To resolve tickets efficiently, your Zendesk Support Agents need access to detailed data about your customer’s interactions. In almost all cases, these details live in a variety of systems outside of Zendesk, such as CRM, ERP, HR, or your home-grown systems. The good news is that you don’t have to pay a fortune or engage in a custom development project to deliver integrations with these systems.
About the training
In this 1-hour training, eOne will cover how Zendesk customers can configure two-way real-time integration between Zendesk and their core ERP and CRM-related applications using the Popdock platform & Zendesk apps.
What we'll cover
More specifically, we’ll walk through the no-code, flexible setup to:
- Connect to your ERP, CRM, cloud and on-premises apps.
- Configuring options for how you want to present and display external data in Zendesk
- Configuring actions, such as auto-populating Zendesk data or allowing agents to update a status to another system.
- Showing CRM data and related details in Zendesk
- Showing invoices and payment details from your ERP
At the end of the training, you’ll leave with a plan and an understanding of how to deliver your custom Zendesk integrations. Put yourself in control to manage changes and your next requirements.
