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How to configure Zendesk integration

Send mentions from YouScan directly to Zendesk

Kateryna Gordienko avatar
Written by Kateryna Gordienko
Updated over 2 months ago

Integrating YouScan and Zendesk can simplify your customer support process for responding to mentions. YouScan's Zendesk integration allows you to automate a large part of your mentions management and response workflow, with teams and team members getting automatically assigned new mentions that meet your criteria.

To use our Zendesk integration, you will need a YouScan account. Click here for a free trial to send mentions to Zendesk.

Setting up Zendesk integration is as easy as a pie. Just follow the steps below to configure it and try it out.

How to configure Zendesk integration in the YouScan topic

  1. Open Integrations in the topic Settings.

  2. Click "‎+ Add" Zendesk integration.

  3. Enter your Zendesk subdomain and press "Add integration" button.

  4. Log in to your Zendesk account (if you haven't done it already).

🎉 Congratulations, you've configured integration between YouScan and Zendesk, and now you can get all your mentions from YouScan into your Zendesk account. You may either configure a rule to get them automatically or send them manually.

Sending mentions to Zendesk manually

You can also send specific mentions manually using a mention toolbar.

Sending mentions to Zendesk automatically via rules

Using Rules feature you can specify a condition to send mentions to Zendesk automatically. For example, send all the negative reviews about a specific product.

To create a new rule:

  1. Open mentions stream.

  2. Select necessary filters.

  3. Select all mentions.

  4. Click a magic wand button to create a rule.  

  5. In the rule creation window, select Send to integrated service

  6. Pick your Zendesk integration. 

It is also possible to get all the new mentions to Zendesk. Select all mentions without applied filters and hit the yellow magic wand to create a rule.

And here is how your mentions will look inside Zendesk

We'd be happy to help you figure out integrations on your account! Get in touch with us via chat.

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