How to integrate with Zoho Desk?

Step 1: Log in to ControlHippo.  

Step 2: Connect with any channel.  

Step 3: You will be directed to the chat list page, where you can do all your chats.  

Step 4: Click on the settings icon, and then on the settings page, click on the integration tab.  

Step 5: The Integration page will open; now click on the Integrate button for Zoho Desk

Step 6: A pop-up box will appear; click on the Add to Zoho Desk button. It will direct you to the Zoho login page.  

Step 7: Enter your Zoho account credentials and log in to your account.  

Step 8: Click on the accept button to allow ControlHippo access.  

Step 9: You will be directed back to the ControlHippo integration page.  

Step 10: A settings box will open where you can turn the toggle on or off to enable or disable the integration.  

Step 11: Settings Box for Integration  

1. Toggle Functionality:

• The toggle is specifically used to create new contacts automatically in Zoho Desk.

• When Enabled: New contacts will be automatically created and synced in Zoho Desk, while existing tickets for contacts will continue to sync seamlessly.

2. Effect of Disabling the Toggle:

• When Disabled: New contacts will not be automatically created. However, activities such as ticket updates and messages will still sync for existing contacts, ensuring ongoing communication remains uninterrupted.

Step 12: When you receive a new message, the ticket will be created automatically in the selected department in Zoho Desk.