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Activating your Talkdesk for Zendesk Integration

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Maximize Zendesk by integrating it with Talkdesk. With our Zendesk integration, agents can leverage time-saving automations and get quick customer contexts from Talkdesk events. The setup is quick and easy, just enter your Zendesk account information and the integration process is complete.

Follow these steps to activate the integration:

Get Your Zendesk Credentials

Log in to your Zendesk account and follow the steps below to get an API key:

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  • Click the Admin icon [1] on the left menu and then under Channels [2] select API [3] from the left sidebar. 
  • In the Token Access section make sure the token access option is enabled [4]
  • Press the plus (+) icon [5] to add a new token. 

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  • A new box will show up with the generated API Token [6].
  • To remember what this API Token is used for, you can add an API Token Description [7], such as “Talkdesk”.
    • Note: Your new API token will be created and displayed only once, so you need to copy and paste it somewhere safe before continuing.
  • Click Save [8] to save the new API token.

 

Activate the Zendesk Integration

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  • Log in to your Talkdesk account as an Administrator and navigate to Admin [9] > Integrations [10].
    • Note: Your role must contain the appropriate permissions to see these options. Learn more at Team Roles.
  • Click Add New Integration [11]. This will take you to the “Available Integrations” list.

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  • Scroll down and locate Zendesk. Click Add Integration [12] to proceed to the integration’s configuration page.

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Fill out the form with your Zendesk credentials:

  • You will need to enter your Zendesk account subdomain [13].
  • The email address [14] used to generate the API token.
  • The API token [15] that you copied from Zendesk.
  • Select the appropriate boxes to customize the configuration in order to synchronize contacts, load interactions and choose the interaction types.
    Once you have completed these steps, click Save [16] at the bottom.

The Talkdesk and Zendesk integration is now activated! All information will be automatically synchronized between Talkdesk and Zendesk and you can start adding automations.

 

Install Callbar App

After activating the Talkdesk for Zendesk integration, if you wish to use Callbar, please follow the installation instructions included in the article Callbar App for Zendesk.

 

 

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