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CRM Integration - Zendesk

  • Updated

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

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3. Configure your CRM as shown below

CRM type: Zendesk

API URL: https://[*yourcompany*].zendesk.com/api/v2

Page URL: https://[*yourcompany*].zendesk.com

 

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4. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM

 

5. Enable CRM integration. Enable the options you prefer. Finally, enter the email and password for your Zendesk account