The Zendesk Support for Zoho Books app helps customer-support executives with instant and detailed access to the current, account status of the customer. When the Zendesk ticket is clicked, it automatically fetches the customer information from Zoho Books and displays it beside the ticket, offering better visibility to the customer support executive.
Here's how the Zoho Books information helps you build a better customer conversation in Zendesk: * Contact Information: billing/shipping address. * Sales Transactions: List of Invoices and estimates created by the contact. * Comments: Critical information, if any, on the sales transactions created by the contact.