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How to connect ChartMogul with ZenDesk
ChartMogul / ZenDesk
Documentation

Connect ChartMogul to ZenDesk with LeadsBridge

ChartMogul » ZenDesk

In this article, you'll learn how to set up the bridge and connect ChartMogul to ZenDesk using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ChartMogul source

  1. Type in the name you'd like to call your integration
  2. Enter Secret Key and API Token to connect your ChartMogul with LeadsBridge
  3. Find your Account Token and Secret Key in the ChartMogul API Admin page. Click the gear icon that's present in the bottom left of your account. There you will see the API tab with the Account Token and Secret Key. ( OPEN LINK)
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your ZenDesk destination

  1. Type in the integration's name in the dedicated field
  2. Enter Sub Domain to connect ZenDesk with LeadsBridge
  3. Subdomain (only the part before .zendesk)
  4. Create As is used to choose the entity type (ticket or user)
  5. Show "Segmentation" as is used to select the segmentation type (Organization, Tag, and View)
  6. Select the segmentation concept you'd like to use from the dropdown
  7. Click on the Authorize button
  8. Login to the account you'd like to use
  9. Allow LeadsBridge to access your ZenDesk information
  10. You'll see the blue info success message at the top right of your screen
  11. Click on the Next button
  12. You'll now be able to select the destination segment to send your leads to
  13. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  14. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from ChartMogul to ZenDesk with LeadsBridge, do not hesitate to contact our Support!