Integration
Connect Zendesk and Zoho CRM
When New Messaging Conversation fires in Zendesk, your agent runs Add or update record (upsert) in Zoho CRM, or New or updated record in Zoho CRM to Add Comment to Ticket in Zendesk. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Zendesk and Zoho CRM to do together?
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Setup guide (opens in a new tab)Example flows
What Zendesk and Zoho CRM can do together
From Zendesk to Zoho CRM
When New Messaging Conversation in Zendesk
then Add or update record (upsert) in Zoho CRM
From Zoho CRM to Zendesk
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Zendesk and Zoho CRM
Triggers and actions 5 triggers · 31 actions
- New Messaging Conversation
Triggers when a customer starts a new conversation through Zendesk messaging (the web widget, mobile SDK or a social messaging channel). Each conversation arrives as its Zendesk ticket.
- New Ticket
Polling trigger that fires when a new ticket is created.
- New User
Polling trigger that fires when a new user is created.
- Add Comment to Ticket
Adds a public or private comment to an existing ticket.
- Create Organization
Creates a new organization.
- Create Ticket
Creates a new ticket in Zendesk.
- Create User
Creates a new user (end-user or agent).
- Delete Ticket
Deletes a ticket by ID.
- Delete User
Soft-deletes a user by ID.
- Get Messaging User ID
Returns the Zendesk messaging ID for a user, so their messaging conversation can be looked up in Zendesk Messaging.
- Get Organization
Retrieves a single organization by ID.
- Get Ticket
Retrieves a single ticket by ID.
- Get User
Retrieves a single user by ID.
- List Organizations
Lists organizations in the account.
- List Ticket Comments
Lists all comments on a ticket.
- List Tickets
Lists tickets in the account.
- Search
Runs a Zendesk search query across tickets, users, and organizations.
- Search Users
Searches users by query (name, email, etc.).
- Update Organization
Updates an existing organization by ID.
- Update Ticket
Updates an existing ticket by ID.
- Update User
Updates an existing user by ID.
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Zendesk and Zoho CRM, answered
What can start an automation from Zendesk?
Any of Zendesk's 3 triggers in the catalog, including New Messaging Conversation, New Ticket and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho CRM when something happens in Zendesk?
Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho CRM to Zendesk?
Yes. When something happens in Zoho CRM, your agent can act in Zendesk too. This page covers both directions: Zoho CRM's triggers and Zendesk's actions are listed here as well.
Do I have to build a connector for Zendesk or Zoho CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.