Slack Salesforce Service bi-directional integration
Work in Slack and/or in Zendesk and Worknet will ensure that both environments are in sync. Take advantage over Zendesk SLA and Knowledge management and Slack's ability to get teams to effectively collaborate and help each other.
What Worknet can do for you
upsell/cross sell
ticket deflection
customer satisfaction
“Worknet’s ability to turn threads into Zendesk tickets was a game changer for us”
Director of Customer Support, Enterprise Accounts
Two clicks setup
- Install the Slack Worknet app
- Connect it to your Zendesk by simply typing the subdomain
- Bi-directional sync is enabled
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Create a ticket
- Click the emoji and a ticket is created
- You can modify certain properties from Slack Including:
- Status
- Prioirty
- Assignee
- Type
- Tags
Sync messages & auto status update
Messages posted in Slack will be synched to Zendesk
Messages posted in Zendesk will be posted back to Slack
Status will automatically be changed based on messages.
As en example when a customer sends a Slack message the Zendesk ticket will be reopened.
Support internal notes
- You can add an internal notes only for your team in Slack
- It'll be synchronized back to Zendesk as an internal note
- And you can post an internal note in Zendesk which will be shown in the Slack thread only for your team
Reports
- Obtain service metrics regarding Slack messages.
- See customer success metrics such as first touch, response time and time-to-resolution.
- Present team productivity in a leaderboard.
Integrated Controls
- Seamless integration with Salesforce and Zendesk.
- Intelligence identifies and creates tickets from messages.
Trusted partner
SOC 2 Type II compliant for data security
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