Zoho Desk

Native Automation

Automate Your Feedback Loop!

If you use Zoho Desk to manage tickets, did you know you can leverage native report automation in Zoho? LoyaltyLoop is the perfect customer experience and review platform for you.

Zoho has native report automation functionality where you can send your Zoho Desk closed ticket contacts (i.e., customers to be surveyed) to your LoyaltyLoop account automatically.

  • Set it, and forget it!
  • Engage customer soon after their experience
  • Send requests as often as daily
  • Save time (and money) not running manual reports

Below, you'll find our Zoho report guide, walking you through the automation setup procedure. For the latest updates to Zoho reporting, always refer to Zoho support documents.

“You can't correct your problems without getting the bad with the good, and since our customers are given an outlet to voice concerns through LoyaltyLoop, we are now running at a much higher satisfaction rating than ever before. Thank you!”

Thomas M.

Aiken SC

Want to learn more?

Schedule a Demo

FAQs about the Zoho Desk automation for LoyaltyLoop

Q: How much does it cost?

A: There is no additional cost.

Q: How does the Zoho Desk automation help me?

A: With the Zoho Desk automation set up, your closed ticket contacts will flow automatically to your LoyaltyLoop account on a daily basis. This allows your LoyaltyLoop account to engage helpdesk customers for feedback and reviews without effort from you.

Q: How do I enable my Zoho Desk automation?

A: LoyaltyLoop customers should sign in to their account, then search our Knowledge Base for "Zoho Desk automation". You will find the step-by-step instructions. You can always reach out to our Support Team for help at support@loyaltyloop.com (401-560-0311 option 3).

Q: What fields in Zoho Desk are sent to LoyaltyLoop?

A: There is no limit to the fields you can include in your Zoho Desk report. If you see a field that you think would be helpful to have associated when you view the customer’s feedback in LoyaltyLoop, add the field to your report. By default, Zoho Desk will include:

  1. Email (Ticket)
  2. Status (Ticket)
  3. Subject
  4. First Name
  5. Last Name
  1. Email (Contact)
  2. Contact name
  3. Mobile
  4. Phone (Contact)
  5. Title
  1. Ticket Closed Time
  2. Ticket Description
  3. Ticket Owner
  4. Type
  5. Ticket Id
  6. CRM Contact Type
  7. Closing Date

Looking for Zoho CRM automation instead?