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CRM Info

Zendesk

Enhance your customer support by linking your telephone devices to your Zendesk data

Enhance your work with Zendesk by linking it to your telephone, delivered in a straightforward and cost-effective way.

Integration simplifies common tasks including the following features:

  1. Click-To-Dial: make calls straight from Zendesk by clicking on the hyperlinked telephone numbers.
  2. Address Book: Search and dial from your Zendesk contacts using a simple Address Book tool even when Zendesk is open.
  3. Contact Popping: Go straight to the caller's record in Zendesk with a single click while on a call with them (or from the Call History window).
  4. Automatic or manual call logging: Create activity records in Zendesk.
  5. Add Contact: Easily create new accounts, contacts or leads while on a call with them.

In addition to Integration with Zendesk many other useful features are included.

  1. Call History (and missed calls)
  2. Integration with Outlook and Google Contacts (requires Plus license)
  3. Can works with multiple Zendesk datasets simultaneously. (requires Plus license)

Would you like help getting started? No problem. Visit our web site (www.callsights.com) or email us at help@callsights.com.

Requirements

  1. A working telephone installation

Notes

We would advise that phone numbers are stored within Zendesk without punctuation. The Zendesk API has limits (requests per minute) which is dependent upon the Edition of Zendesk. Therefore, on high usage sites it is recommended that the Zendesk add-in is configured to use �Cache'. Support for 2 factor authentication by token authorisation. OAuth authentication not supported. If Call activity logging is available and enabled, both automatic and manual call activity logging will generate a new ticket within Zendesk assigned to the User/Customer and Agent's profile.

Integration Features

Activity LoggingClick to dialAddress BookAdd contacts
Trial

Feature Key

Activity Logging

Add Contact

Caller Preview

Click-To-Dial

Contact Popping

Screen Popping

Caller Preview

Screen Popping

Contact Popping

Address Book

Contact Searching

Activity Logging

Activity Logging

Click to dial

Click-To-Dial

Add contacts

Add Contact