Zendesk integration

Zendesk is a ticketing platform that helps you improve relationships with customers and provide them with a seamless experience of ticketing and chat personal suit. 

Now, with our new integration, you can connect your support team to your product, engineering and sales teams and streamline valuable user requests to your entire company.

 

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below: 
 
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Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Zendesk": 
 
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Step 2 

Once you click on the Zendesk integration banner you will see all the recipes we offer in terms of integration between both platforms, we focused on making monday.com as a hub for all different types of tickets (it can be product feedback/sales/bugs/leads) and offering as well the ability to generate answers from monday.com itself via Zendesk ticket.

 

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Step 3

Once you click on one of the recipes the Zendesk integration banner you will be asked to enter your Zendesk subdomain account name : 

 

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If you arent familiar with account subdomain, it can be found  on the admin section of Zendesk under "settings"- "account" : 

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So how does it work?

To understand better how this integration works, let's dive into an easy example: when a ticket is submitted, it will create a pulse in this group. 

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A. Choose your parameter- For example, we want the parameter to be any ticket "subject or body" including the value "client no 1".

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B. Choose your action- For example, our action here will be to create a new pulse in the group "new clients". 

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Now when a ticket containing the value "client no 1" in its title or body will be submitted, it will create a pulse in the group "new clients". 

Note: Want to check out more use cases for the Zendesk integration? check it out here- monday.com-Zendesk use cases

 

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly! 

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at support@monday.com