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Configure Zendesk connection - https://learn.azuqua.com/zendesk
The following guidelines are provided to help you proceed with purchase and implementing this App:
Note: Installation on a Zendesk sandbox is very similar, although billing details will not be collected as the App is provided free of charge.
- After completing the Zendesk App Marketplace purchase, which includes a Free 30 day trial, we recommend that you accept the native app configuration settings defaults. Use the Inline Manual provided with the CloudSET Framework to learn more about the settings available.
- Select the the CloudSET Conditionality icon on the left-hand navigation highlighted by Zendesk tool tip. This will expose an embed CloudSET Framework, which will start Zendesk secure OAuth authentication, based on the currently logged in admin user.
- This authentication can be revoked at any time by that admin user using user account security settings. This is needed to enable the configuration tool to read and write app configuration data to the Conditionality App installed on Zendesk.
- Once completed, a billing details screen will be presented to capture invoicing address details. Invoice history and records can be thereafter accessed and downloaded.
- Navigate the CloudSET Framework navigation to the Conditionality configuration to start to build and apply conditionality extended business logic. This can be tested using the simulator before saving the configuration which implements the desired behaviour.
- Integration with the Zendesk Help Center can be achieved by navigating to the CloudSET Framework Help Center section, where a one-time deployment snippet code generator is provided with detailed install instructions. Where a SSL mapped domains(s) and branding is in place, a tool is provided to let us map these into CloudSET.
- If Zendesk security Restricted IP has been set-up, details of can be obtained from the CloudSET Framework Zendesk(s) tab, together with Forget Token method to support changing admin user account.
Note: If other CloudSET App are subsequently purchased, neither the OAuth Authentication, billing, nor Help Center integration steps are required as these a centrally managed with the one CloudSET Account which is automatically created on the first app purchase and install.
Setup
Install Zoom for Zendesk in four steps
Step 1: Get the API token from Zendesk
Get the Zendesk API Token from your Zendesk Admin page. Enable the token and add an active token.
Step 2: Enable Zendesk in Zoom
Login to your Zoom account. From the integrations page, click the configure link for Zendesk.
Set your subdomain, Zendesk admin email, and Zendesk API token.
Zoom validates these parameters with Zendesk; if the values are incorrect, you will get the following error message: Zendesk setting is invalid.
Step 3: Get API Key and Secret from Zoom
Log into your Zoom account as an admin at https://zoom.us/developer/api/credential and copy the API Key and API Secret.
Step 4: Install the Zoom app for Zendesk
Sign into Zendesk as an admin. Go to the Marketplace and search for Zoom.
Install the Zoom for Zendesk app, and enter the Zoom API Key and Secret during installation.
Using the App
Start an instant meeting
When viewing a ticket, click on the Apps button to show the Zoom meeting options in the sidebar.
Click on the Start a Meeting button to launch an instant Zoom meeting. The Zendesk app will add a message to the conversation, as a public reply, that includes a link to the Zoom meeting. The agent can annotate this message before submitting it.
Once the message is posted in the conversation, the customer can click the link to join the Zoom meeting.
Schedule a meeting
Click on the Schedule a Meeting button to launch the Zoom meeting schedule dialog.
The dialog auto-fills the Topic field with the ticket title. Assignee When is the current date/time, in the assignee’s time zone. Requester When is the corresponding date/time in the Requester’s time zone.
Click Save to schedule the meeting and post a summary message containing the join URL to the conversation as a public reply. Annotate the message before Submitting the reply.
Meeting Ended
After the meeting ends, the agent will receive a private conversation entry, with the meeting summary, including: meeting topic, start time, end time, duration in minutes, and list of participants.
Meeting Recording
If more than one person attends the meeting, and if one or more recordings are created during the meeting, then when the meeting ends, the Zoom app will send a notification to the Zendesk conversation that includes URLs to the recording links.
By clicking on the recording links, you can watch the recording online or download it without signing into Zoom.
- After installation, click the setup button that appears inside the Shopify app.
- You will be redirected to the Zendesk app in Shopify marketplace.
- Click get to install the Zendesk app.
- Open the Zendesk app in Shopify and click ""I have an account"".
- Enter your Zendesk Support subdomain and click next
- Click allow to provide the integration access privilege to your Zendesk Support account.
- The integration will automatically setup the Shopify app in Zendesk Support and web widget inside your Shopify storefront.
The JIRA integration makes it easier for support and engineering teams to collaborate.
Support Versions
This version supports Atlassian JIRA Cloud and JIRA Server 7.0 and above. If you are using JIRA 6.x, use this version instead
Getting Started
This App will be automatically installed and configured when installing the Zendesk Support add-on on JIRA. You are not required to manually install it.
You must have administrator permissions in both JIRA and Zendesk Support to set up the integration. When using JIRA Server, we recommend creating a dedicated user for the integration.The complete installation instructions can be found in here.
- In JIRA, select Add-ons from the Administration menu in the upper-right corner of the page.
- Search for the add-on 'Zendesk for JIRA' in the Atlassian Marketplace and then click Install on the right side.
- After installing the add-on, return to the Administration page and select Add-ons > Manage add-ons > Zendesk for JIRA.
- Click Configure, enter your Zendesk Support subdomain, and click Authenticate with Zendesk.
- Select the ticket details that you want to display in linked JIRA issues.
- Click Complete Set-up and Install App. After confirming that you want to proceed with the installation, the add-on installs an app in Zendesk to support the integration.
That's it. Your teams can start collaborating using Zendesk Support and JIRA. To find out how, see Using the JIRA integration. You can also read complete installation instructions here: Using the JIRA integration.
CLICK INSTALL TO GET STARTED
After that... Open "Apps" in a ticket to complete the setup.
Email: [email protected] | Call: 800-369-TYME (8963)
For full setup instructions, please visit https://support.getbase.com/hc/en-us/articles/211949263-Zendesk-Integration
One-time installation requirements for each new agent PC:
- Search for the Five9 Plus Adapter for Zendesk in the Zendesk Marketplace and install.
- 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:
- Log into Zendesk.
- Click on the phone app in the upper right corner of the screen.
- If SSO is enabled, then NO login is required.
- 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)
Installation
Grab you API key from Pipedrive - Follow this guide from Pipedrive: How to find your personal API key
- Insert your API key in the field marked API token
- Enter the org custom field names in the next text field - One field name pr. line. You can find the field names here: https://
<yoursubdomain>.pipedrive.com/settings/table_column/edit/org - Enter the people custom field names in the last text field - One field name pr. line. You can find the field names here: https://
<yoursubdomain>.pipedrive.com/settings/table_column/edit/people
Click Save settings and you are good to go!
“At Slack, our Support team has grown 17x in the past 24 months. Zendesk Apps have helped us seamlessly integrate our tools to help us keep up with that growth. The pre-built integrations provide more context to every customer interaction, so our team never has to leave Zendesk.”
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