Zohodesk

Automate ticket resolution tracking, sync conversations, and manage customer support efficiently by integrating ZohoDesk with LimeChat CRM.

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Introduction:

LimeChat seamlessly integrates with ZohoDesk, enabling users to:

• Fetch ticket status using ZohoDesk's API for automating ticket resolution tracking in LimeChat's Helpdesk.

• Raise and edit tickets directly via Helpdesk.

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1. How to setup/enable Zohodesk Integration

Step 1: Register Your Application

To use the APIs, an Authentication Token must be generated using the following credentials:

• CLIENT_ID

• CLIENT_SECRET

Steps to Register Your Application

1

Register your app in Zoho's Developer Console: Zoho API Console.

2

Select Server-based applications and enter the required details:

• Client Name: Enter any name for easy identification (e.g., LimeChat).

• Homepage URL: https://limechat.ai

• Authorized Redirect URIs: https://limekit.limechat.ai/crm/zohodesk/oauth

3

Click on Create.

4

Navigate to the Client Secret tab and note down your Client ID and Client Secret.

Step 2: Integrate ZohoDesk with LimeChat CRM

1

Navigate to Settings → Integrations → ZohoDesk in LimeChat HelpDesk.

2

Enter the Client ID and Client Secret.

3

Leave the Refresh Token field blank (it will be auto-filled after authentication).

4

Click Save.

5

A new tab will open requesting required permissions on Zoho.

6

Click Allow.

7

You will be redirected back to LimeChat HelpDesk, and the Refresh Token will be populated automatically.

8

The integration setup is now complete.

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2. Scope of Integration

Features and Capabilities:

1. Ticket Creation from LimeChat CRM

   • Users can create a ZohoDesk ticket using existing ticket values in LimeChat CRM.

2. Conversation Sync

   • When a ZohoDesk ticket is created, a dump of the LimeChat conversation is shared with the ticket.

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3. How to create tickets:

1

Navigate to Tickets in LimeChat CRM.

2

Open any ticket.

3

Once the integration is set up and live, users will see ZohoDesk under 'CRM Tickets'.

4

Click the + icon → A form appears → Fill in the required details → Submit the form to create a ZohoDesk ticket.

5

Once created, a link to the ZohoDesk ticket will appear in the same section, allowing easy access.

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