Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Create Zoho CRM Deal on Zoho Desk ticket creation

Here is our approach to create Zoho CRM Deal on Zoho Desk ticket creation

Our Assumption 

1. We assume that you want to create Zoho CRM Deal on Zoho Desk ticket creation

2. We assume that you have integrated Accounts between Zoho Desk and Zoho CRM already with default integration

Approach 

We've given the steps to create Zoho CRM Deal on Zoho Desk ticket creation 

1. Creating workflow on ticket creation

1.1  Tap on Settings icon

1.2 Tap on "workflows" under AUTOMATION

1.3 Tap on "Create Rule"

1.4 Give conditions as mentioned in below image and tap on 'Next'

1.5 Give conditions as mentioned in below image and tap on 'Next'

1.6 Tap on "Next"

1.7 Tap on "+" icon

1.8 Tap on "New" For Custom Functions

1.9 Tap on "Edit Arguments" after giving name

1.10 Give conditions as mentioned in below image and tap on 'Done'

1.11 Give conditions as mentioned in below image and tap on 'Save'

1.6 Tap on "Save"

Code Snippet

Related Community Question

Creating a Zoho CRM deal from a ticket in Zoho Desk | Link

Hi,
We have just started trialling Zoho One, and I am trying to automate getting a deal in CRM to be created when a user submits a ticket in Desk. What is the simplest way of doing this?

Thanks in advance,

Terry