Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.. Zendesk is the leading help desk software platform, helping businesses track, prioritize, and solve customer support tickets.
With this CRM integration, Zendesk will display the customer data associated with a Nutshell email address during support chats, and automatically sync tickets to your Nutshell contacts.
Reduce data entry: Syncing your support conversations to your CRM eliminates the need to manually summarize support interactions and add them to customer records.
Work in one place: Being able to view important Nutshell customer details directly in Zendesk means you won’t have to switch between programs to gather information.
Teamwide customer insight: By storing all your tickets where your sales and service teams can reference them, any member of your team can get full context on a customer relationship.
With the integration installed, Zendesk will automatically send new and updated support tickets to Nutshell, including your Zendesk agent’s replies. If a company or person exists in Nutshell with the same email address as the ticket’s requester, the ticket will appear in the company or person’s timeline. Zendesk support tickets will also be reflected in the activity detail report.
In Zendesk, when you view a support ticket you will see contact information for the person in Nutshell associated with the same email address. If there is no matching person record within Nutshell, you’ll be presented with a form to create a new person.
You must have a Zendesk Support account (starts at $19 per seat per month).