Description

The “Ticket to Lead” feature in Zoho CRM simplifies converting customer support tickets into potential sales opportunities. It allows you to seamlessly transfer relevant information from support tickets captured in Zoho Desk into lead records in Zoho CRM with just a few clicks. By automating this process, businesses can efficiently manage and prioritise follow-up activities, ensuring that valuable sales leads are not overlooked. This integration fosters collaboration between support and sales teams, enabling them to work together more effectively to address customer needs and drive business growth.

Key Features of "Ticket To Lead For Zoho desk"

How to install "Ticket To Lead For Zoho Desk "

To install the Ticket To lead For Zoho Desk .

Choose one of the following, then Click Confirm:

The extension will be installed automatically for specific users.

Step-by-Step Guide for Ticket To lead For Zoho Desk

Step-by-Step Guide for Ticket To Lead Integration with Zoho Desk

Step 1:

Extension Display in Ticket’s Right Side Panel

Ensure the extension is visible within the ticket interface, usually located on the right side panel.

Step 2:

Click the Button to Open Popup Form
Locate and click the designated button to open a popup window.
The form within the popup should display standard fields similar to those in Zoho CRM, such as First Name, Last Name, Company, Phone Number, Lead Status, and Lead Owner.

Step 3:

Automatic Population of First Name, Last Name, Email, and Phone Number
Upon opening the form, the system should automatically populate fields like First Name, Last Name, Email, and Phone Number based on available ticket information.

Step 4:

Create Lead and Confirmation
After verifying or making any necessary adjustments to the pre-filled information, click the “Create Lead” button.

This action should automatically generate a lead in Zoho CRM using the provided details.

Upon successful lead creation, a confirmation popup or message should appear to notify the user.

Customer Support