Zoho Desk Contact Center

A Zoho Desk contact lookup. If there exists the same number in Zoho Desk, the matched Zoho Desk contact will be synchronized to the associated PBX phonebook, and the synchronized contact is read-only. For more information, see Set up Contact Synchronization from Zoho Desk. Automatic Contact or Account Creation A new contact or account will be created automatically in Zoho Desk when the associated extensions call or receive calls from an unknown number. For more information, see Set up Automatic Contact or Account Creation for Zoho Desk. Automatic Ticket Creation When the extension associated with a Zoho Desk user receives an inbound call from, or places an outbound call to a Zoho Desk contact, a new ticket will be created automatically in the contact's details page. Note: Due to limitations in Zoho Desk, the "Automatic Ticket Creation feature" is only available for Contacts and not for Accounts. For more information, see Set up Automatic Ticket Creation for Zoho Desk.

Zoho Inventory - Zoho Desk IntegrationZoho Desk is a help desk software used by businesses to address customer queries and feedbacks over a variety of channels. You integrate it with Zoho Inventory to charge your customers for the tickets handled in Zoho Desk.Set up the IntegrationPrerequisite: You have to be an admin in your Zoho Desk portal to set up the integration.Note: You can integrate only one Zoho Inventory organization with a Zoho Desk portal at a time.To launch Zoho Desk from Zoho Inventory:Go to Settings > Integrations > Zoho Apps.Click Connect next to Zoho Desk.Read about the integration and click Set up Integration.If you already have an active Zoho Desk portal, you will be redirected to it. Otherwise, you will be prompted to create a new one.Note: This integration has to be set up from Zoho Desk. Visit their help resource to learn how.Once you have set up the integration, you can configure the permissions available for each profile in Zoho Desk.Map ContactsYour contacts in Zoho Desk can be mapped to your customers in Zoho Inventory based on their email address. To do this, select a contact or a ticket in Zoho Desk, and click the Zoho Inventory icon. If you have a customer in Zoho Inventory with the same email ID, it will be listed here and you can map them. If not, you can create a new contact here, and they will be added as a customer in Zoho Inventory. Pro Tip: You can delink a contact by clicking Delink contact option which is available when you hover over that particular contact in Zoho Desk.Create InvoicesPrerequisite: To create transactions for a contact in Zoho Desk, you have to map the contact to a corresponding customer in Zoho Inventory.You can create an invoice for a ticket in Zoho Desk, as well as charge customers for the time logged for a ticket.To do this:Select a ticket in Zoho Desk, and click the Zoho Inventory icon. In the Zoho Inventory Contact Information tab, click Create Invoice. Enter the details required.Click Save.Insight: For time entries, you can create an invoice only

And they will be added as a customer in Zoho Books. Pro Tip: You can delink a contact by clicking Delink contact option which is available when you hover over that particular contact in Zoho Desk.Create Invoices and QuotesPrerequisite: To create transactions for a contact in Zoho Desk, you have to map the contact to a corresponding customer in Zoho Books.You can create an invoice or quote for a ticket in Zoho Desk, as well as charge customers for the time logged for a ticket.To do this:Select a ticket in Zoho Desk, and click the Zoho Books icon. In the Zoho Books Contact Information tab, click Create Quote or Create Invoice to create the corresponding transactions. Enter the details required.Click Save.Insight: For time entries, you can create a quote or invoice only if the time entry is billable.You can also view a contact’s invoices or quotes created in Zoho Books under the Invoices/Quotes for this ticket option in a ticket in Zoho Desk.An invoice/quote in Zoho Desk can be cloned, edited, voided, or marked as sent. You can also email them to your customer.Disable/Delete the IntegrationYou can disable or delete the Zoho Books integration from Zoho Desk. Visit their help resource to learn how.Once you’ve disabled the integration, your contacts and transactions will remain mapped between Zoho Books and Zoho Desk, even when you choose to re-enable the integration. Whereas, when you delete the integration, this mapping will be deleted permanently. Was this document helpful? Yes No Let us know

