Zoho CRM + Zoho Desk

Create module entries in Zoho CRM for new tickets in Zoho Desk

Streamline your business operations with this efficient workflow. When a new ticket arises in Zoho Desk, a corresponding record gets created immediately in Zoho CRM. This fluid process boosts your efficiency and ensures every customer interaction is systematically tracked for enhanced management. Experience the simplicity of having your customer support and CRM system working closely together.

When this happens...
New Ticket
Triggers when a new ticket is created.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- DepartmentRequired
- StatusRequired
Trigger
Instant
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- OrganizationRequired
- DepartmentRequired
Trigger
Instant
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- OrganizationRequired
- DepartmentRequired
- TicketRequired
- ContentRequired
- PublicRequired
Action
Write
- OrganizationRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write

- OrganizationRequired
- DepartmentRequired
- TicketRequired
- From Address (E-Mail)Required
- To Address (E-Mail)Required
- Content TypeRequired
- Reply ContentRequired
- Is Forward
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Select OrganizationRequired
- EmailRequired
Action
Search
New 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.
Trigger
Scheduled
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- ModuleRequired
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- Direction
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- Ticket IDRequired
- FileRequired
- Public
Action
Write
- OrganizationRequired
- Account NameRequired
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write
- OrganizationRequired
- DepartmentRequired
- ContactRequired
- SubjectRequired
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- Ticket NumberRequired
Action
Search
- OrganizationRequired
- EmailRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or write
New 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.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

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About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Learn more

Related categories

Related Zap Templates

Create Zoho Desk accounts for new or updated Zoho CRM contacts

Create new Zoho CRM module entries from updated Zoho Desk statuses

Zoho CRM + Zoho Desk

Create module entries in Zoho CRM for new tickets in Zoho Desk

New Account

New Attachment

New Contact

New Status Change

Updated Ticket

Add Comment

Create Contact

Send E-Mail Reply

API Request (Beta)

Find Contact

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New Agent

New Comment

New Message

New Ticket

Add Attachment

Create Account

Create Ticket

Update Ticket

Search Ticket

Find or Create Contact

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Zoho Desk

Related categories

Related Zap Templates

Related Zap Templates