Zendesk person fields
Overview
Zendesk end users and customers are merged as people (contacts) into your customer data platform (CDP) on the initial connection with Zendesk.
Accessing Zendesk person fields
Navigate to Settings > Customer data > Fields > Select All > Zendesk.
Working with Zendesk contacts
You can view and filter your Zendesk contacts on the People page in Ortto.
- Click the cog icon to customize field visibility and add or remove Zendesk fields.
- Use filters to find contacts based on Zendesk person fields or activities.
EX: To see all contacts created in Ortto via the Zendesk integration, go to the People page and filter for Initial source is Zendesk.
How to filter by Zendesk fields:
- Go to the People page and click Filter.
- Select Zendesk contact, then choose the fields to filter by.
- Click Done.
Learn more about Zendesk activities.
Learn more about creating filters.
Person fields added from Zendesk
This table lists the Zendesk person fields that are added to your Ortto account after integrating Ortto with Zendesk.
Field | Type | Description |
|---|---|---|
External ID | Text (string) | A unique identifier from another system for the Zendesk contact. |
Name | Text (string) | The Zendesk contact’s name. |
Text (string) | The Zendesk contact’s primary email address. | |
Phone | Text (string) | The Zendesk contact’s primary phone number. |
First name | Text (string) | The Zendesk contact’s first name. |
Last name | Text (string) | The Zendesk contact’s last name. |
Timezone | Text (string) | The Zendesk contact’s timezone name. |