The Zoho Inventory app displays customer account data directly in Zendesk tickets, including contact information, inventory stock levels, recent shipments, invoices, and sales orders. Support agents gain instant visibility into customer billing/shipping addresses, inventory status, and transaction history without leaving Zendesk, enabling more informed and efficient customer interactions.
Vendor Description
The Zendesk Support for Zoho Inventory 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 Inventory and displays it beside the ticket, offering better visibility to the customer support executive.
Here's how the Zoho Inventory information helps you build a better customer conversation in Zendesk:
* Contact Information: Billing / Shipping Address, Contact Persons etc.,
* Inventory Details: Stock Information, Recent Shipments
* Sales Transactions: List of Invoices and Sales Orders created by the contact.
* Comments: Critical information, if any, on the sales transactions created by the contact.
When you setup this integration between Zoho Inventory 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 Inventory app and click the tile. On the Zoho Inventory 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 Inventory.
Refresh your page for the changes to take effect and your Zoho Inventory app is ready to go.
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