Overview
Fetch tickets, including custom properties and labels, into the Conversations module in real-time. Enrich Zendesk with contextual data on Companies and End Users from Planhat.
How it works
Start by fetching all Zendesk tickets created in the last 6 months - excluding those already closed. Planhat will then auto-create or update tickets in Planhat as they are created or updated in Zendesk, within a 6 month historical window. The connection can also be configured to push additional properties from the Company or End User object into Zendesk when tickets are viewed, to provide richer context. Note that Planhat uses the End User email to identify companies related to conversations. If the domain of at least one End User involved in the conversation is not a related domain in Planhat, the ticket will not save.
Configure
Authorized Planhat users can connect their Zendesk instance to Planhat using the steps detailed in the Integrate tab. For additional context, see our Help Center. Note that you will need to have the requisite access permissions in Zendesk to initiate the connection.
