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Agillic

Connect your Agillic Instance to Zendesk

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설치

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Agillic

About this app

Enrich your Zendesk case view with data from your Agillic Instance. Use it to:

  • View a recipient's relevant data fields
  • Trigger communications or Side-Effects
  • View a recipient's Agillic communication history and interactions

  • If they aren't in your Agillic database: with the customer's consent, send their email to Agillic and execute a double opt-in flow

This is all for a more complete view of your customers.

See a full demo of the integration in action!

video

Learn more about Agillic on our website.

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설치 방법

To successfully use the app, you must have an Agillic instance and license. Install the application, and configure the relevant fields with:

  • An authorization token
  • A selection of the views you want visible
  • The Agillic data model fields you want to display
  • Descriptions and names of Agillic Events (up to 3) available to trigger

See the detailed end-to-end setup guide in our Agillic Knowledge Base.

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