Zendesk
Link support tickets to customer profiles.
Overview
Enhance customer support and streamline ticket management by integrating Zendesk with our CRM. Provide faster resolutions, improve collaboration, and keep track of all customer interactions in one place.
Benefits
Unified customer view – Sync customer support tickets with CRM contacts.
Faster issue resolution – Access support history directly from CRM.
Seamless collaboration – Share ticket updates with sales and support teams.
Automated workflows – Trigger actions based on ticket status or priority.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Zendesk under the Customer Support category.
Step 2 : Connect Your Zendesk Account
Click "Connect Zendesk" and log in with your Zendesk credentials.
Grant the necessary permissions to sync customer support tickets, contact details, and communication history.
Step 3 : Configure Your Zendesk Preferences
Enable ticket synchronization to view open, pending, and resolved cases.
Set up automated alerts for high-priority support requests.
Allow sales and support teams to collaborate within the CRM.
Step 4 : Start Using Zendesk with CRM
View customer support tickets alongside sales data.
Assign, update, and track ticket progress from the CRM dashboard.
Use insights from customer interactions to enhance sales and retention strategies.
