Help Center

Account Settings > Contacts > CRM Integrations > Integrate Desk

Last Updated: Nov 15, 2016 05:21AM EST

More and more tools are being used to improve a company's customer support, and Salesforce Desk is one of those. For you to be able to have an even better workflow, we made it possible to Integrate the tool with CX Social. We'll walk you through how to do this.
 

It all begins in Account Settings > Contacts > CRM Integration. If you don't have any integrations yet, your screen will look like this:
 


To integrate Desk, click the Desk button. You'll see a pop-up window asking you for the domain. The domain is the word standing between 'http://' and '.desk.com' in your URL (in this case, the company name).


 

You'll then be redirected to Desk where you'll have to grant CX Social access. Simply check the 'Grant Access' box and click the OK button. 
 



You'll be taken back to CX Social where you'll see Desk added to the list of active integrations. 


 

CUSTOM FIELD


As you can see in the pop-up window (or the error message if you've ignored it), you need to add a custom (case) field to Desk to be able to integrate it with CX Social. You'll have to name the custom field 'engagor_contact_id'. You can find more information on creating custom fields in Desk in one of their support articles:
https://support.desk.com/customer/portal/articles/2619-custom-fields-for-case-and-customer

Contact Us

support@engagor.com
http://assets3.desk.com/
false
engagor
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete