Integration with Zendesk

This support article provides a detailed guide on how to seamlessly integrate CloudAgent with Zendesk CRM.

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Pre-Requisites

  • Customers must have a Zendesk account to login & configure the integration.

Installation of Cloud Agent app

  1. Login to the Zendesk account.
  2. Click on 'Settings' icon in the left navigation as shown below
  1. Click 'Go to Admin Center' in the settings page

  1. Select 'Apps and Integrations' in the Admin Center page

  2. Click on 'Marketplace' in the My Apps page as shown below

  1. Search for 'CloudAgent' in the marketplace and select the 'Cloudagent Call Center Integration' app
  1. Install the 'CloudAgent' app
  2. Post successful installation, the CloudAgent app will be visible on the top right side of the home page as shown below
  1. To customise the 'CloudAgent' app, click on the 'Private Apps' tab under 'My Apps'
    1. Select 'Upload Private App'

  1. Provide a name for the app

  2. Upload the zip file provided by Ozonetel and select 'Upload'

Updated 5 months ago