Setup
Click Enable on the Connections page and authorize with your Zendesk account.Capabilities
- Ticket management — Create, update, resolve, and escalate support tickets across your queue.
- Customer lookup — Find and search customer profiles to pull the context an agent needs while handling a ticket.
- Ticket routing and triage — Assign tickets to agents, set priorities, and apply tags based on content or customer attributes.
- Comments and internal notes — Post public replies or internal notes on existing tickets, and read the full conversation history to understand what was already said.
- Organization lookup — Retrieve or search organizations to understand which company a requester belongs to and pull company-level context.
- Group and field discovery — List the groups used for ticket routing and assignment, and discover the custom ticket fields configured in your account so agents can read and set the right values.
- Tag management — Add or remove individual tags on a ticket without overwriting its existing tag set.
- Support data retrieval — Search tickets, count search matches to gauge volume before paging through results, pull activity history, and access resolution details for reporting or downstream workflows.
Key Benefits
- Automated ticket creation — generate tickets from workflow events without manual entry, keeping your queue current in real time.
- Consistent triage — route and categorize incoming requests the same way every time, reducing human error.
- Always up-to-date records — keep ticket status, context, and notes current as workflows progress across tools.
- Reduced manual work — free your support team from routine data entry so they can focus on resolving issues.
- Cross-tool visibility — combine Zendesk data with other connections to drive notifications, escalations, and reporting.
Works Well With
Gmail
Monitor inbound support emails and automatically create or update Zendesk tickets from their content.
Microsoft Outlook
Monitor inbound support emails and automatically create or update Zendesk tickets from their content.
Slack
Post ticket updates, new request alerts, or escalation notifications to the right support channels.
Microsoft Teams
Post ticket updates, new request alerts, or escalation notifications to the right support channels.
Google Sheets
Export ticket data and resolution metrics for team reporting and trend analysis.
Microsoft Excel
Export ticket data and resolution metrics for team reporting and trend analysis.