Zoho Desk is a cloud-based customer service and ticketing platform that helps businesses manage customer support interactions efficiently. Integrating Zoho Desk with Birdeye automates the process of sending review requests to customers, either in real time or on a scheduled daily basis.
Boost reviews – Automatically send review or CSAT requests after every ticket resolution.
Stay connected – Message requesters via chat, web chat, or mass texting from a single platform.
Simplify operations – Manage ticket follow-ups, updates, and communications with ease.
Gain insights – Track survey results, benchmark performance, and make smarter support decisions.
Supported Triggers for Zoho Desk Integration:
Zoho Desk Ticket Webhook Trigger Service - Activate this trigger to automatically sync tickets created or updated in Zoho Desk to Birdeye.
Zoho Desk Create Ticket Trigger Service - Activate this trigger to automatically create new Zoho Desk tickets whenever an action is taken in Birdeye.
Zoho Desk Update Ticket Trigger Service - Activate this trigger to automatically update Zoho Desk tickets whenever an action is taken in Birdeye.
Zoho Desk Add Comment to Ticket Trigger Service - Activate this trigger to automatically add comments to Zoho Desk tickets whenever an action is taken in Birdeye.
Zoho Desk Add Attachment Trigger Service - Activate this trigger to automatically add attachments to Zoho Desk tickets whenever an action is taken in Birdeye.
Navigating to Zoho Desk CRM
Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select Zoho Desk to connect. The screen provides integration benefits, pricing, and compatibility details. Clicking the ‘View Setup Guide’ tab will redirect you here for detailed step-by-step instructions.
HOW TO CONNECT
Step 1: Authorize Account
Click Authorize to securely connect your Zoho Desk account and allow Birdeye to access the required data. Click Next to proceed.
After clicking Authorize, follow these steps:
Sign in with your email address and click Next.
Enter your password and click Next.
Choose to verify your identity using your email address or mobile number.
Enter the one-time password (OTP) you receive and click Verify.
Select the checkbox to allow Birdeye to access the required permissions, then click Accept to proceed.
Once completed, your account will be authorized successfully.
NOTE: You can add more accounts to manage multiple accounts.
Step 2: Map Locations
You can now map locations to ensure the correct data is assigned to the right location in your account.
To map a location, select the integrated account from the drop-down under the Account Name column next to the desired location.
Once you’ve mapped the locations, click Next to continue.
Step 3: Select Triggers
Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.'
A Zoho Desk message will appear on the screen saying, ‘Zoho Desk successfully connected.’ You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns, by clicking or skipping the ‘Go to Campaigns’ option.
If you have any further questions, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com.