Zendesk Integration in Dash SaaS

Introduction

Experience seamless efficiency and enhanced collaboration with Zendesk’s two-way sync feature, empowering support teams to respond in real time and streamline workflows. With WorkDo Dash, clients can create tickets effortlessly, while admins can manage and organize support requests efficiently. Sync valuable information seamlessly from Zendesk to organize and manage your knowledge base with ease. Zendesk’s smart ticket management ensures optimal customer support, enhancing satisfaction through effective issue resolution.

Workflow

Installation

Step 1: Super Admin Access:

First, the super admin must add the Zendesk add-on by going through a few procedures.

• Scroll to “add-on manager” after logging in to the super admin side.
• To include the Add-On, click the “+” (Module Setup) button.
• You will see a box where you must attach the ZIP file for the “Zendesk Add-On.”
• You must enable the module once the setup procedure is finished for the remaining customers to purchase this add-on.

Step 2: Company Login Access:

After the super admin enables the Zendesk add-on, the admins can purchase the add-on and have access to the Zendesk add-on by following the steps mentioned below.

• So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Zendesk add-on and purchase it.

Step 3: How to use the Zendesk Add-on.

• After purchasing the add-on, navigate to the system settings and find out Zendesk the Zendesk Settings.
• After finding it out, you will have to add the required credentials like the subdomain key, access token key, email ID, and password.
• Follow this link to generate the subdomain key and Access Token: Zendesk API
• After adding the credentials, you will be able to synchronize your support tickets with Zendesk.
• To synchronize Zendesk with your support tickets, navigate to the support ticket module, where you’ll find three places for synchronization.
• Firstly, on the ticket page, simply click the Zendesk button at the top to initiate synchronization.
• Secondly, on the knowledge base page, you can synchronize by clicking the Zendesk button provided.
• Lastly, on the system setup page within the knowledge base category, click the Zendesk button to synchronize your tickets seamlessly.