Zendesk integration with Teamgate CRM allows your sales team to always see the full information related to your customers in one place! The dedicated bar displays the ticketing history inside the Lead, People and Deals cards. Reviewing recent tickets of your potential customers may provide you with valuable information regarding the areas of interest of your potential client or issues he/she might be facing. Additionally, the information about your Leads, Companies, and Deals may be pulled to your agents' interface in Zendesk.
Sections:
1. What is Zendesk?
1.1. Zendesk is one of the most popular customer support ticketing software. The system is mostly used by support teams and sales teams usually do not have access to the system. By integrating Zendesk with Teamgate you bring two separately working teams closer and highly improve positive customer service experience.
Zendesk integration with Teamgate CRM allows your sales team to always see the full information related to your customers in one place! The dedicated bar displays the ticketing history inside the Lead, People and Deals cards. Reviewing recent tickets of your potential customers may provide you with valuable information regarding the areas of interest of your potential client or issues he/she might be facing.
2. How to integrate Zendesk with Teamgate?
2.1. Navigate to Settings > Additional features > Integrations
2.2. Click the gear icon and enter your Zendesk subdomain name in the blank field > hit "Save" and move the slider to the right
2.3. Click "Allow"
2.4. Enter your Zendesk login details. NOTE: use Zendesk Admin login details!
2.5. After performing these steps you will be redirected to Teamgate and you will see the Zendesk bar inside your contacts cards - all the tickets will be synced immediately.
Note: Ticket information updates every 15 minutes. You may fasten the sync by clicking on the Zendesk icon:
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3. How to use Zendesk integration?
3.1. Open Lead, Company or Deal card and on the right there is located Zendesk ticket bar. You will see the ticket description, date, and the current status.
3.2. Click on the ticket title to review the entire conversation and the ticket details such as agent, submitter, requester, and tags. If you are a Zendesk user - by clicking on the "View in Zendesk" the ticket will open in Zendesk application.
4. How are Zendesk tickets displayed in different modules?
4.1. Leads - Zendesk bar will display all the tickets submitted from the email address added to the lead card.
4.2. People - Zendesk bar will display all the tickets submitted from the email address/-eses added to the people card.
4.3. Companies - Zendesk bar will display all the tickets submitted from the email address/es added to the company card and all the tickets submitted by the associated contacts.
4.4. Deals - Zendesk bar will show the tickets submitted by the associated contacts.
5. Install Teamgate app from the Zendesk Marketplace.
With the Teamgate CRM app you can view the Leads, People and Companies data directly in your agent interface in Zendesk. Zendesk integration will allow sales people to take a more individual approach in a pre-sale process.
