Disconnect Zoho Desk Integration

Cloud Voice supports one helpdesk integration at a time. Before you can link a different helpdesk service, remove the Zoho Desk connection you have in place.

Note

The helpdesk integration is what ties your phone system to Zoho Desk: it syncs the shared phonebook and contacts between the two systems. You manage it under Integrations > Helpdesk in the Cloud Voice portal.

Procedure

1. Sign in to the Cloud Voice management portal and open Integrations > Helpdesk.

2. In the upper-right corner of the page, select Cancel Integration.

   

3. Confirm by selecting OK in the dialog that appears.

   Caution

   Disconnecting takes effect right away and clears every saved integration setting. There is no undo. If you decide to reconnect Zoho Desk (or connect a different helpdesk) later, you will have to enter all of the configuration again from scratch.

Result

• The Zoho Desk integration is removed.
• Every setting tied to the integration is cleared.
• The phonebook and contacts that were synced stay on Cloud Voice, and you can now edit them directly.

Tip

Your contact data is safe: the synced phonebook and contacts remain on Cloud Voice after you disconnect, so nothing is lost. Because they are no longer locked by the integration, you can edit them directly on the phone system.