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Connect Zoho Desk to create a ticket there from a ZynfoAI ticket. Tickets from chats stay in ZynfoAI too, so you can follow them up on the Tickets page either way.

Connect

You sign in with your Zoho account. You don’t create a Zoho client, paste any keys or type your Zoho Desk organization id.
  1. In ZynfoAI, go to Integrations, open the Support & tickets tab, find Zoho Desk and click Connect.
  2. Sign in to Zoho if asked, and allow ZynfoAI access to your tickets, contacts and basic Zoho Desk details.
You come back to the Integrations page, where the Zoho Desk card shows Connected. Zoho Desk works with the same Zoho data centres as Zoho CRM; Canada isn’t supported yet.

Send a ticket to Zoho Desk

Tickets aren’t sent on their own. You choose when.
  • By hand: go to Tickets, open the row’s menu (More actions for the ticket) and choose Sync to CRM, or open the ticket and click Sync to CRM under CRM integration. Once it’s sent, CRM integration shows the provider and its status, with a View in link to the ticket in Zoho Desk.
  • In a workflow: add the Create a ticket in your helpdesk step. Choose Zoho Desk in Helpdesk, or leave the default app from Integration preferences on the Integrations page. Fill in Subject, Description, Customer email, Customer name and Priority. The step needs a subject and the customer’s email, and it never sends the same ticket twice.
The Zoho Desk ticket gets the subject, description, priority and the customer’s name and email. Status, assignee and due date stay in ZynfoAI. See Tickets.

Disconnect

On the Integrations page, open More actions for Zoho Desk, choose Disconnect and confirm. ZynfoAI stops using Zoho Desk right away and deletes the settings saved for it. Tickets already in Zoho Desk stay there.