Available only to agents with “Talk - Partner Edition” seats (see zendesk.com/talk/pricing).
ULTATEL is Offering an integration with our cloud based phone system that will help agent do the following:
- Complete cloud-based app no software to install.
- Access from anywhere on both Windows and Mac using any popular browser.
- Easy click-to-dial from within Zendesk by clicking on any contact, saving time and improving call efficiency.
- Instant screen notification panel with caller’s account records automatically displayed on incoming & outgoing call.
- Multiple-browser tabs enabling multiple interactions across multiple tabs.
- Real-time call Tickets saved to corresponding Zendesk record.
- New records contacts, Tickets–can be easily created while on a call.
Learn more about ULTATEL & Zendesk CRM integration by visiting https://www.ultatel.com/crm-Integration/zendesk.
Before you begin
- Make sure you have an active ULTATEL cloud phone service account. If you do not have one, please go to https://www.ultatel.com.
- Sign in as an administrator to your Zendesk, then click the Admin icon in the navigation bar.
- Under Apps, select Marketplace, then find the ULTATEL app and click the tile.
- On the ULTATEL app page, click Install App in the upper-right corner.
- Refresh your Zendesk login session. The ULTATEL app icon shows at the top right hand corner.
- Click the ULTATEL app icon. ULTATEL for Zendesk has been activated automatically.