Zendesk Capsule CRM Connector
Zendesk Integration – Capsule CRM
Connect your customer support software Zendesk and Capsule CRM using Zendesk Capsule CRM Connector.
Zendesk Capsule CRM Connector
Zendesk Capsule CRM Connector has made life Easy to connect the Zendesk Requester. A Zendesk agent can add an Organization or a Person from Capsule CRM Connector from Zendesk.
Lets us discuss the installation Steps in Details.
- Sign up for Zendesk or use your existing account.
- Click Install button to Install the app in users Zendesk Account.
- As user Clicks on Install button a App Installation popup will open & the user has to click on Install button.
- As the User click on Install button user is redirected to the App installation in Apps Market place tab.
- User has to add the Capsule CRM Token to Install the Zendesk Capsule CRM Connector.
- User can get the Capsule CRM Token by going to Capsule CRM home page & Clicking on My Preference.
- As user clicks on My Preference user will be redirected to a new page where user has to click on API Authentication Tokens & user will find the Personal Access Tokens. User has to copy the Personal Accesses Tokens into the installation App.
- Add the Token number here & Click on Install button to install the App.
- As user clicks on the install button the Zendesk Capsule CRM Connector will be installed & user can verify in Zendesk Update ticket Page.
- How to Use the App.
In the Zendesk Capsule Connector App we can send Notes to the Zendesk Requester.
- Adding notes in Zendesk Capsule CRM Connector to send it to the Zendesk Ticket Requester.
- Click on Add a Note to send the Note to the requester & a message is received as “Note Added Successfully”
- Added note in Capsule CRM.
- To install the app please click on the following.