Connect Espo CRM and Zoho Desk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Update Contact
Find a Contact
Search Ticket
Add Attachment
Add a Comment
Create a Account
Create Contact
Send E-Mail Reply
Update Ticket
Create Ticket
Get Ticket Details
List Tickets
Get Thread Detail by Ticket Id
Ready to use Espo CRM and Zoho Desk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Contact Updated
Triggers when a contact's details are updated.
New Task
Triggers when a new task is created in Zoho Desk.
Task Updated
Triggers when an existing task is updated.
New Account
Trigger when new account is created
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Update Contact
Updates information for an existing contact.
Find a Contact
Find a contact by its email.
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Frequently Asked Questions
To start, connect both your Espo CRM and Zoho Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Zoho Desk (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Zoho Desk. This includes choosing which data fields go into which fields of Zoho Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Zoho Desk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Zoho Desk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout Zoho Desk
Zoho Desk is a cloud-based customer service software that helps businesses deliver top-notch customer support to their clients. It features tools for managing tickets, automating workflows, and analyzing performance metrics.
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