Integrate Zoho Books with Zoho DeskZoho Desk is a help desk software that helps businesses focus on the customer. By integrating Zoho Books with Zoho Desk, you can charge your customers for the tickets that you have handled in Zoho Desk, as well as the time spent on each ticket.Set up the IntegrationPro Tip: You have to be an admin in your Zoho Desk portal to set up the integration.Note: You can integrate only one Zoho Books organization with a Zoho Desk portal at a time.To launch Zoho Desk from Zoho Books:Go to Settings on the top right corner of the page.Select Zoho Apps under Integrations.On the Zoho Apps page, Click Connect next to Zoho Desk. Read about the integration and click Set up Integration.If you already have an active Zoho Desk portal, you will be directed to it. Otherwise, you’ll be prompted to create a new one.Insight: This integration has to be set up from Zoho Desk. Visit their help resource to learn how.Once you’ve set up the integration, you can configure the permissions available for each profile in Zoho Desk.Your contacts in Zoho Desk can be mapped to your customers in Zoho Books based on their email address. To do this, select a contact or a ticket in Zoho Desk, and click the Zoho Books icon. If you have a customer in Zoho Books with the same email ID, it will be listed here and you can map them. If not, you can create a new contact here,

This topic shows the usage of the key features that can be achieved after integrating Yeastar P-Series PBX System with Zoho Desk. Click to Call Prerequisites Install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension. Procedure Users can click on any detected number on the Zoho Desk web page, a call is then sent out directly via a PBX extension. Call Popup Prerequisites Keep at least one of the following clients logged in: Linkus Desktop Client Linkus Web Client Note: If users close web browser or Linkus Web Client tab, they can NOT receive calls. To avoid this, users can install Chrome extension 'Yeastar Linkus for Google', which allows for the call pop-up browser tab even when web browser is closed. Procedure When Zoho Desk users receive / answer an inbound call from a Zoho Desk contact, or finish a call with a Zoho Desk contact, a new browser tab will automatically be launched to show the Zoho Desk contact's information.Note: For more information about the settings of specific trigger event (receiving, answering, or ending an inbound call), see Set up Call Popup for Inbound Calls.Note: The pop-up window might be blocked by the browser. In this case, users need to click on the blocked icon at the search bar, allow the pop-up window and website redirection, and then click Done. Call Journal Note: The feature is supported only if the edition of your Zoho Desk is Standard, Professional, or Enterprise. All outbound calls, inbound calls, and missed call records will be logged to Zoho Desk automatically, which helps users to keep track of every conversation. Users can check the call logs in the Zoho Desk contact's detail page on . Contact Synchronization Inbound calls and outbound calls will trigger

Software can show all of your key metrics and help you interpret them.How to choose the best web-based help desk software?Look for more than just the basics. An efficient online help desk should come with cutting-edge features to handle support difficulties across industries and business sizes. Here are some of the features that make Zoho Desk the top-rated help desk:Contextual supportDon't make your customers repeat themselves. Zoho Desk's web-based support ticket system gives you contextual ticket views, complete with customers' interaction histories, SLA breaches, and ticket timelines. This helps you stay informed and offer an excellent customer experience.Agent productivityZoho Desk's web-based help desk makes organizing and prioritizing tickets simpler and offers more space for team collaboration. The Advance Response Editor has customized snippets, keyboard shortcuts, and options to share tickets and tag teammates, all to help agents be more productive.Advanced process automationYou can take automation a step further and introduce cross-functional processes to your help desk. With Blueprint from Zoho Desk, you can create methods to notify stakeholders, conduct actions, spot anomalies, and ensure things go according to plan.Artificial intelligenceA SaaS help desk equips you with tools for predictive insights and improved customer satisfaction. Zoho Desk presents you, Zia, an AI-powered support assistant that helps customers by having natural conversations and pulling up relevant help articles. Zia helps agents by analyzing customer sentiments and providing drafted responses. The Zia dashboard also provides accurate stats for decision-making. Multi-brand help centerWith Zoho Desk's web-based help desk system, you can offer a distinctive multilingual help center for all your products/services. You can customize each help center, add permissions for access, publish SEO-friendly articles, and run a community channel for customers. This boosts customer relationships and lets them consume support material in the language they're most comfortable in.Reports and dashboardsYou can get actionable insights