Zendesk: Managing support requests in amoCRM
With Zendesk, you can manage your customer support requests with ease. Receive queries through email, phone, and even Twitter. Support tickets made in Zendesk are visible in amoCRM, so your team always knows if there is an issue they should be aware of. That way, you’re always ready to help your clients.
Do note: if you don’t have a Zendesk account yet, you can get started by reading this Zendesk article.
How to connect Zendesk to amoCRM
Integrating Zendesk with amoCRM is made in two sequences.
First sequence: you need to add amoCRM app to your Zendesk account. To do that, follow these steps:
- Login to your zendesk.com account and go to the Admin panel
Under Apps marketplace, find amoCRM in the Zendesk app directory
Select your account and click the Install button
- Select the title for the app
- Enter your amoCRM account domain’s full address. Example: https://yourcompany.amocrm.com
- Enter your login email used for this amoCRM account
Enter your amoCRM account API hash(key). You can find it by going to your amoCRM account, clicking on your profile picture (top left corner of your screen), and clicking Profile.
- Click Install
After that’s done, you have successfully installed amoCRM app. Time to integrate Zendesk on amoCRM’s end.
Second sequence: now you need to integrate Zendesk within your amoCRM account. Follow these steps to do it:
- Proceed to your amoCRM account the to Settings section and click Integrations
Under Website integration subcategory, select Zendesk
Create your Zendesk API key. To create an API token, proceed to your Zendesk Admin panel, and select API under the Channels category. Enable Token access and create an API token by pressing the + button.
- Copy and paste the token to the API key field in amoCRM’s Zendesk integration window
- Enter the email address you use to login to your Zendesk account
Enter just your Zendesk account subdomain. Example: use “yourcompany” from www.yourcompany.zendesk.com in your web address line.
- Click the Install button
And with that, the integration is complete. You will see the Installed icon next to the Uninstall button.
In case you can’t integrate Zendesk with amoCRM and see the Disconnected button, make sure you’ve entered the API key, domain name and your email address properly. If the problem persists, please contact us at firstname.lastname@example.org.
How to use it
The integration’s functionality helps your team to attach tickets to leads and track them within the CRM’s interface. The ticket is associated with the email address of the contact attached to the lead.
To interact with the widget, open any lead card on your amoCRM account and click on the Zendesk icon in the top right corner.
If there is no ticket yet, you can create it manually by pressing Create new ticket. Pressing this link will take you straight to Zendesk’s ticket creation.
If there is a ticket(s) associated with this contact, you will see it in the widget in a list form. The interface shows the date of the ticket creation, current status and the ticket number, as well as the link to it.
Not a user yet? Visit our tour page or contact us for a demo.