Integrate Zendesk Chat with Batchbook Easily
How do I integrate Zendesk Chat with Batchbook?
To integrate Zendesk Chat with Batchbook, you'll need your Batchbook API Token and account name. First, log in to your Batchbook account and navigate to Personal Settings > API Key to copy your key. Then, from your Zopim account page, go to the Integrations tab, select Batchbook, and enter your API key and account name. Finally, click Save to complete the integration.
For a smoother experience, consider enabling the Pre-Chat form in Zendesk Chat to automatically collect visitor email addresses, which will save you from entering them manually in Batchbook. For more detailed instructions, you can refer to the originalZendesk help article.
More related questions
Can I use Batchbook integration with Zendesk Support?
No, the Batchbook integration is only available for customers using the standalone Legacy versions of Zendesk Chat. If your account is integrated with Zendesk Support, you won't be able to use Batchbook for Chat. To determine which version of…
What information can be shared between Zendesk Chat and Batchbook?
With the Zendesk Chat-Batchbook integration, you can share important visitor information between the two platforms. This allows agents to have a more comprehensive view of customer interactions and history. Additionally, agents can create Batchbook…
How can I avoid manually entering visitor emails in Batchbook?
To avoid manually entering visitor email addresses in Batchbook, it's recommended to enable the Pre-Chat form in Zendesk Chat. This form can be set to require visitors to enter their email addresses before starting a chat. By collecting email…
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