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Zoho Integration Activation

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Talkdesk’s Zoho 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 customize boost agent productivity.

Follow these steps to activate the integration.

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  • Log in to your Talkdesk account as an Administrator and navigate to Admin [1] > Integrations [2].
    • Note: Your role must contain the appropriate permissions to see these options. Learn more at Team Roles.
  • Click Add New Integration [3]. This will take you to the Available Integrations list. 

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  • Locate the Zoho in the integrations list and click Add Integration [4]. This will take you Zoho’s integration configuration page. 

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  • Generate a Zoho access token by clicking on the following link: https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi .
    • Note: Access tokens are also available via Setup > Developer Space > CRM API in Zoho’s web portal.
  • Paste the token into the Access Token [5] field.
  • Enter your Zoho Region [6], for example, ".com" for Global, or ".eu" for Europe. 
  • Select the appropriate boxes to synchronize contacts, agents and interactions.
  • Once the integration’s configuration is correct, click Save [7], and that’s it!

The Talkdesk and Zoho integration is now complete and you can start adding automations.

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