The 8 Best Zendesk Integrations to Automate Your Customer Support Workflow

/ 5 min read
Vivian Tejeda

Zendesk is a customer service software designed to help small to medium businesses provide easy, fast service to their customers. Zendesk Support is excellent on its own, but it’s even more powerful when you connect it with other customer service tools to automate the support process across platforms.

To do that, you need to know what the best Zendesk integrations are. With these integrations in place, you can streamline your customer support workflows, easily parse through order details, create tasks from customer conversations, and sync key customer data.

Without further ado, here are the 8 best Zendesk integrations for automating your customer support workflow.

1. Zapier for automating manual tasks

The enemy of speed is leaning on too many manual processes. Zapier (and tools like it) help you level up your automation game by opening a world of integration possibilities to customer support teams.

For example, with this Paperform Zap setup, you can create and update tickets directly from your feedback forms. It’s a great way to eliminate manual data entry and resolve issues quicker. With so many Zapier integrations to choose from, you're sure to find one that works for you.

🎬 More of a visual learner? Check out this video walkthrough of how to integrate Zendesk and Paperform via Zapier.

2. Shopify for displaying order details in Zendesk

What do you get when you connect Shopify and Zendesk? A unified business display where all your customer data lives. With this connection in place, your customer support team has access to the data they need without toggling between tabs.

Once queried, Zendesk gathers key customer details from Shopify including:

  • Recent orders
  • Cancellations
  • Billing and shipping information

This makes it a lot easier to process common customer support issues like changing addresses, refunds, and order cancellations. Zendesk also offers a Live Chat feature you can add to your Shopify store so customers can get help from support teams in real-time.

Think of Zendesk as your chief customer data manager. Once it queries your customer data, quickly resolving customer issues becomes second nature.

3. Trello for creating tasks from conversations

With this combo, you can create tasks in Trello from conversations in Zendesk. This Trello "Power-Up" saves you time and energy— and a lot of toggling between tabs.

Once integrated, the Trello widget appears within your Zendesk dashboard so you can add tickets to existing cards or create a brand new one. You can get as specific as what board, list, or card you want your ticket attached to. As teams work through tasks, you know they’ll have any Zendesk attachments they might need to do their best work.

4. Census for syncing customer data

Census is a tool that automates your customer data pipeline from end to end, without an engineering team. With its highly visual interface, Census enables users to write queries, map fields, and send customer data to your everyday marketing tools.

When Census automates your data processes, this includes Zendesk. With an easy-to-use integration, it seamlessly works to put you in control of your data so that you can:

  • Create actionable enhanced reports
  • Update your customer list
  • Improve your ticket routing process by automatically ranking them by importance
  • Decrease the amount of time it takes your team to resolve an issue

5. Geckoboard for better metrics

In order to keep customers coming back, your customer support team works hard to ensure that every support issue gets answered. But how can you get a glimpse of your customer support KPIs throughout the day to know how you’re really doing?

For that, you can use Zendesk with Geckoboard. Geckoboard is a tool that creates dashboards with your company’s key metrics, so everyone on your team can view this important data. This integration allows you to display ticket metrics to agents so they stay in the know. At a glance, they’ll know if they’re falling behind in one support area or excelling in another.

Geckoboard enables you to create scannable dashboards that are easy to read. Once you connect your Zendesk account, support teams can get insight into key performance indicators like:

  • CSAT
  • Ticket volume
  • Response times
  • Unassigned tickets
  • Number of resolved tickets
  • Number of new tickers
  • SLAs achieved

6. TypeGenie for lightning-fast response speed

What do support teams spend a lot of time doing? Typing. Thankfully, there are Zendesk-friendly apps like TypeGenie to speed the process up. TypeGenie quickens the customer support process with autocompletion features that help teams write sentences faster with a unified brand voice.

A lot of the grunt work that goes into customer support involves writing many of the same responses. With TypeGenie, you can predict repetitive sentences so your team spends less time on each issue, without sacrificing the benefits of live chat. Best of all, the sentence completions work in a handful of languages, including:

  • English
  • Spanish
  • French
  • German
  • Dutch
  • Swedish

Form a better life now.

7. Email tracking for, well, tracking emails

One of the best things businesses can do for their customer support workflow is to make sure it’s infused with as much visibility as possible. This can look like easy access to ticket history or, making it easy to look up key customer data from anywhere.

It can also look like tracking the delivery of email responses, which is exactly what the Email tracking integration was built to do.

With email tracking,  teams can:

  • View email read receipts
  • Generate downloadable email reports
  • Tag specific tickets by opens or unopens
  • Track specific link opens
  • Get automated real-time updates on customer interactions with your emails
  • Comply with GDPR and CCPA requirements

Installing Email tracking is easy to do with a one-click install process. It’s also available in both desktop and mobile versions.

8. ChargeDesk for managing payments

With the ChargeDesk integration, you can manage payment providers like Braintree, WooCommerce, Zuora, or PayPal all within Zendesk. One of the most common tasks customer support teams deal with is charging, refunding, or cancelling orders.

With ChargeDesk, you can handle these processes from one unified dashboard, without having to do any additional coding. As you streamline your customer support process and enable all payment platforms, you can use ChargeDesk’s API and custom callback features to ensure a seamless payment processing dashboard for everyone on your support team.

ChargeDesk enables teams to:

  • Look through the customer’s entire billing history
  • Send invoices
  • Generate payment pages
  • Add charges and subscriptions
  • Apply coupons
  • Send payment reminders
  • Securely update the payment information on file

Get more done in less time with Paperform

Creating a smooth customer journey is highly dependent on support agent workflows built to ease the customer relationship process. Zendesk automations help you optimize for speed and agility.

Integrating Zendesk with Paperform allows you to create beautiful, dynamic customer service forms that send data to Zendesk automatically.

Why waste time toggling between apps and transferring customer queries manually? Start streamlining your customer support workflow today with our 14-day free trial.


About the author
Vivian Tejeda
Paperform Contributor
Vivian Tejeda is a B2B SaaS and marketing writer.

Form a better life now.

Get your 14 day unrestricted trial
No credit card needed.
tutorials
How to Make an Escape Room on Google Forms

Struggling to make an escape room in Google Forms? We've got you. We'll walk you through it step by ...

Eliza Frakes
6 Dec 22
no-code hacks
Cross-Tabulation Analysis: What It Is and How to Use It

Cross-tabulation isn't as intimidating as it sounds. In this post, we'll walk you through what it me...

Rebecca Noori
6 Dec 22
software
10 Best Google Sheets Alternatives

Looking for an alternative to Google Sheets? These ten tools offer something for everyone, from CEOs...

Rebecca Noori
6 Dec 22
Customer Stories
NPO Spotlight: In Place of War

In Place of War help foster art as a vital source of hope, peace and prosperity in war-torn communit...

Eliza Frakes
22 Nov 22