Get access to key account data of your customer with Zohobooks' Zendesk app.
About Zoho Books
The Zendesk Support for Zoho Books app helps customer-support executives with instant and detailed access to the current, account status of the customer. When the Zendesk ticket is clicked, it automatically fetches the customer information from Zoho Books and displays it beside the ticket, offering better visibility to the customer support executive.
Here's how the Zoho Books information helps you build a better customer conversation in Zendesk:
* Contact Information: billing/shipping address.
* Sales Transactions: List of Invoices and estimates created by the contact.
* Comments: Critical information, if any, on the sales transactions created by the contact.
When you setup this integration between Zoho Books and Zendesk, your Customer Data (as defined in our Terms of Service and Privacy Policy) will be transmitted or processed outside of Zoho systems as per Zoho’s Terms of Service and Privacy Policy.
Installation
Sign in to your Zendesk Support account, then click the Admin icon in the sidebar. Select Apps > Marketplace, then find the Zoho Books app and click the tile. On the Zoho Books application page, click Install app present in the upper-right corner. Enter the following information:
Title: Name for the application.
Are you an European Union(EU) Customer?: To access the European edition of Zoho Books.
Refresh your page for the changes to take effect and your Zoho Books app is ready to go.
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