Set up Contact Synchronization from Zendesk

After integrating Yeastar P-Series PBX System with Zendesk, you can enable a one-way contact synchronization to synchronize the Zendesk contacts to a specific PBX phonebook.

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, select the checkbox of 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. 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.

Note: This is a one-way sync from Zendesk to Yeastar P-Series PBX System, therefore the associated phonebook and the synced contacts are read-only.