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OpenMethods Experience Cloud

Build, Test, and Design integrated workflows and automations directly in Zendesk.

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OpenMethods

OpenMethods for Zendesk: Elevate Your Customer Interactions

OpenMethods seamlessly integrates with Zendesk to transform your customer service experience by centralizing workflows, data, and third-party applications. This enables personalized, contextually relevant interactions that scale with your organization's growth.

Features:* Custom Workflows and Automations: Easily create, test, and modify workflows directly within Zendesk.* Integrated Workflow Designer: User-friendly interface that allows you to build automations without leaving Zendesk.* Dynamic Data Management: Effortlessly filter, retrieve, post, and update data across Zendesk and integrated third-party apps.* Enhanced Customer Context: Deliver tailored interactions with screen pops and custom modals to provide relevant information at the right time.* Seamless Integration: Link multiple customer touch-points within Zendesk for a unified experience.

Key Capabilities:* Integration: Securely connect Zendesk with essential apps like CTI systems, knowledge bases, and eCommerce platforms. Build and reuse application sources to facilitate smooth data transfer.

  • Automation: Simplify the management of multiple applications via direct workflows from the Zendesk agent desktop. Ensure customer interactions are consistent, secure, and efficient.

  • Action: Set custom triggers for workflows through various communication channels such as voice, email, chat, or specific user actions like button clicks.

  • Enterprise-Ready Designer: Our low-code visual designer empowers both IT and business users to rapidly design, develop, test, and deploy integrations, keeping pace with fast-evolving business needs.

  • Unlimited Data Connections: Connect effortlessly to APIs and data sources with no limitations. Reuse these connections to enhance your workflows, as needed.

Example Integrations:* Connect multiple Jira and Salesforce instances into Zendesk.* Integrate any external API source such as Salesforce, Slack, Jira, NetSuite, Mailchimp, Trello, Shopify, HubSpot, and many more!

Transform your Zendesk solution into a powerhouse of efficiency and personalization with OpenMethods.

Installationsanweisungen

For instructions on installing and enabling PopFlow within Zendesk, please see our installation and getting started page here.

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