Customer Details Advanced displays customer information from any backend system with a REST API directly within Zendesk tickets, eliminating the need for agents to switch applications. Agents can customize which data fields appear on the ticket screen by configuring connections to CRMs, ERPs, or other systems, with all data remaining secure and stored only in the original backend. This integration improves agent efficiency and satisfaction while maintaining data privacy through direct, encrypted transfers that bypass third-party servers.
Vendor Description
Customer Details Advanced brings all the crucial Customer Details Advanced from your backend directly to Zendesk.
Your agents won't need to switch between windows anymore in order to find the customer information needed to provide quality support. Customer Details Advanced app will bring all the details straight to the ticket screen, boosting performance and agent satisfaction.
Flexible app configuration allows to plug in to any kind of backend - CRM, ERP, ... as long as it provides a public REST API to access the data. You get to customize where the information should be fetched and what are the details you'd like to see in Zendesk.
Data privacy
Your data is fully secure: - 🚫 No data storage - none of your data is stored anywhere outside of your backend - 🔒 Secure transfer - your data is not passing through any of our servers - it comes directly from your backend transferred in a fully secure way using Zendesk's secure proxy
Installation
Simply install the app and follow the configuration instructions:
Step 1: If you want the app to automatically lookup your data when you open a ticket, check the Automatic search checkbox and fill in the search criteria.
Step 2: Fill in the domain hosting your webservice.
Step 3: Fill in the URL of your webservice.
Step 4: Fill in the access token for your webservice.
Step 5: Fill in the headers needed by your webservice.
Step 6: Go to the data mapping pannel in the nav-bar on the left and provide the way you want to map the service response on the screen.
You can also check the details on our website or feel free to contact us if you need any assistance.
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