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How to Set Up a Streamlined Pendo Zendesk Integration

In today’s fast-paced business landscape, customer satisfaction is key to success. That’s where Zendesk and Pendo come in – two powerful tools that help businesses improve your customer experience. 

Zendesk is a customer service platform that allows businesses to manage their customer interactions through multiple channels, while Pendo is a product analytics platform that provides insights into user behavior. The Zendesk-Pendo bi-directional integration is a match made in heaven, allowing businesses to gain deeper insights into their customers’ needs and preferences. 

In this article, we’ll take a closer look at the Zendesk-Pendo integration, its benefits, limitations, and why Syncari is actually the best solution for integrations and synchronization.

[ Related: How to Setup a Streamlined Zendesk Jira Integration ]

What are the benefits of the native Zendesk-Pendo integration?

The Zendesk-Pendo integration offers a range of benefits for businesses looking to improve their customer experience and gain deeper insights into their customers’ needs and preferences. Some of the key benefits of the integration include:

  • Improved customer experience: By combining Zendesk’s customer service capabilities with Pendo’s product analytics, businesses can provide personalized and efficient support to their customers, leading to faster issue resolution and higher customer satisfaction.
  • Better customer insights: The integration provides valuable insights into customer behavior and preferences, allowing businesses to make data-driven decisions when it comes to product development and marketing.
  • Increased efficiency: With real-time data syncing, customer support teams can quickly access the information they need to provide personalized support, leading to faster issue resolution and ultimately, increased efficiency.
  • Enhanced collaboration: The integration allows for seamless collaboration between customer support and product development teams, enabling businesses to work together to address customer needs and improve their overall product offerings.

Overall, the Zendesk-Pendo integration provides businesses with a comprehensive solution for managing customer interactions and gaining valuable insights into customer behavior, ultimately leading to improved customer satisfaction and increased revenue.

[ Related: Building Automations with Pendo & Salesforce | Sync Demo ]

What are the limitations of the native Zendesk-Pendo integration?

While the Zendesk-Pendo integration offers a range of benefits, there are also some significant limitations to consider. Some of the key limitations of the integration include:

  • Lack of customization options: The integration may not provide as much flexibility for customization as some businesses require. This can limit their ability to tailor the integration to their specific needs and preferences.
  • Compatibility issues with certain platforms: The integration may not be fully compatible with all platforms and systems, which can make it difficult for businesses to fully utilize the integration’s capabilities. This is really important if you are connecting Zendesk and Pendo and another system, such as your CRM.
  • Limited automation capabilities: While the integration provides real-time data syncing, there may be limitations when it comes to automating certain tasks and processes. This can impact the overall efficiency of the integration.
  • Delayed Data: There may be some delays in data synchronization between Zendesk and Pendo, which can result in incomplete or outdated data being displayed in Pendo.
  • Data Capture Limitations
    • Pendo is not able to capture data for all types of Zendesk tickets. Pendo can only capture data for tickets that are created using a web form, and not for tickets created through email or chat.
    • Pendo can only capture data for end-users who have interacted with your product after the integration is enabled. It cannot capture data for historical interactions.
  • Additional Costs: This integration is available as a paid add-on for all Pendo subscriptions unless it is the only integration and your team has the Portfolio plan.
  • Other Limitations
    • Pendo does not support multi-brand Zendesk accounts, which means that if you have multiple brands set up in Zendesk, you will only be able to capture data for one brand.
    • If you need the Zendesk Chat snippet, you’ll need an engineer’s help. 
    • The integration only works for Pendo accounts that have the “Product” module enabled.
    • Pendo integrations are only available for Zendesk Help Center and Chat products using Zendesk Web Widget (Classic). 
    • Integrating with Zendesk Messaging using the new Zendesk web widget is not supported by Pendo. Additionally, Messaging does not offer Zendesk Help Center and Chat, and third-party integrations are currently not supported by Zendesk.

It’s important for businesses to carefully consider these limitations when deciding whether the Zendesk-Pendo integration is the right solution for their needs. While the integration can provide significant benefits, it may not be the best fit for every organization.

Why Syncari is the Best Solution for Integrations and Synchronization

While the Zendesk-Pendo integration provides a range of benefits for businesses, some may find that they require more robust integration and synchronization capabilities. That’s where Syncari comes in. Syncari is an integration platform that provides a comprehensive solution for data integration, synchronization, and management.

One of the key benefits of Syncari is its ability to provide near real-time, bidirectional and stateful synchronization between Zendesk and Pendo. This means that businesses can have a complete view of their customers’ interactions and behavior, allowing for more personalized support and better decision-making. Syncari also offers a range of customization options, giving businesses the flexibility to tailor their integrations to their specific needs and preferences.

When compared to other integration tools, Syncari stands out for its ease of use and comprehensive functionality. Unlike some other integration platforms, Syncari is designed to be accessible to users of all levels of technical expertise, with a simple and intuitive interface. Additionally, Syncari’s ability to handle complex data structures and automate processes sets it apart from other integration tools.

Customers have seen significant success using Syncari for their integrations and synchronizations. For example:

Overall, Syncari is the best solution for businesses looking to fully integrate and synchronize their Zendesk and Pendo data. With its ease of use, comprehensive functionality, and proven success, Syncari is the ideal choice for businesses looking to improve their customer experience and gain a competitive edge in today’s fast-paced business landscape.

[ Related: Learn how other companies use Syncari ]

Example of How and Why to Incorporate Syncari

As customer service becomes an increasingly important aspect of business, it’s important to prioritize and optimize customer interactions. The integration between Zendesk and Slack is a powerful tool for streamlining customer service, but incorporating Syncari takes it to the next level. Here are a few examples of how and why to incorporate Syncari into your Zendesk-Slack integration:

Prioritizing Customer Service

Syncari can help you prioritize customer service based on a few different factors. For example, you can use payment status to determine which customers should be given priority. Customers who are behind on payments may not be the highest priority for customer service. On the other hand, customers who are actively evaluating the company for an upsell may need a highly escalated ticket that is immediately sent to a rep or an engineering team.

Automating Ticket Creation

When customers hit multiple errors, it can be useful to automate the creation of a ticket. This not only saves time but also ensures that the issue is addressed promptly. With Syncari, you can create automated tickets that are sent to a rep or an engineering team, depending on the severity of the issue.

Proactive Customer Service

One of the biggest benefits of incorporating Syncari into your Zendesk-Slack integration is the ability to proactively create tickets for recurring errors and issues that multiple customers are experiencing. This not only saves time for your customer service team but also shows your customers that you are actively working to improve their experience with your product or service.

Driving Additional Revenue and Value

By using Syncari to shift from a responsive to a proactive approach to customer service, you can drive additional revenue and value. For example, if you notice that multiple customers are experiencing the same issue with a particular feature, you can proactively create a ticket and assign it to an engineering team in Jira via Syncari. By fixing the issue quickly, you can ensure that your customers are happy and that they are more likely to continue using your product or service.

 

Incorporating Syncari into your Zendesk-Slack integration can help you streamline your customer service process, prioritize your customers effectively, and proactively address recurring issues. By doing so, you can improve customer satisfaction, drive additional revenue, and enhance the overall value of your product or service.

[ Related: The B2B Customer Data Model: why it matters and how to build one ]

What’s best for your business?

In conclusion, the Zendesk-Pendo integration is a powerful solution for businesses looking to improve their customer experience and gain valuable insights into customer behavior. While the integration offers a range of benefits, it also has limitations that businesses need to consider. 

For those requiring a more robust integration and synchronization platform, Syncari is the ideal solution. With its real-time bidirectional synchronization, customization options, and automation capabilities, Syncari provides businesses with a comprehensive solution for data integration, synchronization, and management. 

Customers have seen significant success using Syncari for their integrations and synchronizations, making it the top choice for businesses looking to gain a competitive edge and improve their overall customer experience.

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