Zoho Desk is web-based help desk software that gives you the ability to manage your customer support activities efficiently by assigning, tracking and setting up alerts on help desk tickets. This integration allows you to view, update, and create Zoho Desk customers, tickets, and conversations directly from Acquire.
In this article:
- Installing Zoho Desk
- Updating & Syncing Contacts
Installing Zoho Desk
Go to App Store > CRM > Zoho Desk and click on 'Install App'. A pop-up window will appear, click the 'Install' button.
On the next page, review the app permissions and click the 'Authorize Access' button to confirm.
You will then be taken back to the Acquire Admin Panel. Enter your Zoho Desk subdomain as shown below, then click 'Save'
Next, you'll be redirected to Zoho Desk. Enter your admin credentials and log in.
You will be presented with an authentication message. Click 'Accept' to give Acquire access to Zoho Desk.
Finally, you will be asked to choose your 'Mapping' configuration. You can choose the default settings or make your own selections for each field. Click 'Save' to complete the integration.
Updating & Syncing Contacts
Contact profiles can be updated in Acquire and synced into Zoho Desk without leaving the conversation. To sync details, click the Zoho Desk icon in the top right of the contact profile.
The Contact and Ticket details are now saved across both systems.
Alternatively, close the conversation in Acquire and the chat transcript will sync into the Zoho Desk ticket.