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.

Step 1

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.

settings
integration

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.

preferences

Then click the Sign in to Zoho Desk button.

connect_zoho

Step 2:

Enter the Connection Name and click on the Sign in to Zoho Desk button.

 sign

You will be directed to the Zoho Desk connectors page, and sign in to your Zoho account.

sign

To access data in your Zoho account, click Accept.

accept_zoho_kpi

Step 3:

Once the Integration is done, you can connect your key result progress.

manage_zoho_desk

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.

create_key_result

Select the Automate Check-in and choose Zoho Desk from the Connection dropdown.

automate_checkin

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.

add_zoho_desk

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.

kr_initial

check-in

Finally, you can Update it to make progress to your key result.

update

kr_track

Note: The automatic check-in will happen every day at 09.00 AM based on the user region.