Talkdesk’s Zoho CRM integration allows you to personalize customer interactions and streamline your agents’ workflow. With this quick and easy setup, you’ll be able to customize a two-way data sync to boost agent productivity.
Follow these steps to activate the integration:
- Log in to your Talkdesk account as an Administrator and navigate to Builder [1] > Integrations [2] > Browse integrations [3].
- Use the search box [4] to search for the Zoho CRM integration.
- Click Add [5].
- Enter your “Zoho Region” [6], for example, ".com" for Global, or ".eu" for Europe.
- Select the appropriate boxes to synchronize contacts, agents and interactions.
Note: In the type of contacts to sync, “Potentials” also correspond to “Deals” in Zoho CRM - Once the integration’s configuration is correct, click Save and authorize [7].
- Follow the prompts provided by Zoho.
And that’s it! The Talkdesk and Zoho integration is now complete and you can start adding automations.