Provide excellent customer service experiences by knowing everything about the customer you’re talking to. Have their loyalty data pushed into their customer profile in Zendesk to provide fast and accurate information and suggestions.
Follow this guide to integrate your Zendesk account with Lootly.
Setting up the integration
Step 1: Add Zendesk to your active integrations
Go to Integrations from the main menu in Lootly - > choose Zendesk:
Step2: Enter in the Zendesk subdomain for your account, account email, and API key
To find the Zendesk API keys, do the following in Zendesk:
Click Channels > API
Select the + icon , enter a name than click create
Enter your API keys in Lootly:
Integrations -> Manage -> Open Zendesk:
Step 3: Save your changes.
How the integration works
The integration will stream loyalty data into Zendesk whenever a customer's point balance changes.. If someone earns/spends points, Lootly will send updated loyalty data to Zendesk.
It will look like this:
The data points we sent are:
Simply connecting Zendesk will not automatically update every customer at the point of connection.
It will only update the next time their balance changes.
The change triggers the sync.
You’re all set!