The Zendesk Integration allows for the following features:
- Automatic Call Logging: All calls are automatically time and date stamped within the customer lead. A recording of the discussion is available for automatic posting within the lead as well.
- Call Popup: When a client calls in, the customer lead will automatically populate.
1. Login to the web portal at sip.alinephonesystems.com with an admin account
Note: Zendesk API Password Access needs to be enabled in Settings -> API.
2. Navigate to CRM -> Integration
3. Configure your CRM as shown below
CRM type: Zendesk
API URL: https://[*yourcompany*].zendesk.com/api/v2
Page URL: https://[*yourcompany*].zendesk.com
4. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM