Integration with Zendesk
This support article provides a detailed guide on how to seamlessly integrate CloudAgent with Zendesk CRM.
Pre-Requisites
- Customers must have a Zendesk account to login & configure the integration.
Installation of Cloud Agent app
- Login to the Zendesk account.
- Click on 'Settings' icon in the left navigation as shown below
- Click 'Go to Admin Center' in the settings page
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Select 'Apps and Integrations' in the Admin Center page
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Click on 'Marketplace' in the My Apps page as shown below
- Search for 'CloudAgent' in the marketplace and select the 'Cloudagent Call Center Integration' app
- Install the 'CloudAgent' app
- Post successful installation, the CloudAgent app will be visible on the top right side of the home page as shown below
- To customise the 'CloudAgent' app, click on the 'Private Apps' tab under 'My Apps'
- Select 'Upload Private App'
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Provide a name for the app
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Upload the zip file provided by Ozonetel and select 'Upload'
Updated 5 months ago