dialnote's Zoho Desk integration is currently in development. When it launches, you'll be able to connect your Zoho Desk account and automatically sync calls, recordings, transcripts, and AI summaries to your support tickets — keeping your agents in the loop without switching between apps.

What to Expect#

The integration will bring your dialnote call data straight into Zoho Desk so support agents get full context on every interaction. Here's what's planned:

Automatic ticket creation — After a call ends, dialnote will create or update a Zoho Desk ticket with the call details: duration, direction, outcome, and caller info. Missed calls and voicemails will generate tickets too, so nothing slips through.

Recording and transcript attachments — AI-generated transcripts and call recordings will attach to tickets automatically. Agents can listen to or read the conversation right from Zoho Desk, and managers can review calls during quality audits.

AI summary sync — Each call's AI summary and action items will show up as private comments on the ticket. Your team gets a quick picture of what happened without listening to the full recording.

Contact matching — dialnote will match incoming callers to existing Zoho Desk contacts by phone number. First-time callers can be created as new contacts automatically, so you're tracking them from the first interaction.

Per-number control — Choose which dialnote phone numbers send data to Zoho Desk. Sync your support lines while keeping internal or personal numbers separate.

Connect Zoho Desk Today with Webhooks#

You don't need to wait for the native integration. dialnote's webhook system can push call events to Zoho Desk right now.

Option 1: Use Zapier (no code)

  1. Go to Settings → Webhooks and connect your Zapier account
  2. Create a Zap with dialnote as the trigger — pick "Call Completed" or "Recording Ready"
  3. Choose Zoho Desk as the action app and select "Create Ticket"
  4. Map the fields — route caller name, phone number, call direction, transcript, and AI summary into the right ticket fields
  5. Turn it on and calls will start creating Zoho Desk tickets automatically

Option 2: Use custom webhooks

  1. Go to Settings → Webhooks and add a new webhook endpoint
  2. Point it at a middleware service (like a serverless function) that calls the Zoho Desk API
  3. Select which events to send — call.completed, call.recording.completed, and note.created
  4. Use the test button to verify your endpoint receives the payload correctly
  5. Your middleware transforms the dialnote payload into Zoho Desk's ticket API format

Both approaches get you call-to-ticket logging while the native integration is being built.

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