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:

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

2. Click on Admin (left side menu) to access the Admin section.

3. Click on Apps.

4. Click on Enable next to ZOHO CRM.

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

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