All integrations
Zendesk
Show your support team what each customer watched, beside their tickets.
What you can do
- Create or update a Zendesk user for everyone who fills in a Pellio email form, with the video they filled it in on.
- Keep Pellio user fields up to date on existing users (last video watched, its progress, videos completed, engagement score), so agents see them in the profile beside each ticket.
- With lead scoring, tag hot leads
pellio_hot_lead.
Set it up
- In Zendesk Admin Center, go to Apps and integrations → APIs → Zendesk API and add an API token.
- In Pellio, go to Settings → Integrations and click Connect on Zendesk.
- Enter your subdomain (the part before
.zendesk.com), an admin’s email and the token, then click Connect.
Good to know
- Pellio creates its user fields the first time it needs them, which is why the token is used with an admin’s email.
- Watching a video never creates a user on its own; only a form does.
- Needs the Standard plan or above. Engagement scores need lead scoring on the Advanced plan.
More CRM & email marketing
HubSpotSend video leads to HubSpot as contacts, and keep contact properties updated with what they watched.MailchimpAdd video leads to a Mailchimp audience and send watch events to existing contacts for Customer Journeys.ActiveCampaignCreate ActiveCampaign contacts from video leads and update custom fields with what they watched.
