How to Use RingCentral With Zendesk

RingCentral is the leading global cloud-based business communications platform. RingCentral integrates a complete solution that includes phone, video and messaging capabilities for businesses of any size. As an extension of your inhouse IT team, it will help you reduce costs and grow your company’s revenue with greater efficiency.

Connect RingCentral with Zendesk for a fully integrated company phone and help desk solution. The RingCentral Zendesk connection is straightforward, with just three steps required. Your agents will be able to provide exceptional client experiences while also increasing efficiency once they are connected. Follow the steps below to connect both services and install the app, and then learn how to get the most out of RingCentral and Zendesk.

1. Subscribe to Eligible RingCentral & Zendesk Plans

To complete the RingCentral Zendesk connection procedure, you must have active accounts with both Zendesk and RingCentral. Only two RingCentral versions link to Zendesk: Premium and Ultimate. While all Zendesk Suite plans offer phone connectors, only two RingCentral versions connect to Zendesk: Premium and Ultimate.

RingCentral Plans & Pricing

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When paid yearly, RingCentral provides four voice-over-internet-protocol (VoIP) options, beginning at $19.99 per user, each month. All of them come with a local or toll-free phone number, document sharing, and unlimited calling in the United States and Canada. To combine RingCentral with Zendesk, you’ll need one of the following RingCentral plans:

  • When paid yearly, the premium costs $34.99 per user per month.
  • When paid yearly, Ultimate costs $49.99 per user, each month.

Payment options are also available on a monthly basis. Plus, with an annual subscription, costs for firms with 100 or more users decrease to $32.99 (Premium) and $42.99 (Ultimate) per user, per month. Check out our RingCentral review if you’re not sure which plan to choose.

Zendesk Plans & Pricing

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Zendesk offers five RingCentral-compatible Zendesk Suite options. Zendesk also provides support and sales-only versions, albeit they may not include telephonic connectors. Whether you already have a subscription, such as Zendesk Sell, check with Zendesk to see if RingCentral integration is available. Otherwise, choose one of the following options:

  • When invoiced yearly, Suite Team costs $49 per agent each month.
  • When invoiced yearly, suite growth costs $79 per agent each month.
  • When invoiced yearly, Suite Professional costs $99 per agent each month.
  • When invoiced yearly, Suite Enterprise costs $150 per agent per month.
  • When invoiced yearly, the custom plan costs $215 per agent each month.

2. Download & Install RingCentral for Zendesk

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You’ll need to download and set up the RingCentral for Zendesk app after subscribing to an appropriate plan. Go to the RingCentral App Gallery on the newest version of Chrome, Internet Explorer, Firefox, or Safari on your Windows or Mac computer. The RingCentral for Zendesk app may then be found using the search box.

To get the best results, disable pop-up blockers in your browser and then click the “Sign-in to continue” option. Set up your RingCentral for Zendesk account after it’s been downloaded:

  • Tap the Admin icon after logging in as an administrator.
  • RingCentral may be found by going to Apps, selecting Marketplace, then searching for it.
  • To install the RingCentral app, go to the App Store and search for RingCentral. Select your account and click Install.
  • This will take you back to the Admin page, where you may input your login information.
  • After that, press install to link your RingCentral account to your Zendesk account.

3. Complete the Zendesk installation

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Open the Zendesk app on your phone. The RingCentral symbol may be seen in the upper right corner. It will take you to the RingCentral login page if you click on it. Fill up your information and click “Sign In.” You may make and receive calls using either RingCentral or Zendesk now that your RingCentral and Zendesk connection is complete.

The Advantages of Using RingCentral with Zendesk

Zendesk has a number of useful RingCentral capabilities, including the ability to examine voicemails, SMS, and faxes. Agents may utilize one interface to engage with clients, record information, and automate help desk requests once RingCentral and Zendesk are connected. As a consequence, businesses may easily meet their customer service and productivity objectives.

Here are some ways a RingCentral Zendesk integration might help your agents and organization perform better:

Boost Productivity

Your agents save time by automating repetitive processes and keeping all conversations in one place. For new or missed calls and voicemails, your system administrator may set up automated ticket generation. All help tickets are searchable by status and contain a link to any current voicemail (if any).

In Zendesk, the click-to-dial tool allows your agents to call directly from a help desk ticket or a client profile. Furthermore, the RingCentral Zendesk connection allows your agents to search both RingCentral and Zendesk contacts from a single location.

Reduce the time it takes for new agents to get up to speed.

It takes time to train new agents on your contact center or a corporate phone system, as well as support ticket software. Instead, you may make Zendesk training a priority and educate your agents on how to integrate RingCentral with Zendesk. While there is still a learning curve, educating new representatives on only one system cuts down onboarding time, allowing them to go live sooner.

Increase your visibility

Using both platforms offers your company access to a wealth of information. RingCentral, for example, offers statistics and trends to assist you in better understanding use and consumer behavior. Important key performance indicators (KPIs) such as average handling time are also covered by the analytics.

Zendesk, on the other hand, provides customer support analytics in the form of configurable, prebuilt dashboards and visualizations. These allow you to monitor and learn from interactions across a variety of channels, including phone, text, email, chat, and social media.

Improve the Customer Experience

Users may read about past conversations before phoning a client or picking up their call in Zendesk support tickets, which include a section for notes. Client information is also shown on pop-up displays for incoming calls. Full call histories and work logs are included in customer records. Each option allows agents to adapt their greetings and approaches to specific callers, resulting in more personalized experiences on both incoming and outgoing calls.

Most Commonly Asked Questions (FAQs)

Is it possible for me to assist two consumers at the same time?

Yes, if you’re on a call and another one comes in, you may either save your current ticket and go on to the next caller, or the system will register the incoming call immediately. For voicemails, you may also set up automated production of assistance tickets.

Is RingCentral for Zendesk compatible with mobile devices?

No, the RingCentral for Zendesk app only works in a browser and isn’t compatible with mobile devices. A desk phone linked to a Windows or Mac computer is required for agents. Agents may, however, continue to utilize RingCentral and Zendesk’s other smartphone applications.

Is it possible to examine presence data in the app?

RingCentral for Zendesk syncs with other RingCentral apps and displays real-time presence statistics for teams. Do not disturb, available, invisible, and busy are all options for status.

Conclusion

It might be difficult to provide good customer service. The gap between agents and clients is bridged by integrating your help desk and corporate phone system. Client information is at your agents’ fingertips with Zendesk, while RingCentral maintains a consistent connection. To gain visibility and increase performance, combine the information from both services.

Select RingCentral’s Premium or Ultimate package to get started with the RingCentral for Zendesk app. Alternatively, you can sign up for a free trial that includes 50 minutes of domestic calling per user for up to five users.

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