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Configuring Zendesk

Our Zendesk integration allow your transferred interactions to be sent to your zendesk installation as tickets. Additionaly if you are using Tickets web forms it allows to map our transfer targets with you web forms and map our transfer custom fields with your zendesk custom fields.

Prerequisites

You must have a working Zendesk installation with admin rights.

Connect Guuru to Zendesk

The steps below will connect Guuru to Zendesk and activate the integration.

  1. Open the Partner Portal and navigate to Settings > Integrations.

  2. Under Zendesk you need to set your Zendesk Subdomain.

Check this article if you need help to find your subdomain.

  1. Click Authorize.

Transfer Targets/Web Forms Mapping

To map some Transfer Target with some of your zendesk web form, you just need to set the corresponding Form id in the Transfer Target settings. All transferred conversations to the configured target will create a new ticket in your zendesk installation with the form id set.

Check this article if you need help to find your web form id

Transfer Custom Fields/Zendesk Custom Fields Mapping

To map some Transfer Custom Field with some of your zendesk custom fields, you just need to set the corresponding Custom Field id in the Custom Field settings.

Check this article if you need help to find your custom fields ids.

Troubleshooting

If you need help or you are experiencing some problems setting up the integration, please get in touch with our support.

← SalesforceMicrosoft →
  • Prerequisites
  • Connect Guuru to Zendesk
  • Transfer Targets/Web Forms Mapping
  • Transfer Custom Fields/Zendesk Custom Fields Mapping
  • Troubleshooting
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