Solve tickets faster by extending the collaborative power of Zendesk to Highrise. You can easily keep track of all of your contacts – every individual has their own unique page where you and your team can collaborate and share notes, add tasks, and most importantly, close deals. Including HIghrise content on Zendesk ticket pages enables your support agents to see that contact’s Highrise information in-context, including Twitter handle, phone number, and more. Agents can add a profile, or even notes to contacts in Highrise from within Zendesk, giving your sales and marketing teams complete visibility into customer service cases.
How to install
Make sure you are logged into your Zendesk account and navigate to Application directory by clicking on the Manage cog. Locate the Highrise application tile and click on the install button. Enter the following pieces of information about your Highrise account:
- Highrise subdomain - The subdomain portion of the URL to your Highrise account (ie subdomain.highrisehq.com). Do not include the http or https.
- API token - Your Highrise account API token. You can find this in Highrise under "Account & Settings->API token".
- Use SSL - If your Highrise is SSL enabled (uses https in the URL), then check this box.
- Title - Give your application a title.
When this is all filled out, click "Install" and you're ready to go! Once on a ticket page, expand the apps button area and your new Highrise contact search bar will appear.