With Zendesk integration you can connect your Chatfuel automation to your Zendesk account. This lets you automatically sync data between the two sites.
What can it do?
When something happens in Chatfuel, there are 2 main actions you can sync to Zendesk:
1. Create a new contact.
2. Create a new ticket.
Use case examples
Create a Zendesk lead when:
- A contact shows interest in your products in Chatfuel
- A contact leaves their contact info in your Chatfuel automation
- A contact asks about pricing or scheduling a sales call in Chatfuel
Create a new Zendesk ticket when:
- A customer has a support question or request in your Chatfuel automation
- A lead is generated in Chatfuel and needs follow-up from support
- A contact requests a call or meeting in Chatfuel
Connecting your Zendesk account
Overview
To connect Zendesk, you'll need to: 1. Install Zendesk integration. 2. Grant access to your Zendesk account.
How to connect Zendesk
Follow the step-by-step guide below.
1. Open
Settings
➜ Integrations
in your Chatfuel Panel.2. Find Zendesk in the list and click
Install
.
3. Select which scenarios you are going to use and click
Continue
.If you don't know which scenarios you need, choose all. You'll be able to edit available scenarios later.
4. Click
Grant access
under the Zendesk icon. Then Continue
➜ Grant access
again.5. Add a name and a domain, then click
Continue
.
6. Click
Grant access
to allow Zendesk integration with Chatfuel.7. Allow access to Zendesk.
8. Click
Continue
.9. Click
Let's go!
to complete the connection.Turning on Zendesk
To turn on your Zendesk integration, please follow these steps.
1. Open
Settings
➜ Integrations
in your Chatfuel Panel.2. Go to
My installations
.3. Click the gear icon to open settings.
4. Turn on scenarios you need. They might take some time to load. We recommend turning on all scenarios.
✔ Done. Your Zendesk integration is now active.
Using Zendesk integration
Now, you are ready to use Zendesk in your Flows.
1. Open Flows and click
Create new
to create a new flow.2. Right click (RMB) anywhere on the canvas to open the menu.
Or, you can the menu on the canvas right.
3. Choose
Integrations
➜ Zendesk
.4. Click on the Zendesk card to open its settings.
5. Add desired settings. For example, you can use the following properties:
{{phone}} for phone number
{{first name}} for customer name
{{email}} for email address