Zendesk

Connect Zendesk to Airfold to unify your customer support data.
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5 Reasons to Use This Integration

1. Holistic Customer Support Insights

Combine Zendesk's support ticket data with other tools like Salesforce, HubSpot, and Gong for a complete picture of your customer interactions across sales and support.

2. AI-Powered Support Analytics

Leverage Airfold's AI capabilities to analyze Zendesk ticket data, uncovering trends and insights to optimize your support strategies and improve customer satisfaction.

3. Custom Support Performance Dashboards

Create tailored dashboards that blend Zendesk data with other sources, giving you unique insights into support team performance, ticket resolution times, and their impact on customer retention and revenue.

4. Automated Customer Health Reporting

Save time by automating the process of gathering and analyzing data from Zendesk, integrating it seamlessly with other revenue data sources for comprehensive customer health reports.

5. Data-Driven Support Capacity Planning

Use combined insights from Zendesk and other platforms to accurately measure and forecast your support team's workload, enabling more effective resource allocation and hiring decisions.

What's Included In The Integration?

Zendesk data objects:

  • Tickets
  • Users (Customers and Agents)
  • Organizations
  • Groups
  • Macros
  • Tags
  • Custom Fields

Zendesk activities:

  • Ticket created/updated/solved
  • Comment added
  • User created/updated
  • Satisfaction rating submitted
  • Macro applied
  • Tag added/removed

Airfold actions:

  • Retrieve Zendesk data
  • Create/update Zendesk tickets
  • Generate custom reports
  • Create AI-powered insights
  • Track key metrics (e.g., ticket volume, resolution time, CSAT)
  • Trigger actions in Zendesk based on Airfold insights

How to Set It Up

  1. Log in to your Airfold account and navigate to the Integrations page.
  2. Find and select the Zendesk integration.
  3. Click "Connect" and you'll be prompted to authenticate with your Zendesk account:
    • You may need to log in to your Zendesk account if not already authenticated
    • Grant the necessary permissions for Airfold to access your Zendesk data
  4. Once authenticated, choose which Zendesk data objects you want to sync with Airfold.
  5. Set up the sync frequency (real-time, hourly, daily, etc.).
  6. Configure any custom fields or mappings between Zendesk and other data sources in Airfold.
  7. Set up any specific automations or workflows you want to create between Zendesk and Airfold.
  8. Optionally, configure advanced settings such as ticket field mapping or custom metrics calculations.
  9. Save your settings and start using Zendesk data in your Airfold dashboards and reports.

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