- Open your Zoho Desk. Click the gear icon.
- Go to Marketplace and click "Zoho".
- Click "Zoho CRM" to begin the integration.
- Click Integrate.
- Authorize the CRM connection.
- Choose the "Start Sync".
- Match the fields between Zoho Desk and Zoho CRM so customer data syncs correctly.
- Open the Tickets module.
- Open a ticket to view CRM information.
- Click "CRM Contact Info”.
- View the contact in Zoho CRM.
How To Do Custom CRM Integration With Zoho
Follow this interactive demo to learn how to do your custom CRM integration with Zoho.
Your product deserves an interactive demo
Similar Articles
No items found.