How to integrate Zendesk account with SalesIQ?
Before you start exploring, you need to link your Zoho SalesIQ with your Zendesk account.
If you don’t yet have a Zoho SalesIQ account, you can learn how to create a new Zoho SalesIQ here.
Note:
To use Zoho SalesIQ integrated with Zendesk, you will need to be a customer of the Enterprise/Professional/Basic plans of Zoho SalesIQ and have a Zendesk account. You can also try this feature during your 14 days free trial.
If you have active accounts for both Zendesk and Zoho SalesIQ (in the Professional/Enterprise/Basic Edition), you can continue with the instructions below to link up your Zoho SalesIQ to your Support account.
Connecting your Zoho SalesIQ account to a Zendesk account
Before we can start exploring how the Zendesk integration with your Zoho SalesIQ can improve your entire customer-support operation, we need to set up your Zoho SalesIQ to work together with your customer Desk database inside Zendesk.
Linking Zoho SalesIQ and Zendesk Account
To make things as simple as possible for you, we recommend having a current administrator for the Zendesk account you are linking to your Zoho SalesIQ turn on the integration inside Zoho SalesIQ.
With access to your Zoho SalesIQ, a Zendesk administrator can follow the steps below to implement the integration.
How to link a Zoho SalesIQ account to a Zendesk account?
- Login to Zoho SalesIQ.
- Click Settings. In the Integration -> Other Applications section, click "Zendesk."
- Then, Enter the Zendesk Subdomain/company name and click “Enable Zendesk Integration” button.
- You will be directed to the Zendesk login page, enter the Zendesk Username and Password, click Login.
- Your Zendesk account will be automatically linked with Zoho SalesIQ.
- To change the Zendesk account details that your Zoho SalesIQ is linked to (as the admin of the desired Zendesk account), click "Change" button.
- Enter the new Sub-domain/Company Name in the text box and click "Change."
- Enter your new Login credentials and click "Sign in."
