Integrate Zendesk support system with FunnelBud

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This solution integrates your Zendesk support contacts with FunnelBud. It will also sync the latest ticket id and URL created in Zendesk with FunnelBud.

Solution expert: Priya Jain

SKU: 202303031921 Categories: , , , , Included in License Cost: PremiumResults sought after: Communicate with your customers, Understand your customers, Make sales process more effective
What this solution gives you:
It syncs your FunnelBud contacts with the Zendesk support system and stores ticket information under contacts and accounts.
 
How does the integration work:
  • When a contact creates a Zendesk ticket, basic ticket information will be sent to FunnelBud and, saved under the contact with the same email address as in Zendesk. Information stored under
    • Contacts
      • Latest ticket Id, latest ticket URL, created date, and the total count of tickets by the contact.
    • Accounts
      • Total count of tickets for all users.
  • When an opportunity is marked as Won in FunnelBud, the primary contact’s information is sent to Zendesk and a new contact is created or updated if already exists.

If the contact’s organisation already exists in Zendesk with the same name then the contact is assigned to the same organisation else a new organisation will be created.

How do we deliver this solution:

  •  Information gathering – We will provide you with a Set up document with step-by-step instructions and details of what we need from you.
  • Configuration and Set up – We will set up the integration as per the set-up document.
  • Testing – We will test the solution and send it for your review.
  • TrainingWe will create a help doc and videos for your future reference.

Zendesk uses a unique method to sort tickets. As a result, the only tickets that find their way into the “Recent Tickets” view will trigger the integration and this may cause inconsistencies. To avoid this confusion, we recommend you to create a custom view for whatever tickets you want to have trigger this integration. 

Cost to install:

    • One-time setup fee = $350
    • Ongoing Support & Maintenance fee: $25/m (includes Zapier account by FunnelBud)

Support and Maintainance: 

    • Support is provided for issues in any existing set-up.  Support does not include modification or upgrade.

Additional Services and Costs

  • Any Outsourced Work – $65/hour. Outsourced work like Editing forms, creating forms, creating emails, landing pages etc.   
  • Note: Custom workflow (if needed ) will be scoped and charged separately based on custom requirements. The fee will be added on top of the one-time setup fee as per your plan.

priya

About the Author

Integrations Architect and responsible for connecting 3rd party apps with FunnelBud and extending its capabilities. The goal is always to enable our customers to derive maximum value from the FunnelBud system. I love technology and digital marketing.

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