Zoho Desk

dialnote's Zoho Desk integration is on the way: see what's planned and how to turn calls into Zoho Desk tickets today with automation tools.

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. Both options need API access or webhooks, which are on the Business and Pro plans.

Zapier (no code)

  1. Go to Settings → API Keys and create an API key to sign in to dialnote from Zapier
  2. In Zapier, create a Zap with dialnote as the trigger, then pick New Call Log (fires when a call ends) or New 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. Under Events to send, tick the events you want: Call logs (call.completed), Call recordings (call.recording.completed), Inbound SMS, Inbound MMS, or Notes (note.created)
  4. Your middleware reshapes the dialnote payload into Zoho Desk's ticket format

What's next#

The full list of tools dialnote connects to is on the integrations page.