Zoho

Zoho

by Zoho Corporation

Bridge the gap between sales and support with actionable insights from Pipedrive for Zoho Desk.

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App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Zoho Desk, the industry's first context-aware customer service software now integrates with Pipedrive, the first CRM designed by salespeople. This integration will bridge the gap between sales and support, empowering your support teams to solve tickets faster, and with better context. Here's what you can do with this integration:

  • Export crucial contact information such as name, email address and phone numbers from Pipedrive to Zoho Desk. So, when a ticket comes in, you know who it's from instantly. Using this context, agents can check past tickets and pending issues.

  • If there are sales deals associated with a given contact, this information will be made available to you. View the number of deals, deal sizes and other notes left by sales reps within Zoho Desk.

  • View a record of all past activities a contact has engaged in, including calls, meetings and tasks

  • In the event that you accumulate valuable contact information, you can create and manage contacts directly from your Zoho Desk account. Newer contacts will be synced with your Pipedrive account automatically.

Installation instructions

  1. The Pipedrive extension can be installed from Zoho Marketplace or your Zoho Desk account

  2. If you're an administrator, log in to your Zoho Desk account

  3. Click the "Setup" icon in the top bar

  4. Under "Marketplace", click "All"

  5. Search for Pipedrive in the search bar and click "Install"

  6. On the Pipedrive Installation Setup page, select the profiles of the agents who can access the extension in Zoho Desk

  7. Agree to the terms of use and click "Install"

  8. Click "Authorize" and select the portal in which you want to install the extension

  9. Click "Authorize" in the following pop-up

  10. Upon successful installation, the extension can be accessed from the left tab of the ticket detail page

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