EONE BLOG

Introducing Zendesk Integration using SmartConnect


zendesk & smartconnect-01We’re pleased to introduce Zendesk Integration using SmartConnect.  Here is what you need to know:

About the Zendesk Integration available with SmartConnect 
The Zendesk Integration in SmartConnect allows you to generate new data when you integrate Zendesk with all the systems, API’s and files that SmartConnect supports.  In SmartConnect 2016, Zendesk is one of the eOne-tested REST service providers.

What is the difference between the Zendesk-CRM Connector (released Fall 2015) vs. using SmartConnect for Zendesk Integration?

Last fall, eOne released the Zendesk-CRM Connector, which has been available for purchase via the Zendesk marketplace and is a good fit for a lot of companies.  The Zendesk-CRM Connector primarily displays data within Zendesk and within CRM.  So, for example, if you’re in a Microsoft Dynamics CRM account, you can see the Zendesk tickets displayed within an iFrame on that account form.  One important point to note is that the Zendesk-CRM Connector integration is hard-coded–what you see is what you get.  It’s not configurable.

By contrast, Zendesk Integration using SmartConnect is very configurable and allows you to automate the creation of new data.  This has been a popular request especially when integrating with Microsoft Dynamics CRM, because generating new data in Microsoft Dynamics CRM allows companies to trigger next steps based on that data and to also better leverage that data for reporting.

Are there integration templates (starting points) available for integrating with Zendesk?

Yes.  To start, we’re offering integration templates for Zendesk – Microsoft Dynamics CRM.  Here is a summary of the integration templates:

ZendeskMicrosoft Dynamics CRMIntegration Direction
OrganizationsAccountsZendesk Organizations to Microsoft Dynamics CRM Accounts
UsersContactsZendesk Users to Dynamics CRM Contacts
TicketsCasesZendesk Tickets to Dynamics CRM Contacts

Keep in mind that you can modify these templates and can enable/disable integration templates in SmartConnect.  Both Zendesk and Microsoft Dynamics CRM may be used as a source or destination when you build your integrations using SmartConnect.

Where can the integration templates be downloaded?

The Zendesk-Microsoft Dynamics CRM templates are available for download here.  Instructions for downloading and using these templates are available here.

Can you integrate Zendesk with other systems, besides Microsoft Dynamics CRM?

Of course!  SmartConnect allows you to connect any source to any destination and transform your data along the way.  SmartConnect offers both application-specific and generic connectors, so you can now integrate Zendesk with Dynamics NAV, Salesforce.com, and more.  You can review the data sources and destinations that SmartConnect supports here.

Have questions? Interested in finding out more? Reach out to us! 

Leave a Comment





RECENT POSTS


Join us for the Q3 Partner All Hands Call!
Tech Tuesday: SmartConnect.com Multi Data Sources
Throwback Thursday: Dynamics GP Rolling Columns
Popdock Update: Fresh New Look & More Powerful Features
Know Your ISVs and Win the Business Central Deal

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
New Releases of Extender and SmartList Builder
2017 SmartConnect Integration Bootcamps

CATEGORIES

ARCHIVES

open all | close all

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News Events Excel Excel Report Builder Extender Extender Enterprise GP GPUG integration Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Office Relationships partners Popdock promotions release Reporting SalesForce SalesForce.com scripting SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Office Hours SmartList SmartList Builder SmartList Designer SmartView SQL Support Tech Tuesday Templates training Zendesk

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.