Setup instruction

1. The following conditions have to be met in order to integrate Zadarma PBX with Zendesk:

   • Access to token has to be enabled and the token created in Zendesk.

   • To use the telephony the user role in Zendesk has to be Agent or Administrator.

   • You need to set up Zadarma virtual PBX. Minimal settings: extension numbers created between 1 and 50 (one for each employee), if required call recordings turned on in extension number settings (call recordings to the cloud), also a created scenario for “no pushing” in My PBX – Incoming calls and IVR.

   • Equipment for making and receiving calls on virtual PBX extension numbers has to be set up, for example, a softphone or IP-phone, or call forwarding to a different number enabled (paid feature).

2. In Zendesk go to Settings and in Channels choose API. Enable “Access to token”, add a token and save it, you will need to specify it in your Zadarma personal account.

3. In your Zadarma personal account go to Settings – API and integrations and choose Zendesk and press “Activate integration”. On the next page enter the following information:

   • СRM address- your Zendesk domain

   • Login - the email address that is registered at Zendesk

   • Token - API Zendesk token

Then press “Activate integration”. On the next page assign virtual PBX extension numbers to Zendesk users and press “Save”. Virtual Zadarma PBX and Zendesk integration is set