Zendesk Integration with Revamp CRM  

With Zendesk integration we convert customers Complaints into Compliments We View tickets within your CRM

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Zendesk Integration Details

This app can be connected to any Revamp account, regardless of subscription. You’ll need to have admin privileges in Revamp to complete app installation.

 

How does the Zendesk integration work?

Connecting Revamp to Zendesk will provide one-way sync of your support tickets into Revamp. The tickets will be displayed in your Account. 

1. Create a Contact in Revamp CRM with a tag ‘Zendesk’

  1. You can optionally create a dynamic segment for all contacts with ‘Zendesk’ tag
  2. Furthermore, automation can run on this segment to create a follow-up task.

2. Create a ticket inside the contact profile: If a Contact in Revamp has a ticket in Zendesk, you’ll see that ticket displayed on the Contact’s activity feed (if the ticket is currently open, it will also be shown on the right side of the Contact in a tab labeled “Tickets”).

 

How Zendesk Integration works through Zapier when a new Ticket is created.

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘Zendesk’
    1. You can optionally create a dynamic segment for all contacts with ‘Zendesk’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

What You Need

  • Zendesk account
  • Revamp CRM account

About Zendesk

  • Zendesk is more than just a help desk. It crosses over to CRM because it allows you to organize processes, workflows and tracking of customer engagement. On its own the software can turn your huge volumes of support data into a treasure trove of leads, opportunities and market insights. Zendesk helps you consolidate these data and leverage them to build or nurture long-term relationships with your customers.

What is next for Zendesk’s Integration

  1. Check over 80 Apps that connect to Revamp CRM here.
  2. Go to Zapier and explore all possible integrations here.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.