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Integration with Zendesk Sell

This guide explains how to integrate CloudAgent with Zendesk Sell, enabling seamless calling workflows and automatic call log generation for your team.

App Installation Steps

  1. Log in to your Zendesk account.

  2. Go to the Sales page.


  3. Navigate to: Settings → Integrations → Apps.


  4. Click on Upload Private App.

  5. Upload the App:

    1. Provide a name for the app.

    2. Upload the .zip file from Ozonetel. (Access the file here)

    3. Click Upload to proceed.


  6. Configure App Settings:


    1. Set the App Title.

    2. Enter the CloudAgent Toolbar URL.

    3. Choose the call types for which Zendesk logs should be created (e.g., all inbound, manual calls).

    4. Specify the toolbar height and width for proper display.


  7. After configuration, the CloudAgent icon will appear in the top menu bar.


  8. Agents can now log in to the CloudAgent toolbar within Zendesk Sell and start making or receiving calls.

  9. All call logs will be available on the Reports page for tracking and analysis.

Also, watch the video for a quick walkthrough of the same.

Updated 1 day ago