1. Click install app.
2. Open a ticket and click on the Setup button in the newly installed app.
3. You will be prompted to sign-in to Outlook.
4. Select an Outlook 365 group that will receive tickets.
5. Select when a ticket should be escalated to the Outlook 365 group.

• To add another Outlook 365 group after the initial setup go to the connectors management page of any selected Outlook 365 group inside Outlook and select Zendesk.

The following guidelines are provided to help you proceed with purchase and implementing this App:

Note: Installation on a Zendesk sandbox is very similar, although billing details will not be collected as the App is provided free of charge.

• After completing the Zendesk App Marketplace purchase, which includes a Free 30 day trial, we recommend that you accept the native app configuration settings defaults. Use the Inline Manual provided with the CloudSET Framework to learn more about the settings available.
• Select the the CloudSET Conditionality icon on the left-hand navigation highlighted by Zendesk tool tip. This will expose an embed CloudSET Framework, which will start Zendesk secure OAuth authentication, based on the currently logged in admin user.
• This authentication can be revoked at any time by that admin user using user account security settings. This is needed to enable the configuration tool to read and write app configuration data to the Conditionality App installed on Zendesk.
• Once completed, a billing details screen will be presented to capture invoicing address details. Invoice history and records can be thereafter accessed and downloaded.
• Navigate the CloudSET Framework navigation to the Conditionality configuration to start to build and apply conditionality extended business logic. This can be tested using the simulator before saving the configuration which implements the desired behaviour.
• Integration with the Zendesk Help Center can be achieved by navigating to the CloudSET Framework Help Center section, where a one-time deployment snippet code generator is provided with detailed install instructions. Where a SSL mapped domains(s) and branding is in place, a tool is provided to let us map these into CloudSET.
• If Zendesk security Restricted IP has been set-up, details of can be obtained from the CloudSET Framework Zendesk(s) tab, together with Forget Token method to support changing admin user account.

Note: If other CloudSET App are subsequently purchased, neither the OAuth Authentication, billing, nor Help Center integration steps are required as these a centrally managed with the one CloudSET Account which is automatically created on the first app purchase and install.

Setup

Install Zoom for Zendesk in four steps

Step 1: Get the API token from Zendesk

Get the Zendesk API Token from your Zendesk Admin page. Enable the token and add an active token.

Step 2: Enable Zendesk in Zoom

Login to your Zoom account. From the integrations page, click the configure link for Zendesk.

Set your subdomain, Zendesk admin email, and Zendesk API token.

Zoom validates these parameters with Zendesk; if the values are incorrect, you will get the following error message: Zendesk setting is invalid.

Step 3: Get API Key and Secret from Zoom

Log into your Zoom account as an admin at https://zoom.us/developer/api/credential and copy the API Key and API Secret.

Step 4: Install the Zoom app for Zendesk

Sign into Zendesk as an admin. Go to the Marketplace and search for Zoom.

Install the Zoom for Zendesk app, and enter the Zoom API Key and Secret during installation.

Using the App

Start an instant meeting

When viewing a ticket, click on the Apps button to show the Zoom meeting options in the sidebar.

Click on the Start a Meeting button to launch an instant Zoom meeting. The Zendesk app will add a message to the conversation, as a public reply, that includes a link to the Zoom meeting. The agent can annotate this message before submitting it.

Once the message is posted in the conversation, the customer can click the link to join the Zoom meeting.

Schedule a meeting

Click on the Schedule a Meeting button to launch the Zoom meeting schedule dialog.

The dialog auto-fills the Topic field with the ticket title. Assignee When is the current date/time, in the assignee’s time zone. Requester When is the corresponding date/time in the Requester’s time zone.

Click Save to schedule the meeting and post a summary message containing the join URL to the conversation as a public reply. Annotate the message before Submitting the reply.

Meeting Ended

After the meeting ends, the agent will receive a private conversation entry, with the meeting summary, including: meeting topic, start time, end time, duration in minutes, and list of participants.

Meeting Recording

If more than one person attends the meeting, and if one or more recordings are created during the meeting, then when the meeting ends, the Zoom app will send a notification to the Zendesk conversation that includes URLs to the recording links.

By clicking on the recording links, you can watch the recording online or download it without signing into Zoom.

The Teamwork Projects app for Zendesk uses our API which is activated for each user individually.

To activate the API and receive the API key, each user has to do the following:

1. Click on your avatar to open the dropdown menu.
2. Click "Edit My Details" and go to the API & Mobile tab.
3. Click the "Turn on the API for my account" button.
4. Agree to the terms and conditions.
5. Click "Show your token".

That's it! The user should then copy the key and paste it into the app when first requested, i.e. in the ticket sidebar.
Note: Switching to a different browser or computer will require the user to enter their API key again.

After installing the app from the marketplace, you will need to enter API Key and API Secret from Mixpanel. To do this:

• Login to Mixpanel
• Click Account in the top navigation
• Click Projects
• Copy and paste API Key and API Secret values into the proper fields in Zendesk
• Click Install

Now, when you navigate to a ticket, you can see information from Mixpanel about the ticket requester in the ticket sidebar. The integration also works in the new Zendesk Chat window.

Install from Surveypal's Website

Click here to go to the provider's website.

App requirements

This app can be connected to any Base account, regardless of subscription. You’ll need to have admin privileges in Base to complete app installation. This app will allow you to see Base sales information within Zendesk.

Completing installation

• After installing the app in your Zendesk account, navigate to any ticket view to see the app.
• Click “Connect to Base”. If you’re not yet logged in to Base, you will be asked to do so. Make sure to log in using an admin account
• Click “Connect” in Base. This will complete the app installation process.
• Reload your Zendesk ticket view. You should now see contact information from Base directly in Zendesk.

For additional info refer to support article.

See Zendesk Tickets In Base

Tighten the bond between support and sales by syncing Zendesk tickets into Base. This is an additional integration that can be enabled from Base settings. Click here for more information.

Register for an account here.

Zendesk configuration Information

Some of the 100+ application Connectors built into Azuqua are: Asana, Box, DocuSign, Dropbox, Dynamics CRM, Excel Online, Gainsight, Github, Gitlab, Gmail, Google Calendar, Google Drive, Google Docs, Google Sheets, Hipchat, HubSpot, Intercom, JIRA, MailChimp, Marketo, NetSuite, Outlook 365, Oracle Cloud, Pivotal, Salesforce, ServiceNow, SharePoint, Slack, SurveyMonkey, Tableau, Trello, Workfront, Wrike, Wufoo

iPaaS, Integration, Workflow, FLO, Automation, Connector, JIRA integration, Salesforce integration, Microservice, API

Ready to start? Follow these steps to install Recursive Labs Visual Engagement in Zendesk and your site.

1. Sign up for a Recursive Labs account here.
   
2. At the end of the signup process, you will receive a Site Key like this:
   <script src='https://embed.rcrsv.io/YYY'></script>
   Copy the YYY portion for future steps. Make sure that the site key is enabled for your domain and zendesk.com.
   
3. Contact [email protected] to enable Realtime Cobrowsing for your account. Include your portal username in your request.
   
4. Add the Recursive cobrowsing widget to your site with this tutorial.
   
5. If you are running the Zendesk Web Widget on your site, add zwwi=1 to the Recursive embed <script> tag.
   
6. In Zendesk, install the Recursive Labs Visual Engagement Zendesk package. If you are installing the Chat package, you will also need to install the Support package to use the in-app guest feature.
   
7. In the configuration page for the Zendesk package, enter the YYY part of your Site Key into the Site Key field.
   
8. To enable cobrowsing history in Zendesk, open your Recursive Labs portal, visit Manage Organization->API Access and create an API key. Copy the key into the Recursive Zendesk package API Key field.

You are now ready to cobrowse from within Zendesk. Read the user guide to run your first cobrowsing session.

For help, contact [email protected]