Freshdesk + Zoho CRM
Add notes to Freshdesk tickets for new or updated Zoho CRM contacts
Keep your support team informed about any updates in customer information from Zoho CRM by connecting it to Freshdesk. With this workflow, whenever there's a new or updated contact in Zoho CRM, a note will be added to the corresponding ticket in Freshdesk. This ensures your support team has the most up-to-date details about your customers, making it easier for them to provide quick and efficient assistance.
Keep your support team informed about any updates in customer information from Zoho CRM by connecting it to Freshdesk. With this workflow, whenever there's a new or updated contact in Zoho CRM, a note will be added to the corresponding ticket in Freshdesk. This ensures your support team has the most up-to-date details about your customers, making it easier for them to provide quick and efficient assistance.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Add Notes to a Ticket
Add Private or Public notes to a Freshdesk Support Ticket.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
