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Connecting ZD Customer Data from our database to effectively use Talk (or talk partner edition)
Posted Feb 16, 2024
We are only recently getting into the "talk" world. Our business has shifted our phones to AT&T Office at Hand, which is built on the RingCentral system.
I have RingCentral app installed in ZD, and if I select a ticket where the customer's phone number is in their account, then I can click "dial" in the RingCentral app. Perfect.
Additionally we have written a custom app that creates a CRM style lookup next to the ticket. So we can see all the info of the customer in our system. In this CRM style app we see the customer's phone number. But since it's not sitting in the zendesk system, there's no "Dial" button.
I know there are many ways to approach this. But what is the best?
I figured I could either:
- when a customer (user) is created in in zendesk, send a webhook event to our system to create an API call to ZD add phone to user's account
- when our custom CRM app loads for a ticket, maybe at that time we send an API to zendesk to add phone?
- in custom CRM app, create a call button, to initiate a call that way. Will that outbound call be tracked by RingCentral App? I really don't want to have to write an entire custom ringcentral app. Initiating a call here or there is ok. But I don't need to build what is already built.
I have attached a screenshot of our app.
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3 comments
Greg Katechis
Hi Matt! Just to make sure that I'm understanding correctly, if the user is already in Zendesk with a valid phone number, you are able to make a call directly from your custom app?
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Matt Winer
Hello Greg Katechis, yes if the customer's phone number is in the customer's account in zendesk, then the dial button on the Ring Central app is active and able to click.
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Matt Winer
Hey Greg Katechis just wanted to bump this back up.
So to sum up. We have our customer data in our POS/CRM system. When a ticket is created (typically via email), if that customer does not exist in Zendesk, then a new user is added to Zendesk.
But that user account in Zendesk doesn't have a phone number so we cannot directly dial that customer via Talk.
So what is the best way to make sure Zendesk gets the details?
My thought is, when this user account is created, we make a webhook request to our CRM to pull in data? Probably best idea right?
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