Zendesk integration setup is quick and easy. No programming required. Just enter your account information and you're good to go.
Thanks to CloudTalk + Zendesk integration, all existing Zendesk data (contacts, tickets, emails, etc.) will be synchronized within CloudTalk and vice versa. This means that your agents will have a comprehensive understanding of the customers without having to open multiple systems.
If you prefer video setups, here's an instruction video on setting up the CloudTalk & Zendesk integration:
In CloudTalk:
Login to CloudTalk Dashboard account here.
Click on Account > Integrations in the left sidebar menu.
Select Zendesk integration and click on +Add button to install the integration.
As next step, type your Zendesk domain.
5. You will be redirected to Zendesk Login page, where you need to log into your account.
6. As the next step, click on Authorize and follow the authorization flow.
7. After successful login, you will be redirected back to CloudTalk Dashboard.
8. Once you have completed these quick steps, your integration is ready. Now you can customize it according to your business needs.
9.Finally, click on the Save button to activate the integration.
Tips & Tricks:
You can customize the call workflow in the integration settings page in CloudTalk.
Choose whether notes, recordings, and customer links are exported as internal notes, which are not viewable by customers.
When off, these will be exported as part of the ticket customers can see.
When on, these will export such that only the assigned agent or admin can view.
Contacts are automatically synchronized as well. If you create a new contact or update an existing one in Zendesk, changes are automatically reflected in CloudTalk, and vice versa.
Make calls directly from Zendesk
To enhance your productivity, you can use the click-to-call feature in order to make a call directly from your Chrome browser, simply by clicking on a number in Zendesk. Just visit our Click to Call page and follow the installation instructions.
Pro Tip: We recommend removing all other Chrome extensions or other telco providers which may interfere with the click-to-call feature.
If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!