How to integrate Chat Plus with Zendesk to add ticket information to Zendesk when a ticket is created in Chat Plus

If you are using Chat Plus and Zendesk for task management, registering the same ticket repeatedly can be time-consuming and labor-intensive. Support team leaders who want to focus on customer support may wish to streamline the ticket registration process as much as possible. By integrating the two tools, the burden of manually creating tickets can be reduced, leading to improved operational efficiency for the support team. Additionally, maintaining consistency of information between tools can help prevent missed task confirmations. Furthermore, sharing ticket information in real-time will enable quicker responses to tasks. In this article, we will explain how to integrate Chat Plus and Zendesk without coding to automatically add ticket information to Zendesk, so please refer to it. Recommended for: - Those using Chat Plus and Zendesk - Those who want to reduce the workload of the support team by integrating Chat Plus and Zendesk - Those using Chat Plus and Zendesk and facing challenges with data consistency - Those who want to facilitate smooth information sharing by integrating Chat Plus and Zendesk - Those who want to reduce the hassle of ticket management by integrating Chat Plus and Zendesk Benefits and Examples of Integrating Chat Plus and Zendesk Benefit 1: Improved Efficiency by Reducing Workload If ticket information created in Chat Plus can be automatically created in Zendesk, it can reduce the manual input effort of the support team. For example, during periods when customer inquiries are concentrated, dedicating more time to support can lead to improved customer satisfaction, whereas spending too much time on ticket registration can lower the quality of support, potentially leading to customer attrition. However, by integrating the two tools, the burden of ticket creation is reduced, allowing more time for customer support. This can reduce the workload of support staff and increase the time available to support customers. Benefit 2: Centralized Ticket Management and Improved Consistency By utilizing integration, ticket information created in Chat Plus can be reliably added to Zendesk, enabling centralized ticket management. For example, when creating tickets manually, there is a possibility of missing registrations in Zendesk when creating multiple tickets. In such situations, if the tool used to check tasks varies among members, task omissions can occur. However, if the same ticket information is registered in both tools through integration, the same information can always be checked, reducing situations where task confirmations are missed or the latest information is unknown. In this way, integrating Chat Plus and Zendesk can achieve centralized ticket management and improve task information consistency. Benefit 3: Rapid Task Response If information is immediately reflected in Zendesk along with ticket creation in Chat Plus, task response will be faster. For example, if different departments use the two tools separately, there is a risk of time lags in ticket reflection. If there is a delay in registering tickets in Zendesk due to issues when a ticket is registered in Chat Plus, the team that starts tasks based on Zendesk ticket information will be delayed in responding. However, by integrating Chat Plus and Zendesk, if ticket information is reflected in real-time, rapid response will be possible. [About Yoom] Next, we will introduce how to create a flow bot with Yoom, which allows app integration without programming, to "add ticket information to Zendesk when a ticket is created in Chat Plus." You can implement it just by setting it according to the template, so please give it a try.

How to Create a Chat Plus and Zendesk Integration Flow

The flow to integrate Chat Plus and Zendesk using Yoom proceeds through the following four processes.

Register Chat Plus and Zendesk as My Apps
Copy the template
Set the trigger for Chat Plus as the starting point of the flow, followed by the Zendesk settings
Turn on the trigger button and verify the integration operation between Chat Plus and Zendesk

Step 1: Integrate Chat Plus and Zendesk as My Apps

First, register Chat Plus and Zendesk to My Apps to integrate them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the next screen, search for Chat Plus and Zendesk respectively, and proceed to the next screen.

＜For Chat Plus＞

・Enter the account name and access token, and click "Add" to complete the registration to My Apps.
※ The access token can be obtained from here.

＜For Zendesk＞

・Enter the account name, email address, and API token, and click "Add" to complete the registration to My Apps.
※ Details on how to obtain the API token can also be found on the help page here.
※ Zendesk is only available on the Team Plan and Success Plan. The Free Plan and Mini Plan will result in errors for Flowbot operations and data connect. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

Step 2: Copy the Template

Copy the template for integrating Chat Plus and Zendesk.

1. Open the link below.

2. Click "Try this template".

Step 3: Chat Plus Trigger Settings

In this flow, the trigger is the creation of a ticket in Chat Plus.
When a ticket is created in Chat Plus, the flow automatically starts.

1. Click "My Projects" in the Yoom management screen and select "Add ticket information to Zendesk when a ticket is created in Chat Plus [Copy]".

2. Select "App Trigger When Ticket is Created".

3. On the screen to select the linked account and action, check the account linked with Chat Plus and proceed.
*Other items are set by default.

4. Copy the displayed Webhook URL and set it in Chat Plus, then click "Test".
*For how to set the Webhook URL in Chat Plus, please refer to here.

5. If the test is successful, the information obtained from Chat Plus will be displayed in the output.
If there are no issues, click "Save".

Step 4: Setting to Create a Ticket in Zendesk

Finally, set up to create a ticket in Zendesk based on the information obtained from Chat Plus.

1. Click "Create a Ticket with App Integration".

2. On the screen to select the linked account and action, check the account linked with Zendesk and proceed.
*Other items are set by default.

3. To create a ticket in Zendesk, set each item starting with "Subdomain".
*For Zendesk-related items, you can select from the "Candidates" displayed when you click the frame.
*For items where you want to reflect Chat Plus information, select from "When Ticket is Created" in the output displayed when you click the frame. This allows dynamic reflection of different values for each ticket.
*In the lower right diagram above, the list of candidates is not displayed, but normally the candidates for the linked Zendesk account are displayed in a list.

4. Set all necessary items above and click "Test".
If the test is successful, save it.

5. When the trigger is turned ON, the integration is complete, and a ticket will be automatically created in Zendesk every time a ticket is created in Chat Plus.

If you have any questions about the flow introduced, please refer to the help page here.

Other Automation Examples Using Zendesk

There are many other examples of automation using Zendesk in Yoom, so here are a few to introduce.

1. Create a folder in Microsoft SharePoint when a ticket is created in Zendesk

If you manually create a folder in Microsoft SharePoint every time a ticket is created, the burden increases in proportion to the number of tickets.
However, by integrating the two tools, the burden of manually creating folders is reduced.
This not only improves operational efficiency but also allows members to smoothly share materials in the folder, strengthening collaboration within the team.
Additionally, by combining it with the integration introduced in this article, you can automate the process from creating a ticket in Zendesk to creating a folder in Microsoft SharePoint.

2. Send an email via Gmail when a new ticket is created in Zendesk

Reporting completion via Gmail every time a ticket is created involves repetitive creation and sending of template messages, which is not highly productive.
However, by integrating Zendesk with Gmail, you can automate the reporting of ticket creation completion.
This integration will reduce the burden of creating and sending emails, allowing you to have more time to focus on your tasks.
Additionally, by combining it with the integration introduced in this article, you can automate the creation of Zendesk tickets and email notifications to stakeholders.

3. Notify Slack When a Ticket is Created in Zendesk

When manually notifying Slack about ticket creation, you need to create and send a template message.
There is also a risk of delayed awareness of ticket registration due to forgotten notifications.
However, by integrating Zendesk with Slack, you can reliably notify members of ticket creation.
This not only reduces the burden on the person in charge but also ensures that the ticket creation notification is received, allowing members to respond to tasks promptly.
Additionally, by combining it with the integrations introduced in this article, you can automate ticket creation in Zendesk and notifications to stakeholders.

Summary

By integrating Chat Plus with Zendesk ticket information, you can eliminate the manual task of creating ticket information, thereby reducing the burden on the support team and improving operational efficiency. Additionally, by centralizing ticket information management, you can prevent omissions in ticket information updates, ensuring data consistency across tools. Furthermore, with real-time ticket information updates in Zendesk, even if different departments use different tools for task management, quick task response becomes possible. This can also lead to improved customer satisfaction. The integration of Chat Plus and Zendesk can be done without coding by using Yoom, so please refer to the steps in this article for implementation.