Editions: Support Desk & Enterprise  TeamSupport has native integration with Zoho CRM so that company and contact information can by synced from your Zoho account into your TeamSupport account, and ticket information can be sent back to Zoho. This integration allows your company to use best of breed solutions for sales, marketing and contact management as well as customer service and support! Setting up the Integration: Obtain your Zoho CRM API key: 1. Click on Setup in the upper right.  2. On the left, click on CRM API Key located under the Developer Space.  3. Copy the API Key.  Add it to TeamSupport: 1. Go to Admin/Integration tab and expand the Zoho section and fill out the fields below:  The "Account type to link to TeamSupport" field allows you to select the Account Types you will use in Zoho CRM to mark which companies are customers and ones that you want brought over to your TeamSupport account. Generally people use "Customer", but you can change this to whatever you want. Please note that capitalization does matter here, so "customer" is not the same as "Customer". You can also identify more than one Account Type by using a comma to separate them as shown above. You can also put in the word "NONE" (no quotes) and we will import all accounts/contacts that have no account type defined in your CRM. The Integration in Action Once you've followed the steps above, your integration should be active. Now you can go into Zoho CRM and edit the accounts you would like to sync. The integration runs every 15 minutes, 24/7 so you will not see instant results. Your customers and contacts will begin to appear under the Customer section within your TeamSupport account.  When a ticket is created by your customers, you will see this as a note in Zoho. See below.   A Few Integration Notes 1. Company and Contact information is only synced from Zoho CRM to TeamSupport, not the other way around. If a change is made to a linked contact in TeamSupport, it will be wiped out the next time the integration service runs. We suggesting using your CRM as the main source for contant info. 2. In order for a contact to be brought over into TeamSupport, they must have a valid email address defined within Zoho CRM. 4. Customers can take 15 minutes to show up so once you setup the integration, be patient. After 15 minutes, refresh TeamSupport and you should see the customers begin to appear. Your TeamSupport account will run 24/7/365 scanning for updates. So the next time you go to the customer section in TeamSupport, your Zoho CRM customers should be there. You can also reference a report called CRM Sync Logs within the Reports section of your account to see recent activity. Fields we are mapping from Zoho: Companies: Name Shipping Street Shipping City Shipping State Shipping Code Shipping Country Phone Contacts: Email FirstName LastName Title Phone Mobile Fax Still Need Help? As always, if you have any problems or need help with the integration, please email support@teamsupport.com or give us a call at 800.596.2820. |
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