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This integration selects new Pipedrive deals and imports them to Zoho Desk as tickets.

Note: It does not import pre-existing Pipedrive deals to Zoho Desk tickets.

How to Set Up

  1. Select or create connections: Pipedrive connection for Source and Zoho Desk connection for Target.
  2. Provide the necessary information for the integration execution:
    1. Open the import task.
    2. In Mapping Definition of your import task, for the DepartmentId field, specify the name of your Zoho Desk Department instead of Enter your Department name....
    3. Save the task.
  3. Specify the schedule on which the integration will run automatically.

Tips

  • To create Zoho Desk tickets from specific new Pipedrive deals, configure filters in the task editor.