zendesk

  1. Zendesk OAuth Refresh tokens seem to be expiring weekly

    Since upgrading to 3CX v20u9 I updated the Zendesk integration right away to use the new OAuth with refresh tokens. But it appears the refresh tokens are expiring. I've already had to re-authorize the 3CX -> Zendesk integration twice since upgrading to v20u9. According to...

  2. Template Mod: Create Voice Ticket

    The default built-in ZendeskV2 integration creates regular tickets with a public comment. We wanted it to create tickets with the voice recording and transcription as an internal note. This modification to the template has the following changes. - Only creates a ticket if the call was handled...
    • artooro
    • Thread
    • call recordings transcriptions zendesk
    • Replies: 1
    • Forum: Zendesk

  3. Cannot get Caller ID for Outbound Calls to Work

    In Zendesk all of our contacts have phone numbers stored in the E.164 format. So I created reformat rules that simply take 10 digit phone numbers and prepend them with +1. It's working fine for inbound calls, but for outbound the phone numbers remain in the 10 digit format. I have tried...
    • artooro
    • Thread
    • caller id reformatting zendesk
    • Replies: 8
    • Forum: Zendesk

  4. 3CX Integration with Zendesk assigning wrong tickets to staff members

    Hi, Since the new 3cx quality update, the staff members have been assigned wrong tickets. For example, if Bob gets a inbound call from customer, after the call ends the ticket should be created for Bob. Instead, Alice gets the ticket created. I have checked with Zendesk and everything seems...

  5. Zendesk Integration for specific extensions

    We are using Zendesk, and prior to v18, it worked great. I didn't set it up, so I don't know how it was originally setup. But, I need it to create a ticket for calls only to specific extensions. When we upgraded to 18, it started creating tickets to calls to every extension. I'm not sure...
    • Tubasol
    • Thread
    • call journaling crm integration zendesk zendesk 3cx integration
    • Replies: 3
    • Forum: Zendesk

  6. sync Zendesk with 3cx

    Hello, We want to sync Zendesk with 3cx. Do you know how to have multiple Zendesk agents logged into a 3cx server? Thank you in advance for your answer Léa.

  7. Get CRM(Zendesk) Template user id

    Dear All How can I use CFD to get user id(Zendesk)? for example, When the user does not have crm, the crmlookup component cannot return any value, but at this time, the zendesk xml template has added a user and pops up the user's related information, so I want to use cfd to obtain the userid...

  8. Zendesk Integration - Require ability to create selective contacts

    Hi, Integration with Zendesk worked but It is creating record for every call that lands on PBX, which is annoying. Instead one should be able to configure and create contacts only for those calls that would end landing in a queue and/or answered by an agent. Will be highly appreciable if anyone...
    • TecRivulet
    • Thread
    • zendesk zendesk 3cx integration
    • Replies: 2
    • Forum: Zendesk

  9. ZenDesk Update

    Hi, Is it possible to create a CFD where the customer can press option 2, enter in their customer ID via a custom field on ZenDesk and they can submit new tickets, and get the latest update from the last public comment? If so, is there any guide online as I cannot find any? Thanks

  10. Inbound Call popup in Zendesk automatically

    Hi 3CX community, In recent, I updated my 3CX with 16.0.4.493, but I found one question. Before that, it would popup in Zendesk automatically when I tested an inbound call. After updating, I didn't know why it could popup in Zendesk with clicking this icon(open contact). Could anyone teach me...

  11. Zammad CRM Integration

    Hi, please integrate Zammad as CRM in 3CX. Zammad is from the same person how launch Zammad. Zammad is a very good alternative to Zendesk because its open source and is very good. Zammad could connected to Facebook, Twitter and so on. API documentation...
  12. Jaspar

    Zendesk Client Side integration won't connect

    I followed all instructions from https://www.3cx.com/user-manual/zendesk-crm-integration/ - document no longer exists, but as soon as i click on the "Authorise" button on the Windows softphone i receive an "unable to connect" error. In Zendesk i created the OAth token with the correct name and...
    • Jaspar
    • Thread
    • client-side-crm crm integration zendesk
    • Replies: 22
    • Forum: Zendesk

  13. Zendesk Client integration login issue

    Hello, I am working on 3CX integration with Zendesk. We are using client-side integration, since it is more convenient for our agents to have tickets automatically updated after phone call. We have 2 Zendesk instances - Sandbox and Production. I have prepared integration according to tutorial...

  14. Setting up problems - Zendesk Plugin Server-side or Client-side - Also Difference and Functionality

    Hi, We are currently working hard to integrate our new 3CX into our business. A very important part of this, is the integration with CRM Zendesk. Can you please tell me how I can integrate our CRM Zendesk when using SSO. Both server and client-side integrations require username and password...
    • RichardC
    • Thread
    • 3cx crm integration zendesk
    • Replies: 7
    • Forum: Zendesk

  15. Solved Freshdesk/Zendesk server integration appears not to be working

    Hi, I've tried both the Freshdesk and Zendesk server side integrations without success. Saving the credentials in the 3CX dashboard does not give an error but when I make an inbound call with a phone number that's associated with a contact in the CRM, I see the default popup (see below) and...

  16. Zendesk Integration with 3CX

    Hi! I'm setting up the Zendesk integration and followed the steps found on this link: https://www.3cx.com/user-manual/zendesk-crm-integration/ I get an invalid_grant error and cannot authorize. I'm sure all the details are correct. Please help.

  17. Zendesk Plugin

    Hey, We are playing with the Zendesk plugin and it is working great however we want to change the way it works slightly: Currently a Zendesk ticket is created when the call is finished - we want to edit it so that the ticket is created when the call is started instead - has anyone had any...
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