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! ✅