全新
Larkwell
Zoho CRM, Books, Billing and Inventory next to each ticket: deals, invoices, subscriptions, orders.
相容於
Support
開發人員
Great Work LLC
About this app
Larkwell puts your customer's Zoho records next to every Zendesk ticket: Zoho CRM, Zoho Books, Zoho Billing and Zoho Inventory in one panel, read live from your own Zoho account.
What your agents see
- Zoho CRM: the requester's contact, matched by every email address they use, with title, phone and owner; their account; open deals with amount, stage, probability and close date (overdue close dates stand out); won and lost totals; recent tasks, meetings, calls and notes. When the requester has no contact yet, the account that uses their email domain.
- Zoho Books: balance due, unpaid invoices first with due dates, recent invoices and payments, each linked to Zoho Books.
- Zoho Billing: subscriptions with plan, amount, status (live, trial, non renewing, unpaid, dunning) and the next renewal date.
- Zoho Inventory: recent sales orders with status, shipments, carrier and tracking number.
The organization profile shows the matching account. A lookup box finds any contact or account by email, record id or Zoho CRM link.
Each product is optional. Larkwell detects which ones your Zoho account and token reach and shows only those, so a CRM-only or Books-only team gets a clean panel.
What your agents can do
Create a Zoho CRM contact for a new requester (linked to the matched account), add a note to the contact or account, and log a call. Each action shows exactly what will happen and waits for a confirmation, is sent once (never retried behind the agent's back), and is logged on the ticket as an internal note with a tag. Admins choose who may act (all agents, admins, roles or groups) and which actions exist.
Built to keep working
A guided setup check tests every step from inside Zendesk (data center, sign-in, token scopes, each product) and names the exact fix. Admins never have to reinstall to repair a connection.
Sign-in uses a Zoho Self Client in your own Zoho account. The client secret and refresh token are Zendesk secure settings that are only ever sent to Zoho's own sign-in host; agents' browsers never see them. Access tokens are renewed automatically and shared by each agent's open tabs, so Zoho's token limits are not hit.
Least privilege: the setup guide gives the exact read-only scopes plus the three CRM creates. Larkwell refuses to run with a token that can manage Zoho CRM settings or Zoho Books banking.
Every Zoho data center: US, EU, India, Australia, Japan, Canada, UK, Saudi Arabia, UAE and Singapore.
Your data
Larkwell runs in the agent's browser. Great Work operates no server for it and receives none of your Zendesk or Zoho data. Nothing is copied, stored, exported or used for AI. Records are read when the panel opens and gone when it closes.
Pricing
14-day trial (card required), then:
- Team: $100 per month for accounts with up to 6 agents and admins.
- Scale: $15 per agent per month from 7 agents and admins.
Every feature is on both plans. Email support at hello@greatwork.company, reply within 1 business day.
Larkwell is made by Great Work LLC and is independent of Zoho Corporation. Zoho, Zoho CRM, Zoho Books, Zoho Billing and Zoho Inventory are trademarks of Zoho Corporation.
App 詳情
如何安裝
Larkwell signs in with a Zoho Self Client in your own Zoho account. You need a Zoho admin (or a Zoho user who can see the records your agents need) for steps 1 to 3. About 10 minutes.
- Find your data center. Look at the address you sign in to Zoho at: zoho.com is
us, zoho.eu iseu, zoho.in isin, zoho.com.au isau, zoho.jp isjp, zohocloud.ca isca, zoho.uk isuk, zoho.sa issa, zoho.ae isae, zoho.sg issg. - Create a Self Client. Open the Zoho API Console of that data center (api-console.zoho.com for
us, api-console.zoho.eu foreu, and so on), choose Add Client > Self Client > Create. On the Client Secret tab, copy the Client ID and Client Secret. - Install Larkwell in Zendesk. Enter the data center code, the Client ID and the Client Secret. Leave the refresh token empty for now and "Refresh tokens saved" at 1. Leave the organization IDs empty to use each product's default organization.
- Make the refresh token. Open any ticket as an admin: Larkwell opens its setup check and shows "Make a refresh token from a grant code" with the scope string. In the API Console, on the Self Client's Generate Code tab, paste that scope string (leave out the products you do not use), choose 10 minutes and click Create. Paste the code Zoho shows into Larkwell and click "Get refresh token". Zendesk adds your client secret on the way to Zoho, so it never reaches the browser. Copy the refresh token into the Refresh token setting and save. Do not use ZohoCRM.ALL or ZohoBooks.fullaccess.all: Larkwell refuses tokens that broad.
- Run the setup check. Click "Check again" (or "Setup check" at the bottom of the panel). Every step should say OK; a step that does not names the exact fix.
Who may take actions. "Who may take actions" takes agent (everyone, the default), admin, custom role ids, or group:<id>, comma separated. Everyone else sees the panel read-only. Each action can also be turned off.
Larger teams. Zoho lets one refresh token make 10 access tokens per 10 minutes. Larkwell shares one token per agent session, which covers most teams. If the setup check or the panel reports Zoho limiting sign-ins, repeat step 4 to make a second (and third) refresh token, save them as Refresh token 2 and 3, and set "Refresh tokens saved" to 2 or 3. Agents are spread across them.
Uninstalling. Uninstall in Zendesk Admin Center. Then revoke the token in Zoho Accounts > Security > Connected Apps (or delete the Self Client in the API Console). Notes and tags already on tickets, and records created in Zoho CRM, stay.
Questions: hello@greatwork.company (reply within 1 business day).
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方案與定價
Team
Free 14-day trial, then $100.00 per month
$100 per month for Zendesk accounts with up to 6 agents and admins. Every feature: the requester's Zoho CRM contact, account, open deals and recent activity, plus their Zoho Books, Billing and Inventory records, on tickets and user profiles. Email support, reply within 1 business day.
免費試用Scale
Free 14-day trial, then $15.00 per agent, per month
$15 per agent per month, for Zendesk accounts with 7 or more agents and admins. Smaller accounts choose Team; actions stay off on Scale below 7 agents. Every feature, as in Team. Email support, reply within 1 business day.
免費試用