This integration selects new Zoho Desk tickets and imports them to Dynamics 365 as contacts.

Note: If contacts with such email already exist, the existing ones are updated. The integration does not create duplicates.

Note: It does not import pre-existing Zoho Desk tickets to Dynamics 365 contacts.

How to Set Up

  1. Select or create connections: Zoho Desk connection for Source and Dynamics 365 connection for Target.
  2. Specify the schedule, on which the integration will run automatically.

Tips

  • To create or update Dynamics 365 contacts from specific new Zoho Desk tickets, configure filters in the task editor.