Maximizer CRM
Connect Zendesk to Maximizer to track customer support interactions in your CRM.
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Maximizer
Streamline Customer Support and Sales Collaboration with Maximizer's Zendesk Integration.
Connect your CRM and support systems to deliver exceptional customer experiences. The Maximizer Zendesk Integration ensures seamless synchronization of Zendesk tickets with Maximizer CRM, providing complete visibility into customer interactions. With automated logging of key ticket events—such as status changes and assignee updates—directly to the contact's Timeline in Maximizer, your team gains real-time insights. This allows sales and support teams to stay aligned, responsive, and productive without switching tools.
Key Features:
Automated Ticket Logging: Track Zendesk ticket status updates and assignee changes in Maximizer's Timeline for a comprehensive customer history.
Ticket Insights at a Glance: View key ticket details, including status, priority, and assignee, directly within Maximizer to streamline workflows.
Quick Ticket Access: Instantly access Zendesk tickets linked to specific contacts directly from Maximizer with a single click.
Simple Setup: Easily install and configure the integration, leveraging custom rules to precisely link tickets to CRM records.
Admin users can install and configure the integration through Maximizer's App Directory. For step-by-step instructions, refer to the Installation Guide.
To access the features of this app, a Maximizer subscription is required. For more information or to get started with a trial, please contact Maximizer or visit the Maximizer Website.
Maximizer’s Support Team is always available to assist with any questions at support@maximizer.com.
설치 방법
Prerequisites
A Maximizer Cloud subscription is required.
A Zendesk account is necessary.
Admin rights in Maximizer are required to enable and configure the integration.
Installation
For detailed setup instructions, visit the Installation Guide in the Maximizer Knowledge Base.
Note: Only users with admin rights in Maximizer can install and configure the integration. The configuration applies to the entire organization.
Go to the App Directory in Maximizer and search for Zendesk. Once located, click on the Zendesk card.
On the Zendesk page, click the Setup button to enable the integration and initiate the connection between your corporate Maximizer and Zendesk accounts.
A new screen will appear, prompting you to enter your Maximizer admin credentials. Please provide your credentials to proceed.
Once validated with Maximizer, you'll be prompted to connect your Zendesk account. You will need to specify your organization's Zendesk subdomain, which can be found in the URL you use to access your Zendesk account (e.g.,
https://yourcompany.zendesk.com, where “yourcompany” is the subdomain).Next, enter your Zendesk credentials, and you're all set! Once you see the success message, you can close the installation tab.
You can now review and customize the integration's default logic and apply tailored rules to accurately save Zendesk interactions under specific Address Book entries in Maximizer. To do so, simply click the Configuration button on the Zendesk page in the App Directory.
Please reach out to our dedicated support team at support@maximizer.com if you experience any issues or have feedback.
Ensure important interactions are always at your fingertips with Maximizer!
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