Important: This integration is only available for customers using the standalone Legacy versions of Zendesk Chat. Accounts integrated with Zendesk Support cannot use Highrise for Chat. For help determining which version you have, see Determining your Zendesk Chat account version.
With the Highrise-Zendesk Chat integration, the system can automatically add a note to Highrise after each chat. An agent can also create a note manually by clicking the Add Note button. All vital information from the chat, including the transcript, country, and IP address, are included in the Highrise case description.
To set up Highrise integration
If you know your Highrise API Token and site name, you can skip to step 4.
- Log in to your Highrise account.
- Select My Info > API Token. Copy the API token to use later.
- Select Settings > Site Name. Copy this site name to use later.
- From your Zopim account page, go to the Integrations tab and select Highrise.
- Enter your API token and site name.
- Click Save.
Note: To avoid manually entering visitor email addresses in Highrise, we recommend enabling the Pre-Chat form and requiring visitors to enter their email addresses. For step-by-step instructions, see this article.