To get started, you must first have an account with Callbell and another account in Zendesk.
This platform is a perfect tool for customer service, specializing in focusing on a company’s communications in one place. This includes different types of interactions like: tickets, emails, social media, phone calls and chats. This tool offers an all-in-one service and stands out for being one of the best CRMs entirely dedicated to customer service.
This tool has several features capable of helping all agents who have the task of dedicating themselves only to customer assistance, call centers and sales. It can be connected to multiple tools via an API and its interface is extremely simple to use. It is a cheap platform compared to the others on the market today and the onboarding process is really basic.
It is a collaborative chat tool to which companies can link their Facebook page, a WhatsApp account through the WhatsApp Business API, Instagram business and Telegram, to centralize support channels and provide a better customer experience to the final client. All in a single centralized solution.
Additionally, Callbell offers a multitude of sub-functionalities designed to improve sales, this includes specialized metrics, automatic routing, internal chats between agents, the possibility of creating a digital catalog for the company and much more.
1) Create a Callbell account and integrate WhatsApp
2) Create a Zendesk account.
After you have created your accounts, you will be able to use the Callbell API documentation to link your WhatsApp Business account to Zendesk for whatever you want and according to your needs.
The most common case used by companies in all sectors to link WhatsApp to Zendesk is the management and synchronization of contacts. This is made possible by the section of the Callbell API documentation dedicated to contacts.
This is how you can, for example, automatically synchronize WhatsApp contacts generated in Callbell with the Zendesk contacts section (and vice versa).
When a “ zap ” is activated or executed, Zapier can perform a specific action, (for example, the creation of a new contact in a CRM ).
If you want to save valuable time on implementation or don’t have a team that can develop these integrations, you can use the official Callbell Zapier integration to connect WhatsApp with Zendesk . One of the strengths of using Zapier is precisely the ease and speed of integration. The downside is instead the cost of Zapier.
This allows companies to understand in a focused way the behavior and preferences of their customers by observing all the interactions they have with the company.
To do this, the first thing to do is:
1) Create a Callbell account and integrate WhatsApp
2) Create a Zendesk account
3) Create a Zapier account
Once this is done, you will only have to link Callbell and Zendesk with Zapier and program the necessary “ zaps ” for the operations you want.
What is Zendesk?
This is how this platform has become a powerful tool for companies. It offers different solutions such as CRM, customer service, sales and much more.
Zendesk promises to centralize communications and offer different types of conversation experiences, keeping human contact with customers simple and efficient.
What is Callbell?
It is a collaborative chat tool to which companies can link their Facebook page , a WhatsApp account through the WhatsApp Business API , Instagram business and Telegram , to centralize support channels and provide a better customer experience to the final client. All in a single centralized solution.
Additionally, Callbell offers a multitude of sub-functionalities designed to improve sales, this includes specialized metrics, automatic routing, internal chats between agents, the possibility of creating a digital catalog for the company and much more.
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
