Bring sales into the customer experience loop by integrating Pipeliner CRM and Zendesk.
Key Features
Pipeliner to Zendesk Integration Options
- All Tickets created by the support team can be synchronized to the CRM so sales people, accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. managers know what’s going on with the customers.
- Tickets include all communication with a customer and all documents like images that are part of tickets.
- Synchronisation of Contacts/Accounts between Pipeliner & Zendesk ensures that while working in Zendesk your support team has all the information about your customer without going back and forth between CRM & Zendesk.
- Synchronization works in Real-time and admins have options to select between one-way sync / two-way sync.
- Synchronization can synchronize “Documents“, “Ticket Comments“, “Tickets“, “Contacts (Customers)“, “Accounts (Companies)“, “Opportunities“, “Leads‘.
- Synchronization supports synchronization of Custom fields, so users won’t miss any crucial dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. during the synchronization process.
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About Zendesk
Zendesk is a customer service platform designed for companies that understand the importance of customer relationships. It facilitates great one-on-one support and helps businesses build out self-service options and proactive customer engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience..
