Connect ConnectWise Manage and Zoho Desk to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect ConnectWise Manage to Zoho Desk with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Zoho Desk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho Desk.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Zoho Desk, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect ConnectWise Manage and Zoho Desk to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Frequently Asked Questions about ConnectWise Manage + Zoho Desk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Zoho Desk
What is required to start integrating ConnectWise Manage with Zoho Desk?
To start integrating ConnectWise Manage with Zoho Desk, you will need active accounts on both platforms. Ensure you have the necessary API permissions in ConnectWise Manage, as well as access tokens or keys for Zoho Desk to facilitate the connection.
Can I automate the creation of tickets in Zoho Desk from ConnectWise Manage?
Yes, you can automate the creation of tickets in Zoho Desk based on specific triggers from ConnectWise Manage, such as creating a new service ticket or updating existing client details. This helps in maintaining seamless workflow efficiency between your sales and support teams.
What kind of triggers from ConnectWise Manage can be set up to perform actions in Zoho Desk?
Triggers such as 'New Ticket Created', 'Ticket Status Changed', and 'Updated Contact' in ConnectWise Manage can be linked to actions like generating a corresponding ticket, updating user information, or sending notifications within Zoho Desk.
How do we handle data synchronization issues between ConnectWise Manage and Zoho Desk?
Data synchronization issues between ConnectWise Manage and Zoho Desk are typically managed by setting up error handling workflows that catch failed sync attempts. We use automatic retries and send alerts if issues persist beyond predefined thresholds.
Is it possible to update contact information automatically in both systems?
Yes, when a contact's information is updated in either ConnectWise Manage or Zoho Desk, we can configure workflows to automatically update the corresponding information across both platforms. This ensures all data remains consistent and up-to-date.
Are there any limitations when integrating these two platforms?
There may be some limitations in terms of specific actions and frequency allowed by each platform's API. While many standard functionalities work seamlessly, custom or extensive integrations should be validated against each system’s API documentation for restrictions.
How secure is the integration between ConnectWise Manage and Zoho Desk?
The security of our integrations relies on using encrypted connections and adhering strictly to OAuth standards for authentication. Regular audits and updates ensure continuous protection against vulnerabilities that could affect data exchange between ConnectWise Manage and Zoho Desk.
