Setting up a Zendesk integration
Last updated
Last updated
Sift integrates with Zendesk as a channel app, so most of the integration process happens in the Zendesk admin portal.
The Zendesk integration is currently in Closed Preview. Please reach out to our team to use it.
Ensure you've set up an organization by logging into https://app.getsift.ai
First, go to the link provided by our team to install our app. Click "Install" to install the app in your Zendesk workspace. You only need to do this once per workspace for all its brands.
Once the app is installed, it'll show up in "My Apps" in the Zendesk admin portal. From there, click on "Channel apps" under "Apps and Integrations", and click on the "Sift" integration.
Now we'll create an integration on Sift for your Zendesk account. You'll need to do this for each brand you want to create tickets in.
From there, go to the "Accounts" tab and click on "Add account". This will open our UI.
Make sure you see the right org on the top left, then type a name for your integration. We recommend using the brand name you're using for tickets in this account. Then click Continue.
This window should now close and you should now see your integration in the list of Accounts in Zendesk.
To create tickets from that integration in a specific brand, click on the gear icon to the right, click on "Brand", and select the appropriate brand.
Only one step remains before you start seeing tickets show up in Zendesk - you need to tell us which tickets to send to which integration.
To do this, simply go to the Zendesk integration page on Sift and create a rule pointing to any integration from any Discord or Slack channel or server/team. For example, the following rule would send tickets from the Discord channel "general" to the Zendesk integration called demo-integration.
