Zoho Books - Zendesk Integration

Zendesk is a customer service software that allows quicker and easier interaction between businesses and customers. It lets you prioritize, track and solve customer support queries, connect with various apps and collect customer data all from one place to provide better customer service. Integrating Zoho Books with Zendesk will allow your customer support agent to access information of your Zoho Books customers including their contact details, transactions and invoice payments in Zendesk.

Lets take an example where your customer has a query regarding their invoice or payment details. Your staff or customer support agent views the query from your Zendesk account. When your account is integrated with Zoho Books they will be able to pull all data regarding the customer’s invoice status and payments made while staying inside Zendesk.

By integrating Zoho Books with Zendesk, you will be able to fetch:

Prerequisites

Connecting to Zendesk

Setting your Zoho Books - Zendesk integration is easy! Please follow the instructions below:

install zoho books

zb app installation

save zb settings

Access Zoho Books from Zendesk

Once the Zoho Books application is installed, the integration is ready to use.

support tickets

apps

zb signin

After signing in you should be able to see the following:

  1. Overview - Gives details on customer contact information including customer addresses, phone numbers, contact persons and currencies.

  2. Comments - Gives you the transaction history of the customer including payment details with date.

  3. Sales - Lets you view payment details of invoices with the customer.


Disabling the integration:

The integration would be disabled when you uninstall the application. Please note, once the app is disabled, you will no longer be able to lookup information from Zoho Books while resolving customers issues.

To disable the integration, please follow the instructions below:

uninstall zb

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