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Create new Zoho Desk Account from Zoho CRM Account

This integration selects new Zoho CRM accounts and imports them to Zoho Desk as accounts.

Note: It does not import pre-existing Zoho CRM accounts to Zoho Desk accounts.

How to Set Up

  1. Select or create connections: Zoho CRM connection for Source and Zoho Desk connection for Target.
  2. Specify the schedule, on which the integration will run automatically.

Tips

  • To create Zoho Desk accounts for specific new Zoho CRM accounts, configure filters in the task editor.