Setting up the CFM Zendesk Connector/Connection allows you to securely connect your Zendesk account with Sprinklr from the CFM Marketplace/Platform Connection Manager. This establishes the foundation required to enable data exchange and unlock Zendesk‑powered workflows within Sprinklr CFM.

Refer to this article for more details related to use cases and key features.

Prerequisites

You would need View Automation, Edit Automation and Delete Automation permissions at the Survey Level inorder to set up Zendesk Event Based Workflow.

You would also need to integrate application permissions to create and manage Zendesk Connector in Sprinklr Marketplace.

Setting Up Zendesk Connectors

You can setup Zendesk connectors in two ways:

• Marketplace

• Connections Manager

Setting Up Zendesk Connections through Connections Manager

Follow the steps below to create workflows through Zendesk Connections Manager:

1. Navigate to All Settings and then go to APIs and Integration and then navigate to Connections Manager on the left pane.

2. In the Connections Manager, click Create Connection in the top-right corner.

   

3. In the Select Connection Type window select Zendesk and click Next.

   

4. Go to Connections Details window and fill in the details:

   

   1. Connection Name: Provide a Connector Name.

   2. Description: Add the purpose or context for the Zendesk connection.

   3. Module Types: Select the Sprinklr modules that will make use of this Zendesk connection. This selection determines the permissions (Scopes) needed for the integration. Please choose CFM from the dropdown menu.

   4. Scopes: Scopes indicate the specific permissions needed for integrating chosen modules with Zendesk. The permission values are derived from the Module Type selection and can be modified according to the requirements.

   5. Sub Domain: Enter your Zendesk subdomain to enable authorization.

   6. Click Save.

5. Click + Add User and signin to Sprinklr Dev portal. Authenticate your Zendesk account to Sprinklr by entering your Zendesk ID and password. After successful authentication:

   

   1. Your installed app will now appear under Installed Apps

   2. You can edit the app to update the name, description, Zendesk user and manage visibility

   3. If the integration is no longer required, you can also uninstall the app from this section.

Install Zendesk Connector using Marketplace

1. Navigate to Customer Feedback Management Persona App and then go to Marketplace.

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2. Select Zendesk App from the “Available Apps” in Sprinklr Marketplace and click Install.

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3. In the Install Zendesk section, fill in the details:

   1. App Name: Provide a Connector Name.

   2. Description: Add the purpose or context for the Zendesk connection.

   3. OAuth Details: Add the OAuth details to securely connect to Zendesk through OAuth and click Next.

4. Go to Add Zendesk User section and click + Add User and authenticate using your Zendesk Admin credentials to complete the connection.

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5. Authenticate your Zendesk account to Sprinklr by entering your Zendesk ID and password. After successful authentication:

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   1. Your installed app will now appear under Installed Apps

   2. You can edit the app to update the name, description, Zendesk user and manage visibility

   3. If the integration is no longer required, you can also uninstall the app from this section.

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