Zendesk
Streamline ticket management by syncing statuses, automating resolution tracking, and managing conversations directly from LimeChat CRM.
Introduction
LimeChat seamlessly integrates with Zendesk, enabling users to:
Fetch ticket status using Zendesk's API for automating ticket resolution tracking in LimeChat's Helpdesk.
Raise and edit tickets directly via Helpdesk.
1. How to enable/setup Zendesk Integration
Step 1: Generate an Authentication Token
To use the APIs, an Authentication Token must be generated using the following credentials:
USERNAME
PASSWORD
TOKEN
Steps to Generate an API Token
In Admin Center, click Apps and Integrations in the sidebar, then select APIs > Zendesk API.
Click the Add API Token button next to Active API Tokens.
The token is generated and displayed.
(Optional) Enter an API token description.
Copy the token and store it securely. Once saved, the full token will never be displayed again.
Click Save to return to the Zendesk API page.
If you click the token to reopen it, a truncated version of the token will be displayed.
Step 2: Connect Zendesk with LimeChat CRM
Copy and paste the Username, Password, and API Token into Settings → Integrations → CRM Partners → Zendesk on LimeChat HelpDesk.
Click the Connect/Update button to complete the setup.
2. Scope of integration
Features and Capabilities:
Ticket Creation from LimeChat CRM
Users can create a Zendesk ticket using existing ticket values in LimeChat CRM.
Conversation Sync
When a Zendesk ticket is created, a dump of the LimeChat conversation is shared with the ticket.
3.How to Create Tickets?
Navigate to Tickets in LimeChat CRM.
Open any ticket.
Once the integration is set up and live, users will see Zendesk under 'CRM Tickets'.
Click the + icon → A form appears → Fill in the required details → Submit the form to create a Zendesk ticket.
Once created, a link to the Zendesk ticket will appear in the same section, allowing easy access.
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