Zendesk Integration

You can see the zendesk End User name matching the caller phone number. Click End User name to view detailed information in Zendesk.

1. Open Integration - Zendesk settings section:

Open Integration - Hubspot CRM

2. Specify the valid company's subdomain in Zendesk:

Enable zendesk integration

3. Click Enable button:

Enable zendesk integration

4. Click the Authorization link:

Click the auth link

5. If you're not logged in Zendesk you'll see the Zendesk authorization window. Enter your Zendesk login and password. Grant the permissions to SoftPhone for integration:

Grant permissions for integration

6. Once you grant permissions you'll be redirected to authorization page. Copy authorization code you see on that page to the clipboard:

Copy authorization code to clipboard

7. Paste the authorization code and click Send button:

Paste authorization code and click Send button

8. Make sure that Authorization status is now Successfully authorized and click Save button:

zendesk successfully authorized

9. Now you can see End User name on incoming call pop-up window and click to open its page on Zendesk:

Screen popup and click-to-open on zendesk