📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
What is Zendesk and What Does It Offer?
Zendesk is a customer support and service tool that allows you to centralise all your support requests, provide assistance, and track each conversation efficiently.
Thanks to this integration, you can manage all customer issues directly in Sage Sales Management. From the company record, you will have access to the full interaction history, helping you prioritise and resolve requests more effectively. This enables faster and more organised communication with customers, enhancing their service experience.
How to Integrate Zendesk?
Only the account administrator can configure this integration. To set it up, follow these steps:
Go to your profile in Sage Sales Management.
Navigate to "Third-party integrations" and select "Zendesk."
Enter your Zendesk domain to authorise the integration.
A window will automatically open with the Zendesk login page.
💡 Note: If you are already logged into Zendesk, the integration will use the current session automatically. To ensure it links to the correct account, log out and sign in with the administrator credentials before starting the process.
Managing the Integration
Once the integration is set up, you can:
Monitor its status and check if updates are being processed correctly.
Disable the integration at any time. Please note that if you do so, all information imported from Zendesk will be removed from Sage Sales Management.
Access the "Matches" tab to review what percentage of Zendesk tickets match a company or contact in Sage Sales Management. You can also see the 100 most recent unmatched tickets, allowing you to review any potentially unassigned issues.
How Does the Zendesk Integration Work?
Once the integration is enabled, a new "Zendesk" widget will be added to each company record. This widget will allow you to view all open or pending tickets that the support team is handling for that company.
The ticket list will display key details such as:
Ticket status
ID
Subject
Requester
Last update date
Additionally, you can click on each ticket to view its full details and access a direct link to Zendesk, where you can fully manage and resolve customer issues.