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Zendesk

Zendesk is web-based software to manage your team’s helpdesk ticketing, issue tracking, and customer service support. This integration allows your team to sync survey responses back to Zendesk. Visit Zendesk.com to learn more about Zendesk.

You can map information from surveys to ticket and user fields in Zendesk with any of their plan. You need to have at least the Professional plan to map and see customer satisfaction metrics in the Zendesk reporting from Surveypal surveys.

Please note!

Before configuring the integration in Surveypal, be sure to set on the options in Zendesk you wish to map data to. (Set customer satisfaction feature on and create an API-key or add wanted ticket or user fields from Zendesk settings.)

Integration configuration

To map the responses of a survey, open the survey and goto Manage view. Click the Integrations button and select ‘Configure’ from Zendesk

Insert your Zendesk domain and select ‘Authenticate your Zendesk account’. If you wish to map responses to the customer satisfaction metrics insert also the Zendesk API-token.

Insert your Zendesk credentials when asked to do so. (Authentication is asked in pop up window.) Wait for the authentication process to go through. (Surveypal might flash briefly in the pop up.)

In the response mapping view you see on the left hand side your survey questions and on the right hand side the options where to update the response to. If you don’t see any available fields after choosing the object, go to Zendesk and add custom fields to that object and start the configuring process again from the beginning.

Remember to copy the survey address for Zendesk before saving the mappings. You should trigger a feedback message that contains the link after a case has been resolved. We also provide a sample message that you can use as a base for the feedback message.

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