---
title: How to create a ticket with Zendesk integration
description: Zendesk is a CRM cloud-based help - desk tool that, when integrated with your B2Chat account, can optimize your business' or start -up's customer support capabilities.
---

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# How to create a ticket with Zendesk integration

## Zendesk is a CRM cloud-based help - desk tool that, when integrated with your B2Chat account, can optimize your business' or start -up's customer support capabilities.

When you integrate your B2Chat account with a **CRM** *(Customer Relationship Management)* tool like **Zendesk** you can create new contacts, create tickets 🎫 instantly during a conversation with a contact👤 , and attach a conversation to a ticket feed 🎫.

### Activating your Zendesk integration

To set up **Zendesk** on your B2Chat account, follow these steps:

1. Log in to your **Zendesk** account and click on the **Admin** *(administrator)* icon in the menu on the left.  
   ![](https://lh5.googleusercontent.com/g4_J4WacKBo905Q4hYYK_XOI8jHvB7aPF5Rz_fNjdiCkKTRsaQrflrBAsUNH70OVSkr4dmlvdzhtn6IJYqVIdJW6qDqOjDJBF_2c60_drXKbMLWvtKxEv9p232n8K04bA-_0K38V)
2. Click on **Channels** and select the **API** option.  
   ![](https://lh6.googleusercontent.com/vaekc2xP3k9ZjqpdSNECK2Wlsf1aEs66OaCn9xhonu11ayasP7qRjgyyMBAF8AR_NbXX88XFlEgj0GsaEtBhj0P0l3dMtpeAxiNSaUQicGJu92DkvWklaVB8bRwZIOT3GmAffTcA)
3. Approve the **API** terms and conditions of use and click on the **Get Started** button.  
   ![](https://lh5.googleusercontent.com/cVnbxAs0gEF9Ow5BlRd9FfGyny-IL4MEsAhd20lIZ_D0mMRqzDMug