OKRs for 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.

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 2:

Click on the Connect to Zendesk button.

Step 3:

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

Step 4:

Provide your Zendesk Email, Password and Press Sign In button

Step 5:

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

Step 6:

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

1. # of resolved tickets
2. # of satisfied responses
3. # of dissatisfied responses
4. % of resolved tickets
5. % of satisfied responses
6. % of dissatisfied responses

Step 7:

Create a Key Result and choose the Increase KPI.

Step 8:

In KPI Section, Select any of the Zendesk KPI.

Step 9:

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

Step 10:

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

Step 11:

The Zendesk integrated Key Result created in Profit.co

Step 12:

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

Step 13:

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