Polytomic automatically enriches Zendesk support tickets and chats with internal customer context from databases and cloud services like Amplitude, ShipBob, and Salesforce, eliminating manual data lookups for agents. The app pulls data from SQL databases and various cloud providers to display relevant information directly alongside tickets in real time. Support teams benefit from faster resolution times and improved agent efficiency by having immediate access to customer context without leaving Zendesk.
Vendor Description
Polytomic automatically attaches internal customer context to your support tickets and chats, so your agents don't have to hunt for it.
Using Polytomic you can pull data from any internal source and display it instantly with your suport tickets.
Polytomic supports all major SQL databases, as well as a growing list of cloud service providers, including:
- Amplitude
- ShipBob
- Salesforce
Installation
To install Polytomic for Zendesk, you must have an active Polytomic account.
Sign up for an account at https://polytomic.com
Log into your account and navigate to the Connection setings
Click "Add", and select "Zendesk" as your connection type
You'll be prompted to authenticate with Zendesk.
After you sign in and grant permission to Polytomic, you'll see a "polytomic token"; copy that, you'll need it!
- Install Polytomic for Zendesk into your account; when prompted for your Access Token, enter the value from the previous step.
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