QuickBooks zendesk integration

Sync QuickBooks And Zendesk | Connect QuickBooks With Zendesk | Link QuickBooks And Zendesk

Zendesk is an effective ticketing app for agents and team leads that helps in performing tasks (such as Sorting, filtering, and searching tickets and ticket views, creating tickets, commenting on and updating tickets) quickly on your device. This app is more than a help desk and crosses over to CRM as it allows its users to organize processes, workflows, and tracking of customer engagement. To be precise, Zendesk software can convert your huge volume of support data into a treasured collection of opportunities, leads, and market insights. 

This app is smartly designed with features that help companies to effortlessly work to customer’s needs. This software offers an integrated on-demand helpdesk customer support portal solution based on the latest Web 2.0 technologies. Zendesk software is getting popular in many companies because it offers solid ticket management options which also include social media. In this software, New Explore tools bring customizable reports and dashboards and offer good integration options with other apps.   

Integration of QuickBooks Online and Zendesk

1. Firstly, users should authenticate their QuickBooks Online and Zendesk accounts.

2. Thereafter, users should pick one of the apps as a trigger that can kick off automation.

3. Subsequently, users should choose a resulting action from the other app.

4. Now, the user should select the data to be sent from one app to the other app.

The integration of QuickBooks Online and Zendesk used by users are: –

1     Adding or Updating a User / Agent in Zendesk on a New Customer in QuickBooks Online

2     Adding or Updating a Customer in QuickBooks Online on a New User/Agent in Zendesk

3     Adding a Comment in Zendesk on a New Customer in QuickBooks Online

4     Adding or Updating a Customer in QuickBooks Online on a New Ticket in Zendesk

5     Adding a Post in Zendesk on a New Customer in QuickBooks Online

6     Adding a Comment to Post in Zendesk on a New Customer in QuickBooks Online

7   Now You Are Done with Syncing QuickBooks and Zendesk