How to Integrate Zendesk with Outlook
It is very easy to integrate Zendesk with Outlook via Zapier. Here’s a short guide on how to do it:
- Head over to the left-side panel, then click 'Create'.
- Select 'Zaps' from the list of available options.
- Following that, click the 'Trigger' button on the main dashboard to start the integration process.
- Search for 'Zendesk' afterwards and then select it as the Trigger app.
- Choose your preferred 'Trigger Event' from the list of available options.
- After that, tap 'Sign In'.
- Provide the required information and then click 'Yes, Continue to Zendesk' to proceed.
- Set up the trigger by filling out the input fields with the necessary details.
- Once done, click 'Test' to run the trigger based on your inputs.
- Tap 'Continue With Selected Record' to proceed.
- Search for 'Outlook', then select it as the Action app.
- Click the drop-down menu afterwards and then select your preferred 'Action Event'.
- After that, click 'Sign In' and then provide your Outlook user credentials to proceed.
- Fill out the input fields with the required details.
- Finally, tap 'Test' to publish and activate the integration.
- After completing these steps, your Zendesk account will be integrated instantly with Outlook.