This integration allows you to keep Talkdesk and Zendesk in sync with regards to customer profiles and conversation activity, so you can make calls and update Zendesk data without leaving Talkdesk, or make and receive calls using Talkdesk without leaving Zendesk.
Readily Available Caller Profile Information
Talkdesk retrieves all of the customer information from Zendesk (name, company, job title, phone number, email, address, website, etc.). Agents can then call Zendesk contacts directly from Talkdesk and view comprehensive information about the caller as the phone rings:
While on a call, agents can mute, place the call on hold or transfer it to another agent. When the call is finished, a ticket or note is automatically logged and the information sent to Zendesk.
Know the Entire History of the Caller
Talkdesk also retrieves from Zendesk the caller’s previous interactions (tasks, cases, notes, etc.) with your company, showing the entire history of the caller in their Talkdesk's “Activity” tab:
All of your Zendesk contacts are automatically uploaded into Talkdesk so when a customer profile is updated in Talkdesk, it is also automatically updated in Zendesk using our two-way synchronization.
Talkdesk also automatically synchronizes information from call logs, recordings and notes into the contact’s profile in Zendesk. With this seamless synchronization agents are always informed with updated and accurate information:
Update Zendesk data without leaving Talkdesk
Agents can manually create and update contacts, notes and cases in Zendesk, without leaving the Talkdesk interface.
Update contacts in Zendesk by selecting the relevant action under ‘Zendesk Actions’. This information will be automatically added to Zendesk as well as Talkdesk:
You can also automatically create tickets or manually create a new ticket in Zendesk directly from the Talkdesk interface. We will pre-fill information for improved productivity:
Call Zendesk and Talkdesk Contacts Directly From Zendesk
With Talkdesk’s Callbar for Zendesk you can also leverage advanced call center software features without ever leaving Zendesk. Agents will be able to make, receive, transfer and record calls, click-to-call and more, directly from the Zendesk interface: