When a ticket is created in Zendesk, register a lead in Zoho CRM.

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■Overview

This is a flow to register a lead in Zoho CRM when a ticket is created in Zendesk.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.

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‍■Recommended for

Companies that handle customer support with Zendesk and manage sales activities with Zoho CRM
Those who want to use Zendesk inquiry data for sales activities
Those aiming to improve the efficiency of information sharing between customer support and sales teams
Sales managers who want to prevent registration errors or omissions of lead information and avoid loss of sales opportunities

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■Benefits of using this template

With this flow, you can automatically register leads in Zoho CRM based on Zendesk inquiry information.

Lead information is quickly shared between customer support and sales teams, enabling sales representatives to make timely sales approaches.
Approaching customers when their interest and attention are high can lead to an increased deal closing rate.

Additionally, eliminating the need for manual entry reduces human errors such as input mistakes or registration omissions, helping to prevent the loss of sales opportunities.

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About the Apps You Use

Zendesk

Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.

Related apps

Zendesk

Templates using

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Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

Related apps

Salesforce

Zoho CRM