Unify customer service operations with team collaboration
Connect your help desk with other team collaboration tools to resolve tickets faster and deliver smarter service with the Zoho Desk and Zoho Workplace integration.
How can you benefit?
- Seamless ticket creation from Zoho Mail
- Real-time ticket updates on Zoho Cliq
- Secure file sharing in tickets with Workdrive integration
- Unified ecosystem for providing faster resolutions
- Instant, secure access to shared client credentials (with permission) via Zoho Vault
Turn customer emails into actionable support tickets automatically
- Automatically convert customer emails into Zoho Desk tickets and categorize them as bugs, features, or queries.
- Prioritize and assign tickets using predefined email rules to ensure urgent issues are flagged immediately.
- Track complete email conversations within Zoho Desk to maintain full context and history.
Securely share and manage files within tickets using WorkDrive integration
- Agents can securely attach WorkDrive files directly to Zoho Desk tickets when responding to clients, ensuring controlled access.
- Track document versions to ensure only the latest, approved materials are shared.
- Share files via secure links without worrying about file size limits.
Securely manage client credentials with Zoho Desk and Vault
- Access shared client credentials securely from Zoho Desk with permission.
- Eliminate risky password sharing via email or chat by storing sensitive login details in Vault.
- Track who accessed credentials and when for full audit compliance.
Resolve issues faster with centralized communication in one ticket via Zoho Meetings
- Solve complex issues in a single call to keep operations and supply chains running smoothly.
- Enable internal teams and external vendors to jump on quick video calls instead of lengthy email threads.
- Automatically attach meeting links, recordings, and notes to the Zoho Desk ticket for full transparency and compliance.
Enhance support with real-time collaboration and alerts via Zoho Cliq
- Keep track of customer requests and get first-hand updates from support agents in real time.
- Trigger instant notifications for high-priority tickets to ensure VIP issues are addressed immediately.
- Enable live collaboration within Desk-linked Cliq channels to resolve disputes faster.
- Automatically alert relevant teams to improve response times and overall efficiency.
