Zendesk definitely knows that “the main point of business is relationships” and they can be complicated. It’s hard to avoid bags in a developing product, the question is how fast do you manage them. Your customer complain about some problem? Sent it to Zendesk right from the chat with the help of our integration.
You can create a ticket from the conversation by typing the slash-command /zendesk and then the text of the problem (the ticket won’t be created without the text). We will automatically add the link on this customer and the conversation in which the ticket was created, so you will have a possibility to return to it.
There’re some pitch points on which we want to pay attention. You’ll need to make some actions on our and Zendesk websites.
1. In your Zendesk go to the "Administrator" section > "Channels" > "API”.
2. Turn the option "Access by token" on and add the new token.
Be careful: new token is shown entirely only once - when creating. Copy the token (if you’ve missed it, just delete and create a new one).
Go back to Carrrot, enter your Zendesk address (without http), user email and paste the token into the corresponding field. Don’t forget to save the integration!
Now in every conversation, you have an ability to create tickets with the help of slash command - enter the command /zendesk and the ticket text after it. The link to the lead from the conversation will be automatically added to the ticket text.
Manage the problems faster and more effectively!