HELP FILE

How do I integrate with Zendesk?

GoToConnect’s Zendesk integration merges your phone with your CRM (customer relationship management). When someone calls you, GoToConnect searches the caller ID within Zendesk and returns any customer records that match. You can quickly initiate an outbound call using click to call, add new contacts, create/assign new tickets to a contact and, launch their contact record for more information.

Before you begin: You must be signed in as an administrator on your Zendesk account to install Jive for your organization.
  1. From Zendesk, go to Apps > Marketplace > Jive and then Jive on the Jive tile.
  2. Click Install.
  3. From your home screen, click Zendesk GoToConnect Icon in the top right corner.
  4. Click Sign In and then log in with your GoToConnect credentials.
What to do next: When you initiate a call from the app, it first sends the call to your desk phone or GoToConnect (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.