Integration Guides

Universal Connector - CX Actions

• CX Actions: Universal Connector Framework

Salesforce

• Salesforce: How to Integrate
• Inserting or Updating Salesforce Objects
• Adding Zingtree Session Data to Salesforce Forms
• Send Email using Salesforce Email Templates

Zendesk

• How to Setup Zendesk Agent Scripting with Instant Notes - Version 19.6
• Create New Zendesk Tickets from a Node
• Zendesk Tip: How to send ticket data from Zendesk to Zingtree
• Zendesk App: Agent Scripting with Instant Notes - Overview and Benefits
• How to add Zingtree Session Data to a Zendesk ticket form:
• Zendesk App: Support

See all 9 articles

Freshdesk

• Create New Freshdesk Tickets from a Node
• Freshdesk: How to Integrate with Freshdesk Tickets and Portal Pages

Five9

• Setup Zingtree in Five9

Kustomer

• Kustomer Integration Setup

Zoho

• Zoho Desk Integration Setup

Avaya

• Avaya Integration

Cisco Finesse

• Cisco Finesse Integration

Zingtree API

• API: How to Get a Link to a Session Transcript
• Zingtree API
• API: REST API

Docusign & PDF Forms

• Docusign Integration
• PDF Forms

Intercom

• Intercom.io Chat Integration

Other CRM

• Integrations: Adding Agent Scripts into any CRM

Slack

• Slack Integration

Zapier

• Integrations: How to Use Zapier to Send Data to 5000+ Popular Apps

Wordpress

• WordPress Plug-In

Mailchimp

• Mailchimp Integration

Chrome Extension

• Zingtree Chrome Extension