Zoho Desk is a customer service platform designed to streamline the management of customer requests and interactions. It features ticket creation, knowledge management, issue tracking, and integrates multichannel communication tools. Zoho Desk aims to enhance the efficiency of support teams by providing a centralized solution for resolving customer issues and improving the overall customer experience.
Ringover integration in the Zoho Desk allows you to:
One-click Chrome extension for calling (Extension Chrome & Firefox).
Call are logged as call activities (with recordings, notes, tags and transcription)
Sms are logged as notes
Whatsapp conv are logged as notes
Contacts, Leads, and Accounts synchronization
CRM Fields in Dialer
Prerequisites:
You must have a Ringover Business or Advanced account to benefit from this integration 💳
The integration must be performed by an administrative or technical account in Ringover 👨💼
In order for the integration to work, the Ringover account email addresses must be the same as those used for the Zoho accounts.
Step 1: Activation
💻 Go to Dashboard>Store>Integration.
Search for and click on "Zoho Desk",
Enter your Zoho login credentials,
Finally, grant Ringover permission to access your Zoho data.
Step 2: Configure your Zoho Desk Integration
Customize the behavior of the integration based on your requirements through the settings. To do this, go back to Dashboard>Store>Integration and click on "Zoho Desk":
For more information on the configuration, check out our dedicated section "How to configure your tool?"
There you go, your integration is all sorted!🎉
Troubleshooting Common Issues
Installation Issues
If you encounter problems when installing the Ringover extension in Zoho Desk:
Ensure you're using the correct integration version (Zoho_v2 for Zoho Desk)
Avoid having multiple simultaneous integrations that might cause compatibility issues
If the extension doesn't appear or load correctly, contact Ringover support with specific details about the error and the URL you're accessing
Sync Problems
If call data is not syncing correctly between Ringover and Zoho Desk:
Check the integration settings thoroughly
Remove and re-add the integration if necessary
Provide specific call IDs to support when reporting the issue
Configuration Limitations
If you're unable to select certain options during configuration:
Verify your Zoho Desk department and state configurations
Ensure you're using the most recent version of the integration
Contact Ringover support for specific technical assistance
Ticket Creation Issues
If tickets are not being created automatically after calls:
Verify that the contact exists in the Zoho Desk system
Ensure the user is properly added to the Zoho Desk integration
Check that contact phone numbers are in the correct format
Try removing and re-adding the current integration
Review all integration settings carefully
For persistent issues, please contact Ringover support with specific details about the problem you're experiencing.