Integrate Gro CRM with Zoho Desk

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Create Gro CRM contacts from new contacts in Zoho Desk

There are going to be occasions where customer interactions will happen on both support and sales channels. Sometimes even with the same customer. This flow creates a Gro CRM contact automatically, every time a new contact is created in Zoho Desk.

How it works

1. A contact is created in Zoho Desk.

2. Zoho Flow automatically creates a Gro CRM contact with the details of the new Desk contact.

Use this flow

Create Gro CRM contacts from new contacts in Zoho Desk

Zoho Desk + Gro CRM

View flow detail

Use this flow

Build your own integrations between Gro CRM and Zoho Desk

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Supported triggers and actions

Integrate Gro CRM and Zoho Desk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New deal

Triggers when a new deal is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

Agent updated

Triggers when the details of an agent is updated in the selected portal

Ticket approval updated

Triggers when the details of an existing ticket approval are updated

Article updated

Triggers when an existing article is updated

Call created

Triggers when a new call is created in the selected portal

Time entry created

Triggers when a new time entry is created in the selected task

Ticket approval added

Triggers when a new ticket approval is added

Ticket moved

Triggers when a ticket is moved to a different team or department

Account created

Triggers when a new account is created in the selected portal

Event updated

Triggers when the details of an event is updated

Ticket comment added

Triggers when a new ticket comment is added in the selected portal

Contact created

Triggers when a new contact is created in the selected portal

Call updated

Triggers when the details of a call is updated in the selected portal

Ticket updated

Triggers when the details of the selected ticket is updated

Ticket created

Triggers when a new ticket is created in the selected portal

Ticket comment updated

Triggers when the selected ticket comment is updated

Task updated

Triggers when the details of a task is updated in the selected portal

Agent created

Triggers when a new agent is created in the selected portal

Ticket created or updated

Triggers when a new ticket is created or if the details of an existing ticket are updated

Event created

Triggers when a new event is created in the selected portal

Article created

Triggers when a new article is created

Agent availability updated

Triggers when the availability of an agent is updated

Product created

Triggers when a new product is created

Contact updated

Triggers when the details of a contact is updated in the selected portal

Task created

Triggers when a new task is created in the selected portal

Time entry updated

Triggers when a time entry is updated in the selected task

Ticket status updated

Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.

Ticket thread added

Triggers when a new ticket thread is added in the selected portal

Account updated

Triggers when the details of the selected account is updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create account

Creates a new account

Fetch contact type

Fetches the details of an existing contact type by name

Fetch currency

Fetches the details of a currency by name

Fetch country

Fetches the details of a country by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch time zone

Fetches the details of a time zone by name

Fetch user

Fetches the details of an existing user by email

Create call

Creates a new call in the selected organization

Create task comment

Creates a new comment in the specified task

Create event

Creates a new event in the selected organization

Create contact comment

Creates a comment in the selected contact

Create article

Creates a new article

Create ticket comment

Creates a comment in the selected ticket

Add tag

Adds a tag to the specified ticket

Send email reply

Sends a reply for the specified ticket created in the email channel

Create topic comment

Creates a comment for the specified topic

Create account

Creates a new account in the selected organization

Add user to group

Adds the specified users to an existing group

Remove tag

Removes a tag from the specified ticket

Create task

Creates a new task in the selected department

Create ticket

Creates a new ticket in the selected organization

Create agent

Creates a new agent in the selected organization

Request approval for ticket

Requests an approval for an existing ticket from the specified approver

Add task time entry

Adds time entry for an existing task

Create product

Creates a new product in the selected organization

Add ticket time entry

Adds time entry for an existing ticket

Create contact

Creates a new contact in the selected organization

Create topic

Creates a new topic

Create contract

Creates a new contract for the selected account

Update KB user status

Updates the status of an existing KB user

Update product

Updates the details of the selected product

Update call timer

Updates the timer of an existing call

Edit ticket time entry

Edits the time entry of an existing ticket

Update ticket

Updates the details of an existing ticket

Mark or Unmark ticket as spam

Marks or unmarks the specified ticket as spam

Remove user from group

Removes the specified users from an existing group

Update topic

Updates the details of an existing topic

Update call

Updates the details of the specified call

Update ticket comment

Updates the comment for the specified ticket

Update task timer

Updates the timer of an existing task

Update contact

Updates the selected contact

Update contract

Updates the details of an existing contract

Update agent

Updates the details of an existing agent

Update account

Updates the selected account

Send custom channel reply

Sends reply for a ticket via the selected channel

Update agent availability

Updates the availability status of an existing agent

Update article

Updates the details of an existing article

Invite contact to the help center

Invites the specified contacts to help center

Move ticket

Moves the specified ticket to the selected department

Update ticket timer

Updates the timer of an existing ticket

Update contact comment

Updates the specified comment in the selected contact

Close ticket

Closes the specified tickets

Update task

Updates the details of an existing task

Fetch ticket

Fetches the details of an existing ticket

Fetch ticket time entry

Fetches the time entry of an existing ticket

Fetch agent

Fetches the details of an existing agent by ID or email

Fetch customer happiness

Fetches the happiness feedback of an existing customer

Fetch contract

Fetches the details of an existing contract

Fetch event

Fetches the details of an event based on the selected field

Fetch task

Fetches the details of an existing task by ID

Fetch contact

Fetches a contact by email address, unique ID, or contact name

Fetch account

Fetches an existing account by name or ID

Fetch ticket tags

Fetches ticket tags using ticket ID

Fetch product

Fetches the details of an existing product by unique ID or name

Fetch call

Fetches the details of a call based on the selected field

Fetch KB user

Fetches the details of an existing KB user

Fetch ticket thread

Fetches ticket thread by its unique ID

Fetch article

Fetches the details of an existing article

Trash contact

Moves selected contact to the recycle bin

Trash account

Moves selected account to the recycle bin

Trash ticket

Moves selected ticket to the recycle bin

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

Categories : CRM

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What is Zoho Desk?

Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.

Categories : Customer Support Helpdesk Popular Zoho

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