Zendesk

Zendesk provides a user-friendly, scalable customer service solution with customizable portals, live chat, and seamless integration with Salesforce and Google Analytics.

What you can do with Zendesk and Profit.co Integration ?

  • Integrate Zendesk KPI in Profit.co key result and automate the progress.
  • Configure Zendesk KPI Integration in Profit.co
  • Note: Only Super Users can be able to configure the Profit.co <> Zendesk Integrations.

To integrate Zendesk with Profit.co follow the below steps:

  1. Step 1

    Navigate to Settings from the left navigation panel.

    Click on Integrations, On the Connectors page, Select the Business Level tab and click on the Zendesk Manage button.

    Step 1 screenshot 1
    Step 1 screenshot 2
  2. Step 2

    Click on the Connect to Zendesk button.

    Step 2 screenshot
  3. Step 3

    Provide your Zendesk domain name and press the Connect button. It will redirect you to the Zendesk Sign in page.

    Step 3 screenshot
  4. Step 4

    Provide your Zendesk Email, Password and Press Sign In button

    Step 4 screenshot
  5. Step 5

    Press the Allow button to provide access to Profit.co App.

    Step 5 screenshot
  6. Step 6

    The following 6 Default Zendesk KPIs will be added in your Profit.co account.

    • # of resolved tickets
    • # of satisfied responses
    • # of dissatisfied responses
    • % of resolved tickets
    • % of satisfied responses
    • % of dissatisfied responses
    Step 6 screenshot
  7. Step 7

    Create a Key Result and choose the Increase KPI.

    Step 7 screenshot
  8. Step 8

    In KPI Section, Select any of the Zendesk KPI.

    Step 8 screenshot
  9. Step 9

    Press the Refresh button to see the current value of the KPI from Zendesk.

    Step 9 screenshot
  10. Step 10

    The progress value of the selected KPI will be fetched from Zendesk. Click on Add button and Complete the KR Creation.

    Step 10 screenshot 1
    Step 10 screenshot 2
  11. Step 11

    The Zendesk integrated Key Result created in Profit.co

    Step 11 screenshot
  12. Step 12

    Check-in the Key Result to update the progress from Zendesk.

    Step 12 screenshot 1
    Step 12 screenshot 2
  13. Step 13

    Now the progress value will be updated in the key result.

    Step 13 screenshot