Zoho Extensions

Ticket To Lead For Zoho Desk

July 17, 2024 No comments yet

Support tickets to sales leads: Effortless conversion, maximum impact

The Ticket to Lead feature in Zoho Desk simplifies converting customer support tickets into potential sales opportunities. It allows you to transfer relevant information from support tickets captured in Zoho Desk to lead records in Zoho CRM with just a few clicks. By automating this process, businesses can efficiently manage and prioritize follow-up activities, ensuring valuable sales leads aren’t 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:

  • Seamless integration: The Ticket to Lead feature seamlessly integrates Zoho Desk with Zoho CRM, allowing for a smooth data transition from support tickets to lead records.
  • Efficient conversion: With just a few clicks, support agents or sales representatives can convert relevant support tickets into lead records within Zoho Desk.
  • User-controlled lead generation: Agents have control over the lead generation process. They can review the populated data, make necessary adjustments or additions, and then save the lead record. This user-controlled approach ensures accuracy and empowers agents to tailor lead information according to specific customer needs and interactions.
  • Interactive lead creation: Agents initiate lead creation with a click, triggering a user-friendly interface where they can review and append data from the support ticket before saving it as a lead. This interactive process ensures accurate lead information.
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Help documentation ticket To Lead for Zoho Desk

April 23, 2024

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"

  • Seamless Integration: The "Ticket to Lead" feature seamlessly integrates Zoho Desk with Zoho CRM, allowing for a smooth data transition from support tickets to lead records.
  • Efficient Conversion: With just a few clicks, support agents or sales representatives can convert relevant support tickets into lead records within Zoho CRM.
  • User-Controlled Lead Generation: Agents have control over the lead generation process. They can review the populated data, make necessary adjustments or additions, and then save the lead record. This user-controlled approach ensures accuracy and empowers agents to tailor lead information according to specific customer needs and interactions.

How to install "Ticket To Lead For Zoho Desk "

To install the Ticket To lead For Zoho Desk .
  • Go to Setup > Marketplace > All.
  • All the installed extensions are listed. under All Extensions, you can view all the extensions supported by your CRM.
  • Click All Extensions, browse for, and click " Ticket To lead For Zoho Desk ."
  • Details about the extensions will be available.
  • Click "Buy Now."
  • You can purchase the extension directly by choosing "Buy Now."

Choose one of the following, then Click Confirm:

  • Install for admins only - The extension will only be installed in CRM for Users with the administrator profile.
  • Install for all users - The extension will be installed in CRM for all users.
  • Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.

The extension will be installed automatically for specific users.

  • There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.
  • After completing the payment process, authorization of the connector is required once.
  • Click on the "Authorize" link to grant permission for the connector to access necessary features.
  • Following the above steps, the extension will be successfully installed and ready for use.

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.

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