Do this and more with Nextiva + Zendesk.
Call Logging as an Activity
Associate calls to contacts or customers, and your activity is automatically logged across those associations when the call completes. You can edit notes for your Zendesk ticket, or use the default notes.
Manage your tasks and records
From the Zendesk integration panel, make new contacts, tickets, or accounts. Also type notes that will create tasks automatically. Our NLP technology interprets words like “tomorrow” or “next week” as dates for your tasks.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up the customer’s record in Zendesk. If this is a new phone number, you can associate it to an existing record. Your customer’s ticket history is just a handy popup away.
Download a desktop application to manage your integration.
Embed an integration from the Zendesk Marketplace and log in using your Nextiva credentials.
Install an extension into your web browser to integrate Nextiva with your browser instance of Zendesk.
Software integration requires a Nextiva Professional or Enterprise license.
Embedded integration and browser extension require Nextiva Enterprise.
Embedded integration requires Zendesk “Talk-Partner edition” seats.
It is recommended to cache information on helpdesks with less than 30,000 contacts.
FAQs: Zendesk VoIP integration
What is the Nextiva Zendesk integration?
The Zendesk VoIP integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within Zendesk, utilizing phone features like call recording and call logging as activities.
How can I sign up for the Nextiva Zendesk integration?
Just mention it to your account executive or client success manager. They'll be happy to include the Zendesk VoIP integration with your commercial phone service.
Does the Nextiva Zendesk integration cost anything?
The Zendesk VoIP integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva Cloud PBX customers at an additional charge. It's not available out of the box.
Can I click to call within Zendesk?
Yes, the Zendesk phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your Zendesk instance. Answering your phone will place the call to the phone number selected.
Does the Nextiva Zendesk integration work on all devices?
The Zendesk integration can be completed with a desktop application, a browser extension, or an add-in found in your Zendesk extension marketplace.