Connect Zoho Desk and Take The Lead to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Desk and Take The Lead
Enable Integrations or automations with these events of Zoho Desk and Take The Lead
Triggers
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
New Agent
Trigger when new agent is created
New Attachment
Trigger when new attachment is added to a ticket in selected organization
Actions
Update Contact
Updates information for an existing contact.
Find a Contact
Find a contact by its email.
Search Ticket
Search Ticket by ticket number
Add Attachment
Add attachment to a ticket
Add a Comment
Add a comment to a ticket
Create a Account
Creates a new accounts
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Frequently Asked Questions
To start, connect both your Zoho Desk and Take The Lead accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Desk triggers actions in Take The Lead (or vice versa).
Absolutely. You can customize how Zoho Desk data is recorded in Take The Lead. This includes choosing which data fields go into which fields of Take The Lead, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Desk and Take The Lead 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 Zoho Desk and Take The Lead. 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 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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About Take The Lead
Take The Lead enriches leads with a machine learning algorithm that matches anonymous website visitors to a proprietary network database of thousands of companies across the world.
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