Qualio's ZenDesk integration allows you to connect your customer data with Qualio Events.
30-Day Validation Features: One or more of the features here are part of the November 2024 Launch Train and currently only available in your sandbox instance during the validation period. They will be released to all production instances on December 12, 2024, based on plan eligibility. Learn More
Benefits of Integrating with Zendesk
Centralize Customer Communication: Access and manage Zendesk data directly within Qualio.
Enhanced Traceability: Link customer interactions to complaints, feedback, and other quality events for improved visibility and audit trails.
Streamlined Workflows: Automate actions based on Zendesk activities, such as creating Qualio events or updating records.
Improved Customer Insights: Gain a deeper understanding of customer needs and pain points by incorporating support data into your quality management system.
IMPORTANT: The following steps may require authentication and approval from your Zendesk administrator in order to successfully set up and configure the connection. Please speak with your administrator if you have any questions.
Creating a Service User Account (Recommended)
Before connecting, we recommend creating a dedicated service user account in Zendesk for the integration. This helps:
Avoid Disruptions: Prevent integration issues if a personal account used for authorization becomes inactive (e.g., due to an employee leaving the company).
Control Access: Ensure that only the intended data is accessible within Qualio by granting the service user appropriate permissions in Zendesk.
Setting Up the Zendesk Integration
Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.
Connect to Zendesk: Click the "Connect" button for ZenDesk.
Insert the Subdomain for your Zendesk account.
Creating Automated Workflows
Once you've set up the Zendesk integration, you can automate workflows within Qualio.
Learn more: Create Workflows with Integrations