Integrate Zendesk with LeadsBridge

Intro

Zendesk is a customer service platform. It’s designed for companies that want to create customer relationships that are more meaningful, personal, and productive

In this article, you'll learn how to connect your LeadsBridge account with Zendesk.

Connect Zendesk integration

Before you start

Authorize Zendesk integration

Setup your Zendesk integration

1. Click on Connect Zendesk
2. Click on Create new integration to connect your Zendesk (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Zendesk integration
4. Click on Authorize and you will be prompted to the Zendesk authorization experience
5. Here you will need to provide the info required and grant access to LeadsBridge
6. Once done, you will be get back to LeadsBridge application
7. You can choose a name for this Zendesk and LeadsBridge integration (you can also edit it later)
8. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
9. Now that your Zendesk is connected, you can continue with the set-up of your bridge

Configuration details for Zendesk

Other Info

Subdomain (only the part before .zendesk)

Create As is used to choose the entity type (ticket or user)

Show "Segmentation" as is used to select the segmentation type (Organization, Tag, and View)

Which entity concepts we support for Zendesk

With LeadsBridge you may use these entity concepts for Zendesk.

1. User

   End-users are the users who request support, also known as your customers. They interact with Zendesk and submit tickets. Regardless of the channel your customers use to request support, each customer must have an account. An end-user's account contains both required and optional information. ( Learn more)

2. Ticket

   A support request from an end-user

Which segmentation concepts we support for Zendesk

With LeadsBridge you may use these segmentation concepts for Zendesk.

1. Tag

   In information systems, a tag is a keyword or term assigned to a piece of information (such as an Internet bookmark, digital image, database record, or computer file). This kind of metadata helps describe an item and allows it to be found again by browsing or searching. ( Learn more)

2. View

   Views are a way to organize your tickets by grouping them into lists based on certain criteria. ( Learn more)

3. Organization

   Organizations are collections of your users (both end-users and agents). ( Learn more)

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button