Set up Automatic Contact Creation for Zendesk

After integrating Yeastar P-Series Cloud Edition with Zendesk, you can enable automatic contact creation. This feature helps Zendesk users build their contacts database, ensuring that all contacts are captured when unknown calls are received or placed in Zendesk.

Prerequisites

You have integrated Yeastar P-Series Cloud Edition with Zendesk.

Procedure

  1. Log in to PBX web portal, go to Integrations > Helpdesk.
  2. On the Zendesk integration page, select the checkbox of Create New Contact Automatically.
  3. In the The Type of Call to Create Contact drop-down list, select specific call type(s).

    • Inbound: Inbound call from an unknown number that doesn't match a "Customer" already in the Zendesk.
    • Outbound: Outbound call to an unknown number that doesn't match a "Customer" already in the Zendesk.
  4. Click Save.

Result

  • When a call is placed to an unknown number or a call is received from an unknown number, a new contact is created in Zendesk.
    Note: The name of an auto-created contact has a prefix of Automatic New Contact followed by the number.

  • If the Contact Synchronization feature is enabled, the new created contact will also be synchronized to the associated phonebook in Yeastar P-Series Cloud Edition.