Set up Contact Synchronization from Zendesk

Prerequisites

You have integrated Yeastar P-Series PBX System with Zendesk.

Procedure

1. Log in to PBX web portal, go to Integrations > Helpdesk.
2. On the Zendesk integration page, turn on Synchronize Contacts Automatically.
3. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synchronized from Zendesk.
   Note: The contacts can only be synchronized to an empty phonebook.

   

4. On the Always Query Helpdesk option, decide whether to search contacts in the Helpdesk real-time.

   

   • If enabled, PBX will query Helpdesk in real time for contact information, and support real-time dial search for Helpdesk contacts in the Linkus clients of the associated extension users.
   • If disabled, PBX will only query Helpdesk when there is no matching information found in the PBX company contacts.
     Note:

     • Enabling this feature will increase API usage, so make sure to monitor your quota accordingly.
     • The real-time search is not supported when masked number is enabled.
5. Click Save.

Result

On Contacts > Phonebooks, the associated phonebook comes with a label .

When the associated extension receives an inbound call from or places an outbound call to a Zendesk contact, the matched contact information will be synchronized to the phonebook in Yeastar P-Series PBX System automatically.