Zoho Desk

Connect Zoho Desk to dialnote for helpdesk integration

dialnote's Zoho Desk integration is on the way. When it ships, you'll be able to connect your Zoho Desk account and turn calls into support tickets automatically, attach recordings and AI summaries, and match callers to existing Zoho Desk contacts — without jumping between tools.

What's planned#

  • Ticket creation — completed calls, missed calls, and voicemails logged as Zoho Desk tickets
  • Transcript and recording attachments — review calls right from the ticket
  • AI summary sync — each call's summary and action items added as a private comment
  • Contact matching — callers matched to Zoho Desk contacts by phone number

Connect Zoho Desk today#

You don't have to wait. dialnote can send call events to Zoho Desk right now.

Zapier (no code)

  1. Go to Settings → Webhook Management and copy your Zapier API key
  2. In Zapier, create a Zap with dialnote as the trigger — pick Call Log (fires when a call ends) or Call Recording (fires when a recording is ready)
  3. Choose Zoho Desk as the action and select Create Ticket or Update Ticket
  4. Map the call fields — direction, duration, transcript summary, and contact — to the right ticket fields
  5. Turn it on, and calls start flowing into Zoho Desk

Custom webhooks

  1. Go to Settings → Webhook Management and add a webhook endpoint
  2. Point it at a small middleware service (like a serverless function) that calls the Zoho Desk API
  3. Pick the event this webhook sends — each webhook delivers one of call.completed, call.recording.completed, or note.created
  4. Your middleware reshapes the dialnote payload into Zoho Desk's ticket format

What's next#

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