Cayzu Help Desk Support



How can I integrate ZOHO CRM into Cayzu Help Desk?

Updated: 11/10/2017
Article #: 187


Cayzu allows you the agent to view more information about your customer from ZOHO CRM. We pull this extra contact details from ZOHO CRM and display them in your agent portal when viewing a ticket.


To setup the ZOHO CRM Integration, please follow these steps:

Step 1. Log in to your Cayzu helpdesk account with an administrative account  

Step 2. Click on the Gear

Step 3. Click on App Integration

Step 4. Click on Enable next to ZOHO CRM

Step 5. You will be prompted for your ZOHO CRM User Authentication Token

Step 6. Click Update and you should be all set.

Now when you are viewing a ticket you can click additional details, and it will retrieve more information about the customer from ZOHO CRM

 

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SalesForce Contact Information

 

Want more information on Cayzu Helpdesk, visit: www.cayzu.com 







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