Zendesk and the Art of Contact Management
As small business owners, we work hard to best support our customers by quickly and efficiently answering questions and responding to issues. Now that most folks are online, our customers are contacting us in a variety of ways: through email, on the phones, in forums and even on Twitter.
Our latest integration partner, Zendesk, allows us to provide a huge step in better keeping track of your customer base and their communications with your company. Zendesk is a complete support site for your customers that allows you to collect and organize customer requests in one place. See a tour of Zendesk’s features in action.
With the BatchBook and Zendesk integration, you can view Zendesk tickets right from your BatchBook Dashboard. Once you’ve created a Zendesk account, head over to the Sync tab in your BatchBook account, select “Zendesk”, and add your Zendesk login information when prompted. Voila! The accounts will be integrated. This means that in BatchBook you’ll see:
- A dashboard widget that shows all open Zendesk tickets assigned to you.
- An activity log widget on each contact record that will show any Zendesk tickets that contact has submitted.
We hope that this new partnership will make it even easier for you to manage and grow your business and create lots of blissful customers along the way.








This integration is a fantastic idea as there seem to be on CRM systems out there that have a powerful enough helpdesk capability to service companies with both consumer and business clients. However, for this integration to be really useful I think there would need to be a one way sync between contacts in Zendesk and Batchbook. This would allow all customer information to be in one place. Are there any plans to extend the functionality to include this?
Hey Adrian – Thanks for the feedback! We’re working on something that will help with this issue. Watch the blog for details