Make
Make is a visual platform that lets you design, build, and automate anything – from simple tasks to complex workflows – in minutes. With Make, you can send information between Zendesk and thousands of apps to improve customer experience and agents’ resolution times. From ticketing and messaging to reporting and analytics, Zendesk and Make are a great team for customer service satisfaction. Get rid of the manual work and focus on innovating Choose a Zendesk template to help you get started, or, build your own from scratch. Here are some of the ways to use Zendesk with Make: Trigger events based on new incoming tickets, articles, or forum posts Create, delete, or update tickets, users, and groups based on actions in other apps Or, create your own unique workflow. You’re only limited by your imagination! Create without limits Make lets you build as if you were a developer, without writing any code. Design workflows with as many steps as you need Integrate an infinite number of apps in a single workflow To build complex workflows, you can use Make’s powerful no-code toolkit, which includes advanced features like iterations, aggregations, conditional logic, filtering, error handling, execution history log, and more. You can build your own integration (or scenario as we call them) or try one of these ready-made templates from the below use cases. Search Zendesk tickets for specific keywords and add them to Airtable Send Slack messages when new tickets are created in Zendesk Create a new ticket in Zendesk from a new Typeform form response Create or close a ticket in Zendesk from a new event in Calendly Add new Zendesk tickets to ClickUp as tasks There is plenty more you can do. See the full Zendesk listing on Make here - https://www.make.com/en/integrations/zendesk Data Disclosure Make accesses Zendesk data solely to perform the automation actions configured by the user in their Make scenarios. Data is transmitted securely over HTTPS and is not stored beyond what is required for scenario execution. Make does not sell or share user data with third parties. For full details, see Make's Privacy Policy and Terms of Service.
Process Shepherd
Discussion Trees Empower your agents with real-time, step-by-step guidance to master complex workflows and troubleshooting tasks quickly and flawlessly. Effortlessly integrate data from external services and execute automation activities through a no-code workflow. The Discussion Trees within Process Shepherd are transformative tools for any helpdesk, redefining efficiency and effectiveness. Traditional training methods often fail to fully prepare new staff in many companies, leaving gaps in their operational knowledge. Process Shepherd fills this void by providing a sophisticated Discussion Tree solution that seamlessly integrates with your existing systems. This not only simplifies complex tasks but also shortens average handling times and significantly improves the quality of interactions, streamlining your helpdesk operations like never before. Drastically Reduce Onboarding Time Process Shepherd slashes onboarding times by up to 80%, propelling new agents from novices to experts at an unprecedented pace. By navigating through Discussion Trees, agents acquire the finesse of handling even the most intricate processes without the intensive training traditionally required. If the agent gets stuck and needs more information, there is a built-in knowledge management system. Updating business processes becomes easier than ever. Accelerate Agent Ramp-Up Cut ramp-up periods by 40% with Process Shepherd. Agents gain confidence and knowledge rapidly, as they're guided through each customer interaction step-by-step. It's like having an expert sit with your agents every step of the way. This results in quicker proficiency and a workforce ready to deliver outstanding service sooner. Reduce Average Handling Time Shave average handling times by 30%. Process Shepherd's integration with CRMs and help desks automates data collection and step completion, freeing agents from the hassle of manual entries and information searches. Our solution ensures a more efficient, error-free process flow. No Workflow is Too Complex Each step is intelligently determined by taking into account prior responses, ticket details, and customer information from your CRM. Workflows can be designed to consider every situation to ensure the best outcome every time. The no-code workflow designer is user-friendly and intended for non-technical staff, while also catering to advanced users. Enable Self service Embed decision trees right within your website or send via email so that customers can self service with integrated knowledge documentation.
