Ringotel has out-of-the-box integration with Zendesk. The integration provides the following features:
✅ Identifies contacts on incoming / outgoing call.
✅ Automatically creates a ticket on incoming or outgoing call with pre-populated information about a call.
✅ Provides link to a ticket from the Ringotel app.
✅ Creates contacts in CRM from the Ringotel mobile or desktop app interface.
✅ Imports contacts from the CRM into the Contact lists of the Ringotel users.
Set up integration in Ringotel
Navigate to your organization → Integrations tab. Click Set up Integration button on the Zendesk panel and enter your Zendesk domain.
Click Save & Continue. You will then be redirected to the CRM webpage for authentication.
After the successful authentication, accept requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel admin portal to finalise the integration.
In the Ringotel admin portal, map your Zendesk and Ringotel users. Users with the same email address in both systems will be mapped automatically.
Click Save changes. Now the integration should be configured for the mapped users.
Note:
Already logged in users will need to log out from their softphone app and login back again to apply changes.