We recommend setting up the Receptive integration in order to populate customer records in Zendesk, but in the meantime you can easily create new records from within Zendesk.
What you need to install the Zendesk integration:
In order to get started, you need:
- Admin access to Zendesk, including the ability to add/configure apps.
- Your Zendesk domain
How to install and set up the Receptive app in Zendesk:
- From the Receptive app page on Zendesk, click "Get it" and log in to your Zendesk account.
- Send the domain for your Zendesk account to firstname.lastname@example.org. For example, www.examplesite.zendesk.com.
- We'll quickly complete your integration setup.