The Zoho CRM Connector app for Freshdesk enables seamless access to your CRM data within Freshdesk and allows efficient synchronization between the two platforms.
This integration is powered by the Zoho connector app, which links contacts and accounts between Freshdesk and Zoho and provides you the flexibility to choose the direction of synchronization.
Prerequisites:
Ensure that you have admin permissions in Freshdesk.
| This article includes: |
Install the app
- Log in to Freshdesk, go to Admin > Apps, and search for the Zoho CRM Connector app.
- Click Install and connect your Freshdesk account.
- Enter your Freshdesk domain (yourcompany.freshdesk.com) and API key.
Note: To find your API key, click on your Profile icon and click Settings > View API, and complete the captcha verification to retrieve the key. - Select the agents who will have access to the Zoho configuration and click Complete Installation.
- Once the installation is complete, you can view the app icon on the left navigation pane. If you have more than one installed app in your account, the apps will be grouped.
Configure data sync
To synchronize data between Freshdesk and the Zoho CRM Connector app:
- On your Freshdesk account, click on the app icon from the left navigation pane and choose Zoho Connector App.
- Go to the Data sync tab and click Configure sync.
- Choose the Account time zone and data center of your account and click Connect.
- Sign in to your Zoho CRM account.
- Grant the app permission to access your Zoho account.
- Choose the direction of data flow based on your requirements:
- Zoho to Freshdesk: One-way data flow from Zoho to Freshdesk
- Freshdesk to Zoho: One-way data flow from Freshdesk to Zoho
Note: The two-way data flow between Freshdesk and Zoho systems is currently unavailable.
- Once you choose the direction, relevant recipes will appear. You can currently sync Contact and Account information between Zoho and Freshdesk.
- Choose the fields you want to sync.
- Choose from when the recipe should pick up events. By default this is set to empty. You can choose a date further back but please note that the further you go back to get updates, the more tasks you will consume.
- Once the configuration is complete, click Test recipe to verify if the data is flowing.
- If the data flows without issues, enable the recipe's toggle to start.
Manage your account
The Data Sync tab includes the following sections:
Analytics: This section displays the number of successful and failed jobs and the tasks consumed.
Account: Modify your configured Zoho account or authenticate with another user’s credentials.
Pricing
The Connector app is a paid add-on priced at $80 per 5000 tasks and aligns with your billing cycle. For example, for a monthly billing cycle, tasks expire monthly or annually for an annual plan.
To purchase the add-on:
- On your Freshdesk account, go to Admin > Plans and Billing.
- Select the number of Connector App Task Packs you wish to purchase.
Please note that you can purchase the add-on only when you have an active subscription with Freshdesk.
How are tasks calculated?
Every action block in the recipe constitutes a task. The following table shows the task consumption based on the entity and direction of sync:
| Sync Direction | Entity | Number of Tasks |
Zoho to Freshdesk | Create/Update Contact [No Account] | 2 |
| New/Updated Contact [Contact with Account mapped] | 3 | |
New/Updated Company | 2 | |
| Freshdesk to Zoho | New/Updated Contact [No Company] | 3 |
| New/Updated Contact [Contact with Account mapped] | 4 | |
Create/Update Company | 2 |