Fanatically Zen with SugarCRM and Zendesk

Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and Sugar integration, your teams will be able to stay up-to-date on all relevant records whether they're working in Zendesk or SugarCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

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#3136 - Zendesk tickets not showing up in SugarCRM

Closed Installation created by jordyschoonhoven1 6 years ago

Hi Support tea,,

I installed the basic version of the Zendesk-sugarcrm integration module.

I installed it on our sandbox environment of Sugar https://novilitytest.sugaropencloud.eu After connecting to our zendesk account (https://novility.zendesk.com) and adding the zendesk dashlet I expect to see some tickts from some demo data. We used in both system the same email adress. In Zendesk we can see correct Sugar data in Zendesk App, but nothing shows up in Sugar dashlet.

Please advice.

Thanks,

Jordy

Chad Hutchins
6 years ago

Hi Jordy, thanks for the extra details. I saw your other email from this morning as well.

Give this page a quick read and tell me if you are trying these scenarios: https://www.sugaroutfitters.com/docs/zendesk-sugarcrm/what-to-expect

Look at the "If you are in Sugar" scenarios. If that's what you are doing and you are still not seeing tickets, let me know. I think the best next step will be to setup a quick screenshare so I can take a look: https://calendly.com/fanaticallabs/zendesk-support-meeting

Thanks!

reply
- jordyschoonhoven1
  6 years ago
  
  Hi Chad,
  
  Sorry for the mess, but I tried different channels to solve the issue. I will ignore all others and only use this ticket to find. a solution. I already read that article, but still no idea to get zendesk tickets in Sugar dashlet.
  
  In zendesk I perfecly see all related contacts, Leads etc.
  
  Best,
  
  Jordy
  
  reply
- Chad Hutchins
  6 years ago
  
  Hi Jordy, no worries. They all go to the same place. Working from this ticket works for us.
  
  Let's have a quick call. Are you available right now? If so, let me know. I have some availability right now.
  
  If not, please pick a day/time that works best for you here: https://calendly.com/fanaticallabs/zendesk-support-meeting
  
  reply
- jordyschoonhoven1
  6 years ago
  
  Pklease call me now on +31 622605511
  
  reply
- Chad Hutchins
  6 years ago
  
  Can you please join me here? https://global.gotomeeting.com/join/866085853
  
  We'll be able to screenshare using GotoMeeting. Thanks!
  
  reply
Chad Hutchins
6 years ago

Hi Jordy, thanks for the quick call. I will close this case out now.

For anyone else who finds this, be sure to add the dashlet named "Fanatical Zendesk" when adding the dashlet. Any other "Zenesk" dashlets are likely from the old Zendesk integration and will not display any tickets.

Thanks!

reply