Chatform seamlessly integrates with all major helpdesk platforms, enabling you to streamline your customer support operations.

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To start the integration process:

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Connecting Zendesk to Chatform

  1. Access the Chatform Integration Settings: Navigate to the “Channels” section within your Chatform dashboard. Locate the specific integration you wish to configure (e.g., Zendesk, Intercom, Freshdesk).
  2. Connect your Helpdesk Account: You will be prompted to enter your Zendesk subdomain. This can usually be found in your helpdesk’s URL. For example, if your Zendesk URL is https://d3v-yourcompany.zendesk.com, your subdomain would be d3v-yourcompany.
  3. Authorize Chatform Access: You’ll be redirected to your Zendesk login page. Sign in using an account with the necessary permissions to allow Chatform to access your helpdesk data.
  4. Select Channels: Choose the specific channels within your helpdesk that you want Chatform to interact with. You can easily toggle these channels as needed.
  5. Choose Brands: This usefull feature allows you to limit the brands that Chatform will interact with. This is specifically usefull for multibrand accounts when you want to entirely exclude Chatforms automation from certain brands.
  6. Zendesk Trigger: This is an important step needed in your configuration. Setup a trigger in your zendesk account that will change the tickets status to closed when your agents mark the ticket as solved. This enables Chatform to handle a new ticket if the player reaches out again.

Important Note: For specific instructions tailored to your helpdesk platform, please reach out to your account executive. They can guide you through the integration process and ensure a smooth setup.