Users of the popular Zendesk customer service platform will love the ability to work in WP-CRM System and keep tabs on their customer's Zendesk tickets.
Using the Zendesk Connect extension, you can view tickets created by each of your contacts in the main dashboard of your CRM. Zendesk will send you an up-to-date record of available tickets from each contact so you can see what issues they may have had in the past, or find ways you can help improve your product or service for them in the future. This is the main goal of a CRM. Zendesk simply makes it easier and more accurate.
One of the ways you can benefit from a Zendesk CRM extension is with data integration. If a customer's ticket includes information that would be useful in a WP-CRM System Task, Project, or Opportunity, you can easily create a new record with just one click. Your contact's ticket will automatically become a record that you can then assign to one of your team members, set due dates, and stay on task.
In short, a Zendesk CRM extension for WordPress increases the level of customer support you can provide through actionable data.
- Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.
- WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).
- A Zendesk account on one of the following plans or their legacy equivalent:
- A Zendesk App Key, which can be created by one of your Zendesk administrators by visiting Admin -> Channels -> API
WP-CRM System Zendesk Connect is not created by, affiliated with, or supported by Zendesk.