Run a smooth help desk through the AnswerForce and Zendesk integration. Automatically export call and live chat messages into a centralized helpdesk.
This way, your employees can better prioritize and follow up with customer tasks.
How does AnswerForce integrate with Zendesk?
Log into the AnswerForce app. Select Manage Account. Then click Advanced Settings.
From here, click Integrations. Then select ‘Zendesk’.
This screen will appear. Click the blue ‘Integrate’ button.
Next, you’ll see a trigger selection. Set your preference, then click ‘Continue’.
A pop-up will appear. Enter your Zendesk username and password. Then click ‘Continue’ for AnswerForce.
Click on ‘+connect’ to connect your Zendesk account.
Set up an action.
Select the target list in Zendesk where contacts will be exported. Map the AnswerForce fields to the corresponding Zendesk attributes and click ‘Continue’.
Test the integration by clicking ‘Test’.
When the test is successful, you’ll see the message ‘Test Success’. To complete the process, click ‘Finish’.