Integrations: Adding Agent Scripts into any CRM

  • Updated
  • Zingtree allows any minimally capable CRM system to open a Zingtree script. Our Salesforce and Freshdesk integrations are good examples. When integrated, you'll have the following benefits:

    1. A button within your CRM system will open a Zingtree script.
    2. Pause and Resume: The script will be tied to the case/ticket in your CRM system.  So if the call is transferred from one agent to another, the second agent can see the history from the first call, and resume the script at the place where the previous agent departed.
    3. Variables can be passed back and forth between your Zingtree scripts and Salesforce Object fields. 

     

    In order to make the integration, you'll need to be able to:

    • Launch a web page from your CRM system.
    • Insert a unique identifier for the case or ticket into the URL. ({TICKET ID} in the example below.
    • Insert the name of the agent into the URL. {AGENT NAME} in the example below.

    The URL you make will look like this:

    <a target="_blank" href="https://zingtree.com/show/{TREE ID}?agent_mode=1&source={AGENT NAME}&session_id={TREE ID}-{TICKET ID}"><b>Agent Script</b></a>

    You will need to substitute for {TREE ID}, {AGENT NAME} and {TICKET ID}. 

    IMPORTANT; Make sure &agent_mode=1 is part of the URL.


  • Zingtree is designed such that any minimally capable CRM system can open a Zingtree script.  Our Salesforce and Freshdesk integrations are good examples. When integrated, you'll have the following benefits:

    1. A button within your CRM system will open a Zingtree script.
    2. Pause and Resume: The script will be tied to the case/ticket in your CRM system.  So if the call is transferred from one agent to another, the second agent can see the history from the first call, and resume the script at the place where the previous agent departed.
    3. Variables can be passed back and forth between your Zingtree scripts and Salesforce Object fields. 

    In order to make the integration, you'll need to be able to:

    • Launch a web page from your CRM system.
    • Insert a unique identifier for the case or ticket into the URL. ({TICKET ID} in the example below.
    • Insert the name of the agent into the URL. {AGENT NAME} in the example below.

    The URL you make will look like this:

    <a target="_blank" href="https://zingtree.com/show/{TREE ID}?agent_mode=1&source={AGENT NAME}&session_id={TREE ID}-{TICKET ID}"><b>Agent Script</b></a>

    You will need to substitute for {TREE ID}, {AGENT NAME} and {TICKET ID}. 

    IMPORTANT: Make sure &agent_mode=1 is part of the URL.


  • Throughout 2022 Zingtree will be upgrading customers to our new faster and more modern user experience! Here's how to tell which experience your Zingtree Authors are currently using.

    Log in to your Zingtree Author account and navigate to My Trees. How does your current My Trees page look?

    Zingtree Classic

    2022-02-25_12-24-51.png

    New User Experience

    mceclip0.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request