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Zoho Project

Zoho CRM, Zoho Desk & Telebroad Integration

A connected customer engagement setup designed to centralize relationship history, automate service workflows, and keep communication visible across teams.

Zoho CRM, Zoho Desk & Telebroad Integration

Overview

This project brings Zoho CRM, Zoho Desk, and Telebroad into one coordinated operating environment. Sales teams can manage opportunities and customer records in CRM, support teams can work from structured tickets in Zoho Desk, and Telebroad adds cloud calling, SMS, and WhatsApp communication directly into the wider process. The result is a cleaner handoff between pre-sales, service, and follow-up activity, with better visibility of every conversation and fewer disconnected tools.

Key Capabilities

Lead and contact records connected to service history
Ticket management and customer support workflows in one place
Automated assignment, follow-up, and escalation rules
Call, SMS, and WhatsApp activity linked to customer records
Pipeline visibility with service and communication context
Reporting across sales activity, support volume, and response quality

Connected Apps

Zoho CRMZoho DeskTelebroadCloud TelephonySMSWhatsApp

Operational Value

A 360-degree customer view across sales, support, and communication
Less manual switching between CRM, help desk, and telephony tools
Faster response handling with clearer ownership of follow-up tasks
More reliable insight into conversations, service quality, and relationship health