We all know that connection is crucial. We connect to electricity to turn on our lights and to charge our phones. We connect with old friends over dinner. Playvox extends that connection to your customers, too. That’s why we’ve made it easy to connect your Zendesk or Kustomer CRM to our VoC product.
Before You Begin
Read this article to get familiar with Playvox Integrations in general (if you haven’t already). It’s a quick read, and has some really important info.
Embrace your title. You’ll only be able to connect VoC to your integration (either Zendesk or Kustomer, for now) if you are an Admin User in Playvox AND within your CRM.
Note: You may want to read up on our user roles in this article. |
Connect your CRM to Playvox
1. Go to Settings>Integrations.
2. Click the New button.
3. Select Zendesk or Kustomer.
4. Enter the required information and then click Accept.
Note: See this article for Zendesk requirements and this one for Kustomer. |
Enable VoC
Go to Settings>Integrations if you’re not there already.
2. Click Actions > Edit next to your chosen CRM (Zendesk or Kustomer).
3. Click the box to turn it green, then click Accept.
This will allow the creation of VoC triggers and targets in your CRM. Read more about that here.
Note: You may also want to check out the VoC Permissions Settings to make sure your permissions are set up exactly the way you prefer. |
Great work! You’re now connected. Feels nice, huh? Check out these other articles for more information:
Creating and Managing VoC Surveys