Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and Sugar integration, your teams will be able to stay up-to-date on all relevant records whether they're working in Zendesk or SugarCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.
#2801 - Recent Opportunities Not Visible in ZenDesk
We have just installed the integration today. Zendesk tickets are visible in Sugar and working well. Contacts and Accounts are visible in Zendesk, but recent opportunities are not visible and they are our primary use case for the integration. Have we made a mistake in the installation? or are there adjustable settings in Zendesk?
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webdev1- Aoba Hopkins Information Management
7 years ago
Hi Kyle, thanks for starting the trial and giving it a try!
You should be able to see the Opportunities coming through on the Zendesk side if they are related to the Contact who is on the Zendesk ticket. Here's an overview of what you should expect to see: https://www.sugaroutfitters.com/docs/zendesk-sugarcrm/what-to-expect
Give the "If you are in Zendesk" scenarios a look and let me know if that is not what you see.
If not, go here and schedule a day/time we can have a quick screenshare so I can take a look at it with you: https://calendly.com/fanaticallabs/zendesk-support-meeting
Thanks!
7 years ago
Hi Kyle, just following up on this.
Are you able to see the Opportunities now? If not, let me know so I can help get things running for you.
Thanks!
7 years ago
Hi Chad,
Thank you very much for your follow-up and apologies for my delayed response. We still aren't able to see opportunities in Zendesk. Next week is less hectic and I could be available for a screen share to see if we are able to get what we need into Zendesk. I used the Calendly link above to request a time for it.
Chers,
Kyle
7 years ago
Got it. Thanks for setting up a time for the screenshare.
Looking forward to the chat. Talk to you then!
7 years ago
To follow up here, Kyle and I were able to get on a call today to look at his system.
For the Opportunities to show up on the Zendesk side when viewing a Ticket or User, the Opportunity needs to be related to the Sugar contact record.
I'm going to close this case out for now. Definitely let us know if anything else comes up. Thanks!