Integrating with Zendesk

Zendesk builds software-as-a-service products for customer support, sales and communications.

You can leverage Ortto’s powerful campaign, reporting, and dashboard features on your customer support data from Zendesk.
To do this, proceed through each of the following procedures to integrate Ortto with your Zendesk service as a data source.

Zendesk prerequisites

This integration process assumes you have an operating Zendesk service, and a Zendesk user account with the Administrator role and its level of access to this service.

Connect from the Zendesk App directory

Use this procedure to complete the integration between Ortto and your Zendesk service from the Zendesk App directory’s entry for Ortto, by establishing the connection between the products.

If you had initially followed the Getting started page’s Create an Ortto account procedure, then follow this equivalent procedure in the Data sources section instead.

  1. On the Zendesk App directory’s entry for Ortto (Autopilot), click the How to set up tab.

  2. Follow step 1 of the Signing up with a new Autopilot account procedure to sign up to Ortto (using the special link).
    The following steps provide details that expand upon the instructions on the How to set up tab.

    1. On the Ortto Sign up page, specify your First name, Last name, Email address, and Password in the appropriate fields.

    2. Click Continue with integration.

    3. Check your email inbox for your Ortto account verification email message, and click Verify email address in this message to verify your email address.

    4. In the resulting Hi 'your name' page, enter the following details about your business:

      • Business name,

      • Account name (initially suggested based on your Business name),

      • Website URL,

      • Phone number, and

      • How many contacts do you have? (choose the approximate range of customers/people that your Ortto account will be managing).

      Ensure your Account name is correct before continuing. This value affects the URL you use to access Ortto through your web browser, and it cannot be changed.
    5. Click Next to proceed.

    6. On the Connect to Zendesk page, enter your Zendesk account name in the Account field, which is the first part of your Zendesk service’s base URL:

      https://<zendesk-service-account-name>.zendesk.com/
    7. Click Next.

  3. On the Allow autopilot to access your Zendesk account? click Allow to allow Ortto to connect to your Zendesk service through the currently logged in Zendesk user account.

    If you are not yet signed in to Zendesk, specify your relevant Email address and Password credentials and click Sign in. You will then be prompted to click Allow.

  4. When the Zendesk …​ Congratulations page appears (which does so if the connection was successful), click Next.

  5. On the Business address page, specify the physical address of your business, and click Next.

  6. On the Email setup page, ensure your email details are correct, and click Next.

  7. On the Brand setup page, use the various options provided to customize the appearance of email messages Ortto sends. A preview of a sample email message is provided on the right as you alter options on the left.

  8. Once you have set up your branding, click Next.

  9. On the Links and social setup page, use the options provided to add any social media links to your email messages, and click Next.

  10. On the Select a plan page, choose between the Free or premium feature plan trial, and click Next.

That’s it! Your Ortto account is now connected to and integrated with your Zendesk service.
Click Launch Ortto to access the main product interface.