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final zendesk doc
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ktkaushik committed Nov 29, 2024
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26 changes: 17 additions & 9 deletions collaboration/helpdesk-integrations/zendesk.md
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Expand Up @@ -5,6 +5,8 @@ description: >-

# Zendesk Integration

<figure><img src="../.gitbook/assets/helpdesk-integrations/zendesk cover.png" alt=""><figcaption></figcaption></figure>

Spike's Zendesk integration connects your incident management system with your helpdesk platform, enabling seamless collaboration between support and other teams. From automatic ticket creation to syncing statuses and notes in real-time, this integration bridges the gap between incident response and customer support.

---
Expand All @@ -18,16 +20,19 @@ Spike's Zendesk integration connects your incident management system with your h

---

## Two Ways to Set Up
## Two step set up
Connecting Zendesk and Spike requires two setups: the API connection enables creating incidents from Spike to Zendesk, while the Spike app allows creating incidents from Zendesk to Spike with real-time syncing of statuses and notes.

### 1. API Connection
This method allows you to send incidents from Spike to Zendesk by connecting with an API token and email.

{% tabs %}
{% tab title="Setup with API token" %}
**Steps to Set Up**:
1. Go to [Settings > General > Helpdesk Integrations](https://app.spike.sh/settings/general/organisation#org--helpdesk-ticket-management).
2. Enter your Zendesk API token and the email address of your Zendesk user.
3. Save the configuration to start sending incidents to Zendesk.

2. Enter your Zendesk API token and Zendesk subdomain.
{% endtab %}
{% endtabs %}
---

### 2. Zendesk Marketplace App
Expand All @@ -37,13 +42,16 @@ Install the Spike app from the Zendesk Marketplace for enhanced functionality, i
- Allowing Zendesk users (who aren’t Spike users) to trigger incidents seamlessly.

**Steps to Set Up**:
1. Visit the [Zendesk Marketplace](https://www.zendesk.com/in/marketplace/apps/support/1084861/spike/?queryID=97f8205f39b71c03f3bb6c8512a8e67a).
2. Install the Spike app.
3. Follow the on-screen instructions to connect your Spike account.

{% tabs %}
{% tab title="Spike app on Zendesk" %}
1. Install the Spike app from [Zendesk Marketplace](https://www.zendesk.com/in/marketplace/apps/support/1084861/spike/?queryID=97f8205f39b71c03f3bb6c8512a8e67a)
2. Generate and copy a new API token from the [Spike dashboard](https://app.spike.sh/api)
3. Follow the instructions on Zendesk to connect Spike
{% endtab %}
{% endtabs %}
---

## Manually Sync
## Manual Sync

From the Spike dashboard, users can manually select one or more incidents and create Zendesk support tickets.

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