Zendesk 🛠

Configure your Zendesk integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with Modjo

Celeste avatar
Written by Celeste
Updated over a week ago

How does it work?

Modjo binds with Zendesk CRM allowing to:

  • Find your Zendesk contacts and accounts related to your calls, and display them within the platform.

  • Log the call activity in Zendesk Support

    => If the call was already logged by the phone provider (ex: Aircall), then we just add Modjo's call details in the existing ticket.

    => If the call wasn't logged yet, a new call ticket with the call activity is created.

  • Display the comments, topics and tags related to the call right into the Zendesk ticket

🚨Prerequisite:

You must have the Admin rights in both Zendesk and Modjo. If so, follow the quick and easy steps described in the video or text below:

⏱️ Duration time: 5' on average

Step 1: Grant us access to Zendesk via OAuth

  • Log in Modjo

  • Go to Settings => Integrations => CRM

  • Below the Zendesk icon, click on Connect

  • A form should appear. Enter your Zendesk subdomain (e.g. for "modjo.zendesk.com" enter "modjo"). Save, then click on the link displayed.

  • You should be redirected to a Zendesk login page in order to log in with your regular Zendesk credentials

  • Once you've logged in, you should be redirected back to Modjo.

Step 2: Bind Zendesk to Modjo

Once step 1 is achieved, you should be automatically redirected to Settings => Integrations => CRM

  • Below All integrations, you should see Zendesk. Click to expand the section.

  • Afterwards, in the User tab, bind each and every Modjo user to his Zendesk's user access. Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.

  • Click Save

  • You're all set! ✅

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