Zendesk

Zendesk is a leading customer service software which provides customer communications via multiple channels like text, mobile, phone, email, live chat, social media.

Ringotel has out-of-the-box integration with Zendesk. The integration provides the following features:

✅ Identifies contacts on incoming / outgoing call

✅ Automatically creates a ticket on incoming or outgoing call with pre-populated information about a call

✅ Provides link to a ticket from the Ringotel app

✅ Creates contacts in CRM from the Ringotel mobile or desktop app interface

✅ Imports contacts from the CRM into the Contact lists of the Ringotel users

Set up integration in Ringotel

Navigate to your organization → Integrations tab. Click Set up Integration button on the Zendesk panel and enter your Zendesk domain.

Open

Switch the Enable slider and check the permission options that you would like to enable for this integration. With Write or Delete option users will be able to create or delete CRM entities via the Ringotel app interface.

Click Save Changes. You will then be redirected to the CRM webpage for authentication.

After the successful authentication, accept requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalize the integration.

In the Ringotel Shell portal, map your Zendesk and Ringotel users. Users with the same email address in both systems will be mapped automatically.

Open

Click Save changes. Now the integration should be configured for the mapped users.

Import CRM contacts into Ringotel (optional)

The integration provides automatic contacts identification on incoming/outgoing calls. Additionally, you can import existing CRM contacts into contact lists of the Ringotel users.

Navigate to your Organisation -> Contacts, then click Import button.

Switch to the Zendesk tab which should appear if the integration is successfully configured.

Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. It may take some time to finish, depending on the number of contacts in your CRM. You may close the window as the process will be finished on the background.