Step-by-Step Guide to Integrating Intercom with Zendesk

Set Up Accounts for Intercom and Zendesk
Before integrating, ensure you have active accounts for both Intercom and Zendesk. You’ll need administrative access to both platforms to manage the integration settings and permissions effectively.


Install the Intercom Zendesk Integration App
Visit the Zendesk Marketplace and search for the official Intercom Zendesk integration app. Click "Install," and follow the prompts to grant necessary permissions for seamless syncing between the two platforms.


Connect Your Intercom Account to Zendesk
Once the app is installed, open the integration settings in Zendesk. You will need to enter your Intercom account details to authenticate the connection.


Configure Data Syncing Between Intercom and Zendesk
Customize which data should sync between Intercom and Zendesk, such as tickets, conversations, and customer information.


Test the Integration and Troubleshoot
After configuration, conduct a test to ensure that data is syncing correctly between Intercom Zendesk.

https://app.screencast.com/23X2dMPJSefQM
Step-by-Step Guide to Integrating Intercom with Zendesk Set Up Accounts for Intercom and Zendesk Before integrating, ensure you have active accounts for both Intercom and Zendesk. You’ll need administrative access to both platforms to manage the integration settings and permissions effectively. Install the Intercom Zendesk Integration App Visit the Zendesk Marketplace and search for the official Intercom Zendesk integration app. Click "Install," and follow the prompts to grant necessary permissions for seamless syncing between the two platforms. Connect Your Intercom Account to Zendesk Once the app is installed, open the integration settings in Zendesk. You will need to enter your Intercom account details to authenticate the connection. Configure Data Syncing Between Intercom and Zendesk Customize which data should sync between Intercom and Zendesk, such as tickets, conversations, and customer information. Test the Integration and Troubleshoot After configuration, conduct a test to ensure that data is syncing correctly between Intercom Zendesk. https://app.screencast.com/23X2dMPJSefQM
0 Comments 0 Shares