Integrations link Zendesk to external applications, allowing them to share information and features. The Zendesk Suite provides a lot of functionality, but not everyone has the same requirements or uses Zendesk the same way.
You’ve invested in Zendesk and your other applications, so an integration combines their value. For example, you might want to:
- Create tickets from a Slack message.
- View an employee's data in Workday when handling an employee support request.
- Display Shopify customer details and order information, and process refunds.
- Link support tickets to engineering work.
An integration can remove the need for your agents to switch between applications to gather information or perform tasks. They can function faster and more efficiently. Fortunately, Zendesk and our partners supply a wide range of integrations to extend the functionality of your suite.
You must be an administrator to install apps.
This article contains the following topics:
- Defining integrations and apps
- Discovering integrations in the Zendesk Marketplace
- Getting started with the most popular integrations
- Considerations before installing an integration
Related articles:
Defining integrations and apps
Integrations connect Zendesk with other applications, allowing them to share information and features. For example, with the Shopify for Zendesk integration, you can display customer and order details from Shopify in Zendesk. Agents can quickly and efficiently handle customer queries, manage shipping issues, or initiate product returns and exchanges without leaving Zendesk. An integration can exist in Zendesk with its own user interface, or it may just provide a link between Zendesk and the other application.
Integrations differ from apps, which are custom-built applications that extend or enhance the functionality of Zendesk features. For example, the Time Tracking app integrates with your ticketing system to help agents record the time they spend on a ticket. For more information, see Extending Zendesk with top apps.
Public integrations are available on the Zendesk Marketplace for anyone to use.
Private integrations are built by your company and uploaded into Zendesk. They are not listed on the public Zendesk Marketplace and cannot be installed and used by other Zendesk customers.
You can build and run a private integration using Zendesk Integration Services (ZIS). It provides a set of core services to integrate Zendesk with an external system or another Zendesk instance. ZIS is available on the Zendesk Suite Growth plan or above or the Legacy Support Professional plans or above.
If you know what you want but don’t have the skills to develop your own integration, you can use a Zendesk partner to create your solution.
Discovering integrations in the Zendesk Marketplace
You get integrations built by Zendesk and our partners from the Marketplace at zendesk.com/apps.
Many integrations are available for free. Some integrations have a cost (for example, per agent or per month), which are explained in the integration listing. Paid integrations usually offer a free trial period so you can see if the integration is right for you first.
Integration information, screenshots, and user reviews are included in each Marketplace listing so you can make sure an integration is right for you.
Getting started with the most popular integrations
There are many integrations from Zendesk and our partners that you can browse in the Marketplace. The most popular integrations are listed below.
| Integration | More information |
|
|
The Workday integration can significantly enhance your ticketing experience if your organization uses Zendesk to manage employee support requests. This integration allows agents to access essential employee data directly within the sidebar of a ticket. For more information, see Installing and configuring the Workday app for Zendesk Support. |
|
|
The Slack integration features message actions for creating, viewing, and taking action on support tickets from any Slack channel. Slack for Zendesk Support simplifies communication and streamlines your workflows to keep your team coordinated and working faster. For more information, see Slack integration. |
|
|
Connect your support and engineering teams with Zendesk Support for JIRA. Escalate and link Zendesk Support tickets to a JIRA issue so critical information is shared and collaboration is effortless. Customize the Zendesk Support for JIRA workflow to your teams’ workflows. For more information, see JIRA integration resources. |
|
|
Use the Shopify for Zendesk integration to display customer and order details from Shopify. Unite all your business and customer data by displaying critical Shopify information to your agents while they serve customers - without leaving Zendesk. For more information, see Shopify integration. |
|
|
The Salesforce app enables a holistic view of your customers for your sales and support teams with a dynamic two-way integration between Zendesk Support ticket data and Salesforce CRM customer data. Display a real-time Salesforce customer profile next to a live ticket in Zendesk Support. For more information, see Salesforce integration resources. |
|
|
With the Zoom Phone integration, you can make and receive Zoom Phone calls from within the Support Agent Workspace. Calls will create new tickets and capture Zoom Phone data back into Support once the call is finished. |
|
|
Use the Trello integration to create Trello cards from Zendesk tickets. You can add a ticket to an existing card or create a new card, and specify the Board or List it should be added to. |
Considerations before installing an integration
Installing an integration to your Zendesk instance and another application may provide you with some great additional functionality, but there are a few things to do or consider beforehand:
-
Thoroughly read the integration information in the Marketplace
listing and any available support documentation.
Does it do everything you want it to do? Do the features align with your needs? Is there anything it doesn’t do that you need?
-
Read the installation instructions.
Is there anything you need to prepare before you install it? Are there any other support articles available you can refer to? Do you understand how you want to transfer and maintain data between Zendesk and the other 3rd-party application? If mapping data fields between applications, are you clear on which fields to map? Are the fields the correct format to be mapped?
-
Ask for feedback or advise your agents what is about to change.
Are your users ready for the integration? Do you need to tell them how to use the new integration?
-
Consider existing integrations.
Have you already installed integrations in your Zendesk instance? Will a new integration work with any apps you’re already using? Could there be any conflicts? Will the new integration, with greater functionality, replace an existing integration?
-
Only admins can install integrations.
Do you have admin access to your Zendesk instance and the application you’re integrating with?
-
Ensure your Zendesk instance is configured adequately before you add
integrations.
Have you completed the workflow planning, managing people, and security tasks for your account?
-
Test the integration.
If your plan includes sandbox access, can you install the integration in a sandbox or trial instance of Zendesk instead of production?
-
Start small to confirm behavior.
If you need to import or export data, can you do it in smaller batches?
0 comments
Sign in to leave a comment.