How to connect BirdSeed + Zoho CRM + Zoho Desk
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Do even more with BirdSeed + Zoho CRM + Zoho Desk
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with BirdSeed, Zoho CRM, and Zoho Desk. And don’t forget that you can add more apps and actions to create complex workflows.
New Call Request
Triggers when a customer requests a phone call.
Try ItEvent TypeRequired
Try ItNew Contact Form
Triggers when a customer submits a new contact form.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
Completed Chat Transcript
Triggers when the transcript of a completed chat session is ready.
Try ItNew Email Capture
Triggers when a new customer email is captured.
Try ItNew Live Chat Request
Triggers when a customer starts a new live chat session.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
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How BirdSeed + Zoho CRM + Zoho Desk Integrations Work
- Step 1: Authenticate BirdSeed, Zoho CRM, and Zoho Desk.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.