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Infusionsoft for Zoho Desk
Integrate Infusionsoft with Zoho Desk to view relevant details about customers inside your help desk.
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- Overview
- Userguide
Improve customer relationships by providing your agents with relevant details from Infusionsoft inside Zoho Desk. This integration allows teams to easily access contacts, companies, and opportunities with information from Infusionsoft CRM within Zoho Desk. Your agents can easily access contact and opportunity information when they’re working on tickets through the Infusionsoft app for Zoho Desk.
Key Features:
- Access Infusionsoft CRM contacts and company information in Zoho Desk
- Access Infusionsoft CRM opportunities information in Zoho Desk
- Create contacts inside Infusionsoft CRM from Zoho Desk
- Create opportunities for Infusionsoft CRM contacts from Zoho Desk.