Agillic
Connect your Agillic Instance to Zendesk
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About this app
Enrich your Zendesk case view with data from your Agillic Instance. Use it to:
- View a recipient's relevant data fields
- Trigger communications or Side-Effects
View a recipient's Agillic communication history and interactions
- If they aren't in your Agillic database: with the customer's consent, send their email to Agillic and execute a double opt-in flow
This is all for a more complete view of your customers.
See a full demo of the integration in action!
Learn more about Agillic on our website.
Informatie over app
Installatie-instructies
To successfully use the app, you must have an Agillic instance and license. Install the application, and configure the relevant fields with:
- An authorization token
- A selection of the views you want visible
- The Agillic data model fields you want to display
- Descriptions and names of Agillic Events (up to 3) available to trigger
See the detailed end-to-end setup guide in our Agillic Knowledge Base.
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