Zendesk

Premium

Overview

Connect Feathery to Zendesk to automatically create or update tickets and users from form submissions. You may set up multiple Zendesk actions at once.

What you need

Background

Zendesk is a customer service software company that provides a cloud-based customer support platform. It offers a suite of tools and solutions designed to help businesses engage with customers, manage support tickets, and deliver exceptional customer service experiences across various channels.

Key Features of Zendesk:

  1. Ticketing System: Zendesk's ticketing system allows businesses to manage customer inquiries, support requests, and issues from various channels, including email, chat, phone, social media, and web forms. It centralizes customer communications into a single interface, making it easier for support teams to track, prioritize, and resolve tickets efficiently.
  2. Multi-Channel Support: Zendesk enables businesses to engage with customers across multiple channels, including email, chat, phone, social media, and self-service portals. It provides omnichannel support capabilities, allowing customers to reach out through their preferred channels and receive consistent support experiences.
  3. Self-Service Options: Zendesk offers self-service features such as knowledge bases, FAQs, community forums, and help centers, empowering customers to find answers to their questions and resolve issues independently. Self-service options reduce the volume of support tickets and improve customer satisfaction by providing instant access to information and resources.
  4. Automation and Workflows: Zendesk includes automation and workflow tools that allow businesses to streamline repetitive tasks, automate ticket routing and assignment, and enforce service level agreements (SLAs). Automation helps support teams work more efficiently and ensure timely responses to customer inquiries.
  5. Reporting and Analytics: Zendesk provides reporting and analytics tools for tracking key metrics such as ticket volume, response times, resolution rates, and customer satisfaction scores. Users can generate custom reports, dashboards, and visualizations to gain insights into support performance and identify areas for improvement.
  6. Integration Ecosystem: Zendesk integrates with a wide range of third-party tools and services commonly used in customer service and business operations, including CRM (Customer Relationship Management) systems, helpdesk software, productivity apps, and communication tools. Integration allows businesses to connect Zendesk with their existing workflows and systems seamlessly.
  7. Customization and Branding: Zendesk offers customization options for tailoring the platform to suit the branding and requirements of businesses. Users can customize ticket forms, email templates, and help center themes to align with their brand identity and provide a consistent customer experience.
  8. Mobile Apps: Zendesk provides mobile apps for iOS and Android devices, allowing support agents to manage tickets, respond to inquiries, and collaborate with team members on the go. Mobile apps offer full functionality and access to customer data, ensuring support teams can stay productive and responsive regardless of their location.

Common Use Cases for Zendesk:

  • Customer Support and Helpdesk: Businesses use Zendesk as a helpdesk solution to manage customer inquiries, support tickets, and service requests across multiple channels.
  • Omnichannel Engagement: Zendesk enables businesses to engage with customers through various channels, including email, chat, phone, social media, and self-service portals, providing a seamless omnichannel support experience.
  • Self-Service and Knowledge Management: Organizations use Zendesk's self-service features to create knowledge bases, FAQs, and community forums, empowering customers to find answers and solutions independently.
  • Ticket Automation and Workflow Management: Support teams use Zendesk's automation and workflow tools to streamline ticket management, automate repetitive tasks, and enforce SLAs, improving efficiency and productivity.
  • Reporting and Performance Analysis: Businesses leverage Zendesk's reporting and analytics tools to track support performance, measure key metrics, and identify trends to optimize support operations and enhance customer satisfaction.

Overall, Zendesk is a comprehensive customer service platform that provides businesses with the tools and capabilities they need to deliver exceptional customer support experiences, build customer relationships, and drive customer loyalty and retention. Its user-friendly interface, customization options, and integration capabilities make it a popular choice for businesses of all sizes looking to improve their customer service operations.

How to set up

Navigate to the Feathery form that you want to connect to Zendesk. Click on the Integrations tab.

Open the Zendesk integration and choose the Feathery form event to trigger the Zendesk action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)

Authorize and connect your Zendesk account.

Choose the Zendesk action you want to take and map your Feathery fields to the relevant Zendesk record properties you want to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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