It is not uncommon for a company to use multiple Zendesk instances. A company may choose to have multiple Zendesk instances to support multiple business groups within the company or because of mergers and acquisitions. However, most of the time the company will still have a single CRM instance where all of their customer data lives. The challenge is then how to link all of those Zendesk apps with a single CRM.
Now Supporting Multiple Installs
With the latest Fanatically Zen release it is now possible to sync multiple Zendesk instances with a single SugarCRM or SuiteCRM instance.
Have an instance for different product lines?
You can do that.
Do different departments run their own Zendesk apps?
Sync them all to Sugar.
How does it work?
Do you want a contact in Sugar to exist in all Zendesk instances?
You can do that.
Do you want to have that contact only live in a specific Zendesk instance?
Hey, no problem-o. That can be done as well.
View Zendesk Tickets in Sugar
Does a customer belong in more than one Zendesk instance? All tickets from all of those instances will be displayed in a single dashlet in Sugar. Each ticket will show a label that specifies the exact Zendesk instance it is from.
If your customers exist in only one Zendesk instance, you can select a field that determines which Zendesk instance we should lookup tickets in.
View Sugar data in Zendesk
With multiple installations of Zendesk you can define custom views in each for which data from Sugar should display.
This is especially handy when employees in the first Zendesk instance only need access to certain CRM fields while employees in the second Zendesk instance need access to other CRM fields.
Syncing Zendesk Data to Sugar
When it comes to syncing Zendesk data to Sugar, it is possible to configure exactly which modules the Zendesk data gets synced to. You can can sync Zendesk Tickets to CRM cases, Zendesk Contacts to CRM Leads, you can sync to custom modules and custom fields. It is very flexible.
When you have the Zendesk to Sugar syncing enabled with multiple Zendesk instances syncing, you choose exactly which data syncs to Sugar for each Zendesk instance.
How Do I Get Started?
Fanatically Zen with Sugar and Zendesk
Enable your support and sales teams by giving them the visibility they need. With this Zendesk and SugarCRM integration your teams will be able to stay up-to-date on all relevant records whether you are in Zendesk or in Sugar.
Keep track of your remote meetings in Sugar® CE or SuiteCRM? See your meetings and plan your routes visually by using this map add-on. Display all of your meetings on a map right from your Calendar.
Search more quickly and effectively with Dynamic Search. Using the name search field you can filter by any field in the list view to more quickly drill down to the exact records you need.
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