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Zoho Desk helps you simplify customer service operations, improve agent productivity, and deliver lasting customer experiences. In order to help you better manage client interactions, it also provides capabilities like Knowledge Base Management, Document Management, Content Management, Text Editing, Communication Management, Client History, and Widgets.
What can you do with Zoho Desk and Profit.co Integration?
Integrate Zoho Desk with Profit.co’s key result to automate your OKR check-ins. It automates the progress of views generated based on:
- Tickets count
- Calls count
- Tasks count
- Events count
Configure Zoho Desk KPI in Profit.co
Note: Super Users can only enable the Zoho Desk integration in Profit.co.
Navigate to Settings from the left navigation panel.
Click on Integrations, On the Connectors page, Select the User Level tab and click on the Zoho Desk Manage button.
After enabling it, Navigate to Preference from the left navigation panel and select the Integrations tab, and select Zoho Desk Manage button to make a connection.
Then click the Sign in to Zoho Desk button.
Enter the Connection Name and click on the Sign in to Zoho Desk button.
You will be directed to the Zoho Desk connectors page, and sign in to your Zoho account.
To access data in your Zoho account, click Accept.
Once the Integration is done, you can connect your key result progress.
Automating Key Results with Zoho Desk
Now Create a key result Using the Form in Profit.co where you want to integrate the Zoho Desk KPI in a key result.
Note: Zoho Desk KPI supports Increase KPI, Decrease KPI, or Control KPI type.
Enter the Key Result name, and choose the required Key Result type and KPI.
Select the Automate Check-in and choose Zoho Desk from the Connection dropdown.
On the Connect to Zoho Desk tab, Choose your Department, KPI List, and View. After choosing you will find the Current Value of the Tickets count.
Then, click Add.
Note: In Zoho Desk, Tickets are indicated as Cases. You can also set the current value as the start value by clicking the Set as start value checkbox.
Once the Key Result is successfully created, click on the Check-in button and complete the Check-in to update the status value in the key result.
Finally, you can Update it to make progress to your key result.
Note: The automatic check-in will happen every day at 09.00 AM based on the user region.