified users from an existing group
Update task timer
Updates the timer of an existing task
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Associate accounts to contact
Associates the specified account with the specified contact
Update KB user status
Updates the status of an existing KB user
Remove agent from team
Removes the specified agent from the selected team
Update task
Updates the details of an existing task
Update call timer
Updates the timer of an existing call
Update ticket timer
Updates the timer of an existing ticket
Move ticket
Moves the specified ticket to the selected department
Update product
Updates the details of the selected product
Update topic
Updates the details of an existing topic
Update agent
Updates the details of an existing agent
Update contact comment
Updates the specified comment in the selected contact
Update contact
Updates the selected contact
Update custom module record
Updates the details of an existing custom module record
Update agent availability
Updates the availability status of an existing agent
Update call
Updates the details of the specified call
Close ticket
Closes the specified tickets
Update account
Updates the selected account
Fetch custom module record
Fetches the details of an existing custom module record
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch call
Fetches the details of a call based on the selected field
Fetch task
Fetches the details of an existing task by ID
Fetch event
Fetches the details of an event based on the selected field
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch account
Fetches an existing account by name or ID
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch KB user
Fetches the details of an existing KB user
Fetch contract
Fetches the details of an existing contract
Fetch article
Fetches the details of an existing article
Fetch ticket
Fetches the details of an existing ticket
Fetch ticket time entry
Fetches the time entry of an existing ticket
Trash account
Moves selected account to the recycle bin
Trash contact
Moves selected contact to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
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 Zoho Desk?
Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.
Similar apps
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.
Similar apps
Build 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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Technical Engineer, Master Liveaboards
