How to enable Zendesk Integration?
Last updated
Last updated
Automatically log inbound and outbound calls, record them, click to call inside Zendesk and reply to SMS from your tickets.
Call leads and contacts, with a single click and without leaving Zendesk
Automatically log inbound and outbound calls, voicemails and missed calls with all the details you need for reporting and monitoring your agents
Toky automatically syncs with Zendesk's phone records, so every time you receive a call you will know who is calling
To integrate Toky with Zendesk you must go to the integration settings panel, do the following:
Open the Toky Dashboard and click on Integrations
Click on Zendesk
In the right pane, you will see the steps to follow to enable the Zendesk integration with Toky. Enter the Zendesk subdomain.
Click on Connect and a new page will be opened
Click on Allow
Now Toky will start synchronizing data from Zendesk, this will take some time depending on the number of agents and contacts you have. But this will be only the first time. Toky will let you know when the process is complete.
Select which events Toky will log into Zendesk
Select how you want Toky to handle some particular events, like unknown callers, respond SMS directly from your tickets and more
Add unknown callers as leads: Create automatically a contact with caller's information in Zendesk when the number calling is not known.
Sync with my connected CRMs: If there's no information about a caller, Toky will pull it from a CRM that's already connected.
Respond to text messages directly within Zendesk's interface: You can respond SMS messages directly within Zendesk. It will be charged from your Toky Credit.
Add call events to an existing open ticket for the customer
Select the language that Toky will use to log the data in Zendesk
Toky will load your agents from Zendesk, you must match every agent with the corresponding Toky agent. Toky will use this information to log the data with the right agent.
Install the Chrome Extension to call your customers with a click inside Zendesk
Make sure, enabled is checked and click on Save Changes
Note:
The synchronization time will depend on the number of contacts you have in Zendesk
Every 10 minutes a synchronization process is performed for new contacts/leads
If a contact is recently added and a call is made to that contact, the call record will appear in the contact's profile at the next synchronization
Only Toky administrators have access to the Integration set up and Settings.
Although the initial configuration has to only be performed once, every agent needs the Chrome Extension to use click to call inside Zendesk. They can go to the Integrations page to install it, or go directly to this link.
