Zoho Integration Activation

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:

  1. Log in to your Talkdesk account as an Administrator and navigate to Builder [1] > Integrations [2] > Browse integrations [3].
  2. Use the search box [4] to search for the Zoho CRM integration.
  3. Click Add [5].

  1. Enter your “Zoho Region” [6], for example, ".com" for Global, or ".eu" for Europe.
  2. 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
  3. Once the integration’s configuration is correct, click Save and authorize [7].
  4. Follow the prompts provided by Zoho.

And that’s it! The Talkdesk and Zoho integration is now complete and you can start adding automations.

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