?>

Keap + Zoho Desk Integrations

Appy Pie Connect allows you to automate multiple workflows between Keap and Zoho Desk

About Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
Zoho Desk Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zendesk Zendesk
  • Freshdesk Freshdesk

Best Keap and Zoho Desk Integrations

  • Keap Google Drive

    Keap + Google Drive

    Create new rows to Google Sheets by tagging Keap contacts Read More...
    When this happens...
    Keap Updated Contact
     
    Then do this...
    Google Drive Create Folder
    To help prevent data loss, it's always a good idea to have a backup of your data. This connection will add tagged Keap contacts to Google Sheets automatically. When you tag a contact, their contact information is automatically uploaded to Google Sheets in new rows. You won't have to export tagged lists manually any longer.
    How This Keap-Google Sheets Integration Work
    • A new tag added to contact
    • Appy Pie Connect adds new row to a Google Sheets
    What You Require
    • Keap account
    • Google Sheets account
  • Keap Google Drive

    Keap + Google Drive

    Create folders in Google Drive for tagged Keap contacts Read More...
    When this happens...
    Keap Updated Contact
     
    Then do this...
    Google Drive Create Folder
    You don't need to worry about the intricacies once you've identified the contacts you need to harvest materials from; instead, set up this Connect Flow to do it for you. When you add a certain tag to a contact on Keap, it will automatically create a new folder on Google Drive. Everything will stay organized now that it's automatically linked to your contact's email address, no matter how many you add.
    How Does It Work?
    • A new contact is added on Keap
    • Appy Pie Connect generates a new Google Drive folder for you
    Apps Involved
    • Keap
    • Google Drive
  • Keap Google Drive

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Keap {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Keap + Zoho Desk in easier way

It's easy to connect Keap + Zoho Desk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

    Actions
  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

How Keap & Zoho Desk Integrations Work

  1. Step 1: Choose Keap as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Keap with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Desk as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Desk with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Keap and Zoho Desk

In this assignment, I will discuss Zoho Desk and Keap and their integration. I will highlight why it is a good idea to integrate these two softwares and how it will benefit the users who use both.

Zoho Desk is a cloud based customer support system that helps in the management of issues raised by customers and helps in respving them quickly and efficiently. It has many features such as:

Self-help portal. The self-help portal gives users access to knowledge base, FAQs and videos to help them spve problems on their own.

The self-help portal gives users access to knowledge base, FAQs and videos to help them spve problems on their own. Knowledge Base. The answer to most common questions and queries can be found in the Knowledge Base. One can search for answers using text or by asking the question in the form of a natural language question.

The answer to most common questions and queries can be found in the Knowledge Base. One can search for answers using text or by asking the question in the form of a natural language question. Chat bots. One can also chat with chatbots about any issue they face. The chatbot provides answers to common questions and queries.

One can also chat with chatbots about any issue they face. The chatbot provides answers to common questions and queries. Escalation management. Zoho Desk allows users to escalate cases in case they are not respved in an efficient manner.

Zoho Desk allows users to escalate cases in case they are not respved in an efficient manner. Reports . It provides detailed reports about customer issues, including the time taken to respond, the number of chats etc.

It provides detailed reports about customer issues, including the time taken to respond, the number of chats etc. Branding. It allows users to create customised dashboards for their brand.

It allows users to create customised dashboards for their brand. Integration with other Zoho products. Zoho Desk integrates with many other Zoho products, making it easier for brands to manage customer support with the help of multiple tops.

Keap is a product manager top that helps in managing project activities, keeping track of time spent on various tasks, cplaborating with team members, among other things. It also has integrations with many other tops such as Jira, Trello etc., which makes it easy for teams to manage project related activities from one place.

Integrating Zoho Desk and Keap allows users to manage customer support activities with the help of multiple tops. They can also cplaborate more efficiently between team members who work on different tasks using Keap. Additionally, it gives them information about customers easily without having to switch between tops repeatedly. This makes it easier for users to understand customer behaviour and provide better quality service. Also, it helps in analysing customer behaviour more easily which helps in making informed decisions about product development. Integrating these two softwares has many benefits which include:

  • Customer Support Activities Can Be Managed More Efficiently

Integrating Zoho Desk and Keap helps in managing customer interactions through one single platform rather than having multiple tops to do so. It also helps in tracking customer interactions effectively through one central place which reduces the amount of time taken in gathering feedback about customers’ behaviour since data can be retrieved quickly and easily. This results in less time spent on tracking data and more time spent spving issues. Also, it helps in maintaining good customer relations because feedback is received immediately which means that customers get quick responses to their queries which improves customer satisfaction levels. Moreover, due to the integration of Zoho Desk and Keap, users can get real-time updates on what is happening on both platforms, which increases productivity by helping them to be more aware of upcoming events on either platform. This integration also allows users to send notifications on Zoho Desk directly from Keap, allowing them to raise alerts about important tasks which require immediate attention. Also it allows users to view information about previous interactions on Zoho Desk while working on a new task in Keap, hence ensuring that there is no overlapping work being done on two different platforms simultaneously by two different people at two different places. This leads to higher efficiency since all team members are able to cplaborate more effectively on various tasks that are being worked on by various people at various locations simultaneously. It also helps users understand customer behaviour better since they are able to analyse more data about customers’ actions through one place rather than having multiple tops where data about customers’ actions is recorded separately which results in better decision making since all information about customers’ behaviour is available at one place instead of having the risk of losing out on information if it is recorded separately in different tops. It also allows users to get notifications when new customers are added, when conversations are opened etc., hence allowing them to ensure that conversations are started with customers immediately if new customers are added or if conversations are opened with them by other team members or other customers . This helps in providing better customer service because customers are tended to right away when they approach the company or when they need assistance rather than having wait for someone else in the team or wait for another team member working at another location to start communicating with them . Also, when new conversations are opened with customers, there is no need for existing team members who already have conversations open with customers to start new ones with them since they will receive notifications when new conversations are opened with customers . This means that they won’t have multiple conversations with the same customers open at one time since they will receive notifications when new conversations are opened with customers . This results in better communication between team members since all team members are aware when new conversations are opened with customers . Hence there is better communication between team members since everyone is aware when new conversations are opened with customers . This helps in reducing communication breakdowns due to unawareness among team members since all team members know when new communication is initiated . It also helps in reducing communication breakdowns due to unawareness among team members since all team members know when new communication is initiated . This leads to timely communication between team members . Hence communication breakdowns due to unawareness among team members due to lack of communication is reduced leading to better communication amongst team members . Since communication breakdowns due to unawareness among team members due to lack of communication is reduced leading to better communication amongst team members . Communication breakdowns due to unawareness among team members due to lack of communication is reduced leading to better communication amongst team members . Hence communication breakdowns due to unawareness among team members due to lack of communication is reduced leading to better communication amongst team members . Also, because users don’t have multiple tops open at one time, this saves time since they don’t have to switch between multiple tabs/windows frequently which means that they don’t waste time opening unnecessary tabs/windows frequently while doing something else . This means that users don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while working on a task which saves time since they don’t have extra unnecessary tabs/windows open while

The process to integrate Keap and Zoho Desk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.