Zoho Desk Integration: The Best Customer Service Help Desk Software

Zoho Desk Integration: Zoho Desk is an online customer service help desk software for happier customers, empowered agents, and healthier businesses. Get a 15-day free trial.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with Zoho Desk. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Zoho Desk.

Zoho Desk Integration Tutorials

Authorization of Zoho Desk Integration

First, you have to select the Zoho Desk from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Zoho Desk from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Data Center: Select a Data Center from the drop-down list.

To get your Zoho Desk Client ID and Client Secret, follow these steps:

• Access Zoho Developer Console: Go to “Zoho Developer Console“.
• Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
• Name your Application: Provide a descriptive name for your application.
• Gather Integration Details:
  • Go to your integration’s settings page (separate platform).
  • Copy the Homepage URL from the integration settings.
• Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
• Gather Authorized Redirect URIs:
  • Still, on your integration’s settings page, copy the Authorized Redirect URIs.
• Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
• Create Client: Click the “Create” button to finalize the process.
• Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
• Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho Desk Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Portal: Select the Portal from the dropdown.

Department: Select the Department from the dropdown.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Desk. The “Contact Name – Last Name”, “Status” and “Subject” field is the default field in Zoho Desk, so you will need to map your form’s “Contact Name – Last Name”, “Status” and “Subject” field to this field in Zoho Desk. You have the option to map additional fields by clicking on the Plus (+) icon.

Actions

Ticket Owner: Ticket Owner is mandatory in Zoho Desk. You have to select the Ticket Owner from the actions.

Product Name: You can product-wise assign tickets in Zoho Desk. For this, you have to select the Product Name from the actions.

Attachments: To send an attachment to the Zoho Desk you have to select the required file upload field from actions.

Save Integration

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with Zoho Desk

Bit Form Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

Elementor Form with Zoho Desk

Elementor Form Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

Gravity Forms with Zoho Desk

Gravity Forms Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

WPForms with Zoho Desk

WPForms Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

Contact Form 7 with Zoho Desk

Contact Form 7 Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

Ninja Forms with Zoho Desk

Ninja Forms Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

Forminator Forms with Zoho Desk

Forminator Forms Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

Formidable Forms with Zoho Desk

Formidable Forms Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.

Fluent Forms with Zoho Desk

Fluent Forms Integration with Zoho Desk using Bit Integrations. Once you submit a form, a ticket will automatically be created in Zoho Desk.