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ULTATEL

Integration with ULTATEL cloud phone system.

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ULTATEL, LLC

Available only to agents with “Talk - Partner Edition” seats (see zendesk.com/talk/pricing).

ULTATEL is Offering an integration with our cloud based phone system that will help agent do the following:

  • Complete cloud-based app no software to install.
  • Access from anywhere on both Windows and Mac using any popular browser.
  • Easy click-to-dial from within Zendesk by clicking on any contact, saving time and improving call efficiency.
  • Instant screen notification panel with caller’s account records automatically displayed on incoming & outgoing call.
  • Multiple-browser tabs enabling multiple interactions across multiple tabs.
  • Real-time call Tickets saved to corresponding Zendesk record.
  • New records contacts, Tickets–can be easily created while on a call.

Learn more about ULTATEL & Zendesk CRM integration by visiting https://www.ultatel.com/crm-Integration/zendesk.

Installationsanweisungen

Before you begin

  • Make sure you have an active ULTATEL cloud phone service account. If you do not have one, please go to https://www.ultatel.com.

Getting Started

  • Sign in as an administrator to your Zendesk, then click the Admin icon in the navigation bar.

  • Under Apps, select Marketplace, then find the ULTATEL app and click the tile.

  • On the ULTATEL app page, click Install App in the upper-right corner.

  • Refresh your Zendesk login session. The ULTATEL app icon shows at the top right hand corner.

  • Click the ULTATEL app icon. ULTATEL for Zendesk has been activated automatically.

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