7 Most Popular Zoho Desk Integrations with Zoho Apps

As the ultimate software suite that maximizes the results of your support team, Zoho Desk has a bunch of helpful app integrations that are guaranteed to transform the way your customer support team works.

If you’re wondering which Zoho applications can be integrated with Zoho Desk for better optimization, you’re in for a treat. Let’s discuss Zoho Desk Integrations that will work miracles for your business.

Zoho Desk Integration with Zoho CRM

Zoho CRM for Zoho Desk

Most of the businesses today are doing their best to reach a larger audience. However, many companies fail to understand that a returning customer is always better than a new customer.

The logic behind this is simple: if you showed your clients that they could trust you, they’d come back to do more business with you. The benefits of Zoho Desk and Zoho CRM integration make this one of the best business decisions you can make.

Zoho Desk Integration with Zoho Finance Suite

Zoho Finance suit integration for Zoho Desk

Payments and billing are essential aspects of your relationship with your customers. With this integration, there is no longer the need to go back and forth between your financial team and your customer representatives to provide your buyers with the answers they need.

With the Zoho Finance Suite integration, you or your agents can view and manage customers’ accounting and billing information on Zoho Desk. A customer support agent can see the current and past payment status per customer. Of course, if you decide to give your agents the necessary permissions, they can also change the payment status of an estimate or invoice, convert existing estimates into invoices, and even send them directly to the client.

Are your support agents talking to a new customer that is yet to find their place in your Zoho Books? Don’t worry; you can add them right from the ticket and proceed as if they were there all along.

Integrating Zoho Forms With Desk

Zoho Form integration with Zoho Desk

Now, it is also no secret that questionnaires and similar forms can help immensely with figuring out how your customers feel about your business, product, or service.

These are, of course, actionable insights – if you know how to use them. By integrating Zoho forms with Desk, you can get these form submissions inside your Zoho Desk’s dashboard. From there, your support agents can address them accordingly and turn both positive and negative feedback into happy customers and more sales.

ZohoSalesIQ and Zoho Desk Integration

Zoho Desk integration with SalesIQ

ZohoSalesIQ is another powerful customer support tool that allows you to support your clients through live chat. You should most certainly integrate this popular method of support with your Zoho Desk to combine all the power of support in one place.

Adding the live and on-demand element of your customer service to your existing operations is bound to make a significant improvement in your customer retention efforts.

Zoho Sign and Zoho Desk Integration

Zoho Sign with Zoho Desk integration

If your business handles a lot of paperwork that needs to be signed online, you shouldn’t ignore this helpful integration. It’s what Zoho Sign does best – it helps you manage all your signatures online and allows you to sign anything you need to sign whenever and wherever you are, as long as you have one of your devices with you.

Time-sensitive support tickets that require your signature on legally binding documents shouldn’t be stressful. Once you integrate these two, they will turn into a single tap.

How Zoho Desk and Zoho Assist Integrate?

Zoho Assist integration with Zoho Desk

Is there a better way to provide customer service than doing it live? Probably not, which is why so many people rely on Zoho Assist to provide superb remote support to their clients. Zoho Assist allows its users to remotely access customers’ devices and fix those troublesome issues that would otherwise require hours of back and forth with customer support.

If you have been experiencing this issue in your business, and your customer support team is lagging due to unresolved issues with a couple of customers – this integration will certainly be a lifesaver. It will allow you to optimize the whole support process, provide better customer assistance, and take significant pressure off your support team.

What About the Integration With ZohoCliq?

Zoho Cliq integration with Zoho Desk

If you rely heavily on Zoho Cliq and its chat to manage your business, this integration could be the most beneficial – even though it’s the last one on our list. After all, no one has the time for lengthy emails, to-do lists, and unlimited back and forth with your support team on their assignments for the day. If you integrate these two – all those tasks will convert into a single chat.

From the chat, you can receive all the necessary notifications about tickets, statuses, and comments. Also, you can effortlessly reply to these, change statuses, and add comments from the direct message notifications. Clicking on the ticket’s subject in Cliq will open the ticket in the Desk’s interface, which is helpful if you feel the need to take over the ticket and solve it yourself.

Lastly, this option provides you with a quick, daily digest notification. You can see the number of resolved, open, and due tickets and customer satisfaction scores through it. It can give you an excellent, yet quick, insight into the performance of your support team.

Should You Integrate?

Now that we’ve covered all the possibilities, it’s time to start integrating! After all, the more you know about your customers, the better customer support you can provide. It’s no secret that increased customer satisfaction will always be the reason behind many recurring sales in any customer-centric business.

Need help integrating these amazing apps with Zoho Desk? Feel free to fill out my contact form, and let’s take it from there!


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