Zendesk integration overview

Overview

Zendesk is a customer service platform that empowers organizations to improve customer engagement and better understand their customers.

Zendesk is available as a Marketplace integration. The integration lets you easily create and update Zendesk tickets from within Persona.

A common way to use this integration is to create a Zendesk ticket automatically via a Workflow.

Prerequisites

To use this integration, you must have a Zendesk instance.

Authentication

The Zendesk integration authenticates using OAuth.

Steps

Before you begin

• Sign in to Zendesk in the web browser you’re using.

Set up

To set up the Zendesk integration:

1. In the dashboard, select Marketplace in the navigation sidebar.

2. On the Marketplace page, select the Explore tab.

   • This may be the default page.

3. In the list of integrations, select Zendesk.

4. In the upper corner, click + Add Connection.
   

5. In the permissions modal, click Allow.
   

Result

You’ll see the new connection on the Zendesk page.

Using the integration

Once the integration is set up, you can trigger the following Zendesk actions inside your Workflows. Note: If there are multiple options for these actions, choose the one with "OAuth" in the name.

• Create Zendesk Ticket
• Update Zendesk Ticket

Third-party integrations are available to Enterprise and managed Growth customers. If you're interested in third-party integrations, please reach out to your Customer Success Manager or contact the Persona support team.

Plans Explained