BESCHREIBUNG
Zoho Desk, the industry's first context-aware customer service software now integrates with Pipedrive, the first CRM designed by salespeople. This integration will bridge the gap between sales and support, empowering your support teams to solve tickets faster, and with better context. Here's what you can do with this integration:
- Export crucial contact information such as name, email address and phone numbers from Pipedrive to Zoho Desk. So, when a ticket comes in, you know who it's from instantly. Using this context, agents can check past tickets and pending issues.
- If there are sales deals associated with a given contact, this information will be made available to you. View the number of deals, deal sizes and other notes left by sales reps within Zoho Desk.
- View a record of all past activities a contact has engaged in, including calls, meetings and tasks
- In the event that you accumulate valuable contact information, you can create and manage contacts directly from your Zoho Desk account. Newer contacts will be synced with your Pipedrive account automatically.