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.
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
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.
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.
For additional support, contact TSC support via zendeskapp@theservicecorporation.com
Apps lassen sich direkt in Ihrem Account installieren