Zendesk is a customer service platform that empowers organizations to improve customer engagement and better understand their customers.
Salesforce is available as a Marketplace integration. The integration lets you easily create and update Zendesk tickets from within Persona.
A common way to use this integration is to create a Zendesk ticket automatically via a Workflow.
To use this integration, you must have a Zendesk instance.
The Zendesk integration authenticates using OAuth.
Before you begin
- Sign in to Slack in the web browser you’re using.
To set up the Slack integration:
In the dashboard, select Marketplace in the navigation sidebar.
On the Marketplace page, select the Explore tab.
- This may be the default page.
In the list of integrations, select Zendesk.
In the upper corner, click + Add Connection.
- In the permissions modal, click Allow.
You’ll see the new connection on the Zendesk page.
Using the integration
Once the integration is set up, you can trigger the following Zendesk actions inside your Workflows. Note: If there are multiple options for these actions, choose the one with "OAuth" in the name.
- Create Zendesk Ticket
- Update Zendesk Ticket