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Zendesk

Zendesk is a cloud-based customer service and engagement platform that enables businesses to manage customer support tickets, interactions, and analytics effectively. It offers tools for omnichannel support, customer relationship management (CRM), knowledge base management, and chat functionalities. Zendesk supports integration with a wide range of applications, allowing businesses to automate workflows, enhance team productivity, and deliver consistent and personalized customer experiences.

Business use cases

Automating Ticket Management

Frends can integrate Zendesk with other platforms like Salesforce, HubSpot, or Slack to automate ticket workflows. For example, when a support ticket is created in Zendesk, Frends can route it to the appropriate team based on predefined criteria, such as ticket type, priority, or department. Notifications can also be triggered, ensuring teams address issues promptly.

Synchronizing Customer Data Across Systems

Frends can connect Zendesk with CRM platforms to keep customer information synchronized. For instance, when a new customer submits a ticket in Zendesk, Frends can automatically update their record in CRM systems like Salesforce or Microsoft Dynamics. This ensures teams across sales and support have consistent and up-to-date customer profiles.

Enhancing Customer Communication

Frends can integrate Zendesk with email platforms like SendGrid or messaging tools like Twilio for improved customer communication. For example, Frends can trigger automatic email or SMS notifications to customers when their ticket status changes, keeping them informed throughout the resolution process.

Automating Knowledge Base Updates

Frends can connect Zendesk with content management systems (CMS) or document storage tools like SharePoint or Google Drive to simplify knowledge base management. For instance, when new FAQ content or troubleshooting guides are created, Frends can automatically publish these as articles in the Zendesk knowledge base, ensuring customers and agents have access to the latest information.

Streamlining Service-Level Agreement (SLA) Tracking

Frends can monitor SLAs in Zendesk and trigger alerts when thresholds are close to being breached. For example, if a ticket has been open for too long and is approaching its SLA deadline, Frends can notify team managers in Slack or Microsoft Teams, prompting faster resolution to maintain compliance.

Improving Cross-Channel Support

Frends can integrate Zendesk with other communication platforms such as WhatsApp, Facebook Messenger, or Instagram to consolidate customer interactions. For instance, Frends can route messages from these platforms directly to Zendesk as tickets, ensuring a unified customer support approach across multiple channels.

Enabling Advanced Analytics and Reporting

By extracting ticket data from Zendesk and integrating it with business intelligence (BI) tools like Tableau, Power BI, or Google Data Studio using Frends, businesses can generate detailed reports on team performance, ticket resolution times, and customer satisfaction. This empowers managers to identify trends and make data-driven improvements.

Automating Ticket Follow-Ups

Frends can trigger follow-up workflows by integrating Zendesk with email or survey platforms such as SurveyMonkey or Qualtrics. For example, after a ticket is closed, Frends can send an automated customer feedback survey and sync the results back to Zendesk, improving customer satisfaction monitoring.

Synchronizing Order and Shipping Data

Frends can integrate Zendesk with e-commerce platforms like Shopify, WooCommerce, or Magento to enhance customer support workflows. For example, order or shipping data can be automatically fetched and included in Zendesk tickets for customer inquiries, enabling support agents to respond faster and more accurately.

Managing Multi-System Workflows for Escalations

Frends can connect Zendesk with IT service management (ITSM) tools like ServiceNow or Jira to streamline technical escalations. For example, when a Zendesk ticket involves a technical issue needing IT intervention, Frends can create a corresponding Jira issue, synchronize updates, and notify support agents when the issue is resolved.

Automating Refund and Return Processes

Frends can facilitate refund or return workflows by integrating Zendesk with payment gateways like Stripe or PayPal and inventory systems. For example, Frends can automate refund approvals and trigger inventory updates after processing refund-related tickets in Zendesk, ensuring a seamless customer experience.

Enabling Proactive Support Notifications

Frends can monitor systems integrated with Zendesk, such as IoT devices or cloud platforms, and create proactive support tickets when issues are detected. For example, if a device reports an error, Frends can automatically log a ticket in Zendesk and notify the appropriate team for preemptive resolution.

Streamlining Employee IT Support

Frends can integrate Zendesk with internal platforms to automate IT support workflows. For instance, employee IT requests submitted via intranet forms or Slack can be automatically routed to Zendesk, where agents can track and resolve them. Notifications can be sent to employees as their tickets progress.

Facilitating Multi-Language Support

Frends can integrate Zendesk with translation tools like Google Translate or Microsoft Translator to enable multi-language customer communication. For example, when customers submit tickets in different languages, Frends can dynamically translate them for agents and translate the responses back into the customer's language, ensuring seamless global support.

Automating Data Backups and Archival

Frends can automate the backup of ticket data from Zendesk to ensure historical information is securely stored. For example, open and closed tickets can be regularly exported to cloud storage platforms like AWS S3, Google Drive, or Azure Blob Storage, ensuring compliance with data retention policies and facilitating audits.

Actions

  • CreateTicket

  • UpdateUser

  • TrackInteraction