Do you find yourself spending hours creating tickets in Zoho Desk every time a customer reaches out to your business through Zoho CRM? Manual ticket creation can be a time-consuming and repetitive task, taking up valuable resources that could be better used elsewhere. So today we will show you how you can create tickets in Zoho Desk from Zoho CRM automatically. You can streamline your support process and save time with Zoho Flow, a powerful automation tool that integrates with Zoho Desk and Zoho CRM.

In this article, we’ll show you how to create tickets in Zoho Desk from Zoho CRM using Zoho Flow. With this integration, you can automate the process of creating tickets in Zoho Desk whenever a customer reaches out to your business through Zoho CRM. This will help you streamline your support process, improve response times, and focus on providing excellent customer service.

Create Tickets in Zoho Desk from Zoho CRM But Why?

Automating ticket creation in Zoho Desk from Zoho CRM has several benefits for your business. Here are just a few reasons why you should consider automating this process:

  1. Save time: Manual ticket creation can be time-consuming and repetitive. By automating this process, you can save valuable time and focus on more important tasks.
  2. Improve response times: With Zoho Flow, you can create tickets in Zoho Desk as soon as a customer reaches out to your business through Zoho CRM. This can help you respond to customer requests more quickly and efficiently.
  3. Streamline your support process: Automating ticket creation can help you streamline your support process and ensure that customer requests are handled in a timely and efficient manner.

How to Create Tickets in Zoho Desk from Zoho CRM Using Zoho Flow

Create Tickets in Zoho Desk from Zoho CRM

Now that you know why you should automate ticket creation in Zoho Desk from Zoho CRM, let’s take a look at how to set up this integration using Zoho Flow. Here are the steps you need to follow:

Step 1: Set up a Trigger

The first step to automating ticket creation in Zoho Desk from Zoho CRM is to set up a trigger in Zoho Flow. To do this, log in to your Zoho Flow account and select “Create Flow” from the dashboard. Next, choose “Zoho CRM” as the trigger app and select “Update Module Entry” as the trigger event. This will trigger the Zoho Flow only when a record of the module is created. And in our current use case, we will be creating a ticket only when a lead type field is updated to “Support

Step 2: Add Conditional Login

After setting up the Trigger, it’s time to set up the conditional logic to check if the Lead Type value is Support or not. So in the first condition, we will check this and if the condition is matched then we will proceed to fetch the lead Email if the lead email is already available in Zoho Desk Contact’s database. After fetching, we will add another condition to check if the lead email is equal to fetched email.

If the condition matched then we don’t need to create a new Contact and we can simply proceed to create a new ticket. But if the condition doesn’t match, then we first need to create the Contact in Zoho Desk and then create a new Ticket.

Step 3: Test and Activate the Flow

Once you’ve mapped all the necessary fields, it’s time to test the flow. To do this, create a new record in Zoho CRM and check to see if a new ticket is created in Zoho Desk. If everything works as expected, activate the flow to start automating ticket creation. From now on, every time a new record is created in Zoho CRM, Zoho Flow will automatically create a new ticket in Zoho Desk.

Conclusion

Automating ticket creation in Zoho Desk from Zoho CRM using Zoho Flow can help you streamline your support process, improve response times, and focus on providing excellent customer service.

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