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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#4303 - trigger on business rules

Closed Bug? created by pierre1 4 years ago

This trigger (automatic) Fanatical Zendesk - SugarCRM Trigger has no more action notification target Could you please told us what we should register ?
screenshotattached

thanks for your quick feedback

regards

Fanatical Labs Provider Affiliate
4 years ago
Hi Pierre,

Thanks for reaching out. It looks like that screenshot didn't make it through but it sounds like the trigger that should send data from Zendesk to Sugar isn't firing. To confirm, is the trigger active? This trigger is responsible for sending information gathered from a Zendesk ticket and creating cases, contacts, and accounts in Sugar.

You should be able to re-connect to Sugar to resolve this issue. Can you walk through the steps below? You can then test the trigger is working by creating and updating a ticket in Zendesk and seeing it create a case in Sugar.
1. Within your CRM, navigate to Admin.
2. Click Zendesk Configuration (towards the bottom of the page.)
3. Navigate to Step 3 of the configuration and ensure your Zendesk domain appears accurately
4. Click the large Zendesk icon that says Click Here to Connect (Note: you may already see a green message indicating you are already connected. Click the button to connect again even if this message appears.)
5. The page should redirect back to Sugar.
Let me know if that doesn't resolve things for you.

Best, Heidi
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pierre1
4 years ago

Hi We have followed the 5 step and all looks ok
but in our Zendesk we still have a problem on the trigger

On the screenshot (please confirmed you've it) It looks that this trigger is not correctly registered

Can we remove this trigger ?
What this trigger is for ?

Regards

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pierre1
4 years ago

You can close this issue regards

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Fanatical Labs Provider Affiliate
4 years ago

Hi Pierre,

Thanks for letting me know this has been resolved.

Please let us know if you need anything further.

Best, Heidi

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