How to connect Zendesk to Halp in Microsoft Teams
How to setup the Zendesk integration
Curious how the integration works? Check out our introduction here. The screenshots show Slack, but it works the same way in Microsoft Teams.
Prerequisites
To configure the two-way sync you'll need to be a Zendesk administrator and a Halp administrator.
Instructions
1. Add Halp to your Teams tenant. Go to teams.halp.com and click "Add to Teams". Feel free to follow the onboarding prompts inside your Teams tenant to get a feel for how Halp works before you connect it to Zendesk.
2. From within the Halp web app (teams.halp.com) go to the settings (gear in the top right) and navigate to "Integrations". From there, choose the option to Add a "New Zendesk integration." Follow the instructions in the modal to connect up the integration.
IMPORTANT: Make sure that you authenticate with a Zendesk Admin account
After you've connected the integration you'll be prompted to add a recipe, which will determine when a ticket syncs w/ Zendesk & when it remains only in Halp. Our recommended recipe is "When a ticket is created" > THEN: "sync the ticket with an integration" > For the integration: "Zendesk". You can also adjust it to only create tickets made with a certain form or made from a specific channel. Whatever works for your team!
Once you've added the recipe on the integrations page, that's it. You're done!
All tickets, comments, statuses, and assignees will be synced by default.
Also, be sure to map any required fields and forms to an appropriate field in Halp. To find out more on how to do that click here.
That's it! Try creating a ticket in Teams. You'll see the message turned into a Zendesk Ticket. Comment on the issue from inside Teams or from Zendesk, and see it appear in the other. If you have any questions, we're here to Halp!