■Overview
This is a flow to add tasks to Zendesk when they are registered in Zoho CRM.
■Recommended for
1. Those who manage sales tasks using Zoho CRM
・Those who manage tasks related to deals and customer interactions daily
・Those who centrally manage data related to sales activities in Zoho CRM
2. Those who manage team tasks using Zendesk
・Those who utilize Zendesk for visualizing team-wide tasks
・Those who manage project progress by managing tasks as tickets
■Benefits of using this template
The benefit is that you can centrally manage information related to sales activities in Zoho CRM, reducing the burden of customer management tasks.
Additionally, since tasks can be managed by customer, you can visualize progress according to leads and aim for transparency in sales activities.
However, if you are managing team-wide tasks in Zendesk, you might find it cumbersome to add tasks registered in Zoho CRM each time.
This template allows you to automatically add tasks to Zendesk when they are registered in Zoho CRM, simplifying task management work.
By automating the addition of tasks to Zendesk, manual input work becomes unnecessary, improving work speed and accuracy.
■Notes
・Please integrate both Zoho CRM and Zendesk with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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