It allows you to view and create Zendesk tickets right from the Leads, Contacts, and Companies of your Bitrix24 account without switching between the apps.
Installation
Find the app in the Market section of your Bitrix24 account:
Click Install:
After you read and accept the Terms and Conditions, click install once more:
Finish the installation process:
When you're offered to Log in, it means the app is now successfully installed:
Click Install:
After you read and accept the Terms and Conditions, click install once more:
Finish the installation process:
When you're offered to Log in, it means the app is now successfully installed:
Go ahead, and you'll be all set 🙂
Setup
The Subdomain can be easily found in the URL address bar when inside your Zendesk account:
Your User name is an email that you normally use when logging into your Zendesk account.
Generate the API key in the admin panel of your Zendesk account:
Connect when ready:
And get a confirmation of successfully connecting. 🙂
Generate the API key in the admin panel of your Zendesk account:
Viewing tickets
Click on the Zendesk Tickets tab in the CRM slider panel to open the list:
Zendesk tickets created from Bitrix show as new activities in the CRM timeline.
Creating tickets
After successfully connecting the app, any user with access to Leads, Contacts, and Companies in Bitrix24 CRM can create Zendesk tickets. There must be at least one email in the CRM record to be able to create tickets.
There are two ways of creating the tickets from the Bitrix24 interface:
1. Using the Create Ticket button from the Zendesk Tickets tab:
