Lime Integration
Lime CRM integration for Zendesk.
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The Service Corporation
Lime Integration
Lime Integration is an easy to use Zendesk app that integrates Zendesk with Lime CRM and allows a Zendesk agent to easily access user data from Lime while handling a ticket in Zendesk.
Usage areas & features
By using Lime Integration it will allow a Zendesk agents to easily access basic user data from Lime CRM while managing tickets without having to jump between different tabs.
For example the application allows you to access the following on Lime CRM from a Zendesk ticket:
Th end-user Overview in Lime
Deals associated with the end-user
To Do list associated with the end-user
Documents associated with the end-user
History associated with the end-user
In addition, the app has some extra features such as:
It could create a history note for Zendesk tickets in Lime CRM
Pin other Lime end-users than the requester to a Zendesk ticket
It could make support related notes associated with the end-user in Zendesk e.g. account number
Technical notes
To resolve issues related Cross-Origin Resource Sharing (CORS) which prevents web browsers from communicating directly with Lime CRM, Lime Integration makes use of a proxy server. The proxy is only used as a gateway and no data is saved there.
Personal Data & GDPR
All data used by the Lime Integration app is fetched directly from Lime CRM. No personal data will be stored elsewhere apart from 2 exceptions:
Name and role for pinned users are stored within a ticket field inside Zendesk to reduce amount of API calls.
Any data entered by a Zendesk Agent into the notes area is saved within a user field in Zendesk.
Support
For additional support, contact TSC support via zendeskapp@theservicecorporation.com
Installationsanweisungen
Requirements
Lime CRM Rest API should be reachable from the Internet
Lime CRM API Key (an API user need to be created in Lime Admin)
Installation
Lime Integration can be installed via Zendesk Marketplace.
Install app from Zendesk Marketplace.
Enter the URL for Lime CRM Rest API (https://companyx.lime-crm.com/companyx).
Enter the Lime CRM API Key.
Click the install button.
Once the app is installed, the Zendesk Administrator can open a random ticket and then the app will create an additional Zendesk ticket field as well as an additional Zendesk user field. The user field is used for notes associated with the end-user done in the application e.g a customer number. The ticket field is used for notes associated with the ticket done in the application and to register if also another end-user in Lime is pinned to the Zendesk ticket.
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