Overview: 8x8 Work for Zendesk

8x8 Work for Zendesk brings phone communication through a dialer to your CRM environment. The integration launches conveniently from your CRM dashboard, allowing you to combine the benefits of CRM with the capabilities of 8x8 Work, and interact with your customers via phone without having to switch to another app.

Upon receiving an inbound call, the integration tracks if the caller is an existing user by searching CRM contacts, and pops the matching record for you to preview and prepare for the call. This way, you gain full insight into communications with any returning customers. You can be better informed and prepared to answer customer calls by previewing relevant customer record details before accepting a call.

Audience

This guide is intended for CRM agents who use 8x8 Work to interact with customers.

Features

Using 8x8 Work for Zendesk, you can:

  • Manage customer phone calls from the United States and the United Kingdom.
  • Manage customer phone calls from a convenient integrated panel on the CRM console.
  • Be ready for any call by previewing matching end user record details before accepting a call.
  • Record live conversations on demand for accurate data monitoring of your agent or customer interactions, and access call recordings from 8x8 Work.
  • Improve customer service with advanced call handling capabilities, such as call transfer and multiple-party calling.
  • Track the outcome of each call using customizable call tags.
  • Create notes against your users after your conversation, with the ability to create tickets leveraging five standard CRM fields.
  • Import contacts from the CRM and 8x8 Work company directories for a quick search, and click any contact in the imported directory to make a call.
  • Track end user call logs.
  • Take advantage of Single Sign-On.
  • Receive support from 8x8 Professional Services on custom fields created in CRM.
  • Use wrap-up fields during a call to determine Ticket Type, Priority Type, Ticket Status, and Privacy levels.

Browser requirements

We recommend using Google Chrome to ensure a smooth experience.

Supported CRM objects

8x8 Work for Zendesk supports the Users object in CRM.