App requirements

This app can be connected to any Zendesk Sell account, regardless of subscription. You’ll need to have admin privileges in Sell to complete app installation. This app will allow you to see Sell sales information within Support as well as ‘notify sales’ from any ticket.

Completing installation

• After installing the app in your Zendesk account, navigate to any ticket view to see the app.
• Click “Connect to Sell”. If you’re not yet logged in to Sell, you will be asked to do so. Make sure to log in using an admin account.
• Click “Connect” in Sell. This will complete the app installation process.
• Reload your Zendesk ticket view. You should now see contact information from Sell directly in Support.

For additional info refer to support article.

See Zendesk Tickets In Sell

Tighten the bond between support and sales by syncing Zendesk tickets into Sell. This is an additional integration that can be enabled from Sell settings. Click here for more information.

Getting started is easy with Oomnitza: 1.) Log in to your Zendesk account 2.) Click on the Admin gear/icon in the lower left 3.) Under Apps, click Marketplace 4.) Click on IT Asset Management by Oomnitza 5.) Click Install App 6.) Enter your Oomnitza System URL (eg https://systemurl.oomnitza.com) 7.) Click Install and you're done!

In order to use our Zendesk integration, all you need is a Zendesk Support account with administrator permissions, a Harvestr account and a Harvestr API key.

First, install the Harvestr app in Zendesk Support using a Zendesk admin account.

Then, get your Harvestr API key from your Harvestr integrations settings. Jump to the Harvestr app settings in Zendesk (Admin - Apps - Manage - Harvestr - App configuration) and enter your Harvestr API key into the corresponding token field.

Note: If you want to restrict access to your app to just administrators or just agents, click Enable Role Restrictions before installing and choose the users. When the process is complete, your app should appear as a private app in your list of installed apps on the page.

To finish the setup, go back to your Zendesk integration settings in Harvestr and you will be able to enter your Zendesk support base url and authorize Harvestr to connect to your Zendesk account.

That's it ! Your support team can now push tickets from Zendesk to Harvestr by clicking on the 'Send to Harvestr' button in the apps sidebar. You will then get live updates in Zendesk about how the ticket is managed in Harvestr.

Follow this easy sign-up process to access all of the benefits of the free-tier, including process management, internal knowledge base, process analytics, and agent scripting:

• Install the "BrightReps Sidekick" app from the Zendesk app marketplace
• Open a ticket and Sidekick will launch on the right sidebar.
• Sign in with Zendesk. If you are the first user for your company you will be prompted to enter your Company Name and click Sign Up. You will automatically be assigned an Admin role.
• Additional team members can sign up within the app on Zendesk by signing in using their Zendesk credentials. They will be assigned an Employee role but Admin users can update their permissions from the Admin Portal by going to Manage Company > Manage Team.

To enable integrations, upgrade to the "Integrated" or "Enterprise" plan and visit the Integrations Lab to enter the required API credentials. Some of the available integrations and functions include:

• ShipStation (search orders, shipments, and tracking numbers; create shipping labels; create orders, create and link a return label to an order)

• EasyPost (create shipping labels and search shipments)

• Arena Solutions (generate new Quality Process records)

• Shopify (create new orders)

• View status of Orders, Shipments, and Quality Processes when loading a ticket

• Create a PDF (with static and dynamic variables)

• And more...

Upgrade to the "Enterprise" plan to enable the following features

• Custom Integrations (integrate your tools with Sidekick, no code required)

• Real-Time Work Dashboard

For help getting started or a product walkthrough visit the BrightReps Resource Center or contact [email protected]

To get started, contact our team to customize your Stella Connect package. Stella Connect is priced on a simple, per-seat basis. Once you’ve decided on features and workflow, integration is quick and easy and our team will guide you through every step of the process. There are five simple steps to follow:

1. Create a Target: leverage our flexible API to create your integration.

2. Create Triggers: These are the service channels that you want Stella Connect requests sent against.

3. Create Exclusion Tiggers: These are custom rules you can put in place for interactions that you do not want Stella Connect requests sent against.

4. Test: assign a test email address and use our test key so you can safely review and refine the Stella Connect customer experience.

5. Move to Production: Set your integration live and start automatically triggering Stella Connect requests and kicking off your service recovery workflow.

You must have a Zendesk and Segment account before getting started. Every Segment account starts with a 14 day free trial!

Integrations

Getting Started

If you are interested in using the Integrations product and sending data to Zendesk, please sign up for Segment here.

Sources

Getting started

If you are interested in using the Sources product and sending Zendesk data to your data warehouse, please sign up for Segment here.

To install and set up Zendesk for Segment:

1. Log in to your Segment [account]https://segment.com/sources/zendesk).
2. Navigate to the Sources Catalog and click Zendesk
3. Choose a name and SQL Schema name
4. Enter your Zendesk subdomain and click Authorize
5. Your Zendesk data will begin syncing to your warehouse!

If you have any questions, please reach out to Segment at [email protected].

One-time installation requirements for each new agent PC:

1.  Search for the **Five9 Plus Adapter for Zendesk** in the Zendesk Marketplace and install.
2.  Once installed please choose the **Five9 datacenter** associated to your account (COM/EU). Your administrator should have this information.

Once the Five9 Plus Adapter is installed on the agent's PC:

1.  Log into Zendesk.
2.  Click on the phone app in the upper right corner of the screen.
3.  If SSO is enabled, then NO login is required.
4.  If SSO is not enabled, you will have to login with the following information:
*   Your Five9 agent username
*   Your Five9 agent password
*   Your station (obtain from Five9 admin)

Pendo Zendesk Installation instructions

1. Create integration key in Pendo

Visit pendo at https://app.pendo.io/admin/integrationkeys to create an Integration within Pendo that you will use to allow all your Zendesk users to get data from Pendo

Save this key and use it to fill in the form when installing Pendo.

2. Determine how you will identify your users

Currently, Pendo requires your users to be identified by their emails addresses as this is the only identifiable values we can get from Zendesk.

By default, if you have used email addresses as the ID for your users for Pendo then we will automatically find your users. If you didn't use the email address as the ID but did pass it over as metadata to Pendo then you can specify that when you install by clicking the "Enable searching metadata for use email" checkbox and filling in the "Email Field Name" with the <metadata group>/<metadata field> value.

For example, you might use "agent/email" or "salesforce/email". You can see the existing options here: https://app.pendo.io/admin/settings (then click the Data Mappings tab).

Follow the prompts to install the app. You will be asked to provide two fields in order to complete the installation:

• Subdomain

• Token

To get these values, you will first need to ask support to enable the feature for you. Please email [email protected] to do that. You will then need to complete the following steps:

• Login to Lessonly as an admin.

• Navigate to Settings and click on the Integrations tab.

• Under the “Zendesk Integration” section, a security token should be visible. If it is not, click on “Generate Token”.

• Copy the Subdomain and Token and paste into the mandatory fields in the Zendesk app. Please treat the token as a password - do not share it, and please regenerate it if it is ever exposed.

• Follow the remaining prompts to complete the installation.

Once installed, Lessonly can be accessed from the main Zendesk navigation.

The Zendesk user will be automatically signed into Lessonly based on the associated email address. If the email address is not present in Lessonly, a new user will be created.