Zendesk integration Configurations

Now your Zoho SalesIQ is hooked up to your Zendesk account, it is time to configure the integration to best fit your team’s specific needs. Read below to explore the options you have for configuring the integration.

 Which Chats to Automatically Create Requests For?

The first configuration you can make is deciding which chats from Zoho SalesIQ you want to be automatically created as requests inside Zendesk. You can choose either All Visitors, Attended (visitors), Missed (visitors), or None. Whichever you choose, the system will create requests inside Zendesk for all chats that fit your defined configuration.

To configure visitors chats as automated requests inside Zendesk

1. In Zoho SalesIQ, click Settings.
2. In the Integration section, click Zendesk. The Zendesk integrations page appears, select the type of chat which you would like to automate in the Zendesk configuration sub-section. All Visitors, Attended, Missed, None.

All Visitors– Converts all the visitors chats into Zendesk request.

Attended– Converts only those chats attended in Zoho SalesIQ to Zendesk requests.

Missed– Converts only missed chats to requests.

None– Converts no chats into Zendesk requests. But, your agents can manually convert chats to Zendesk​ requests based on their personal judgement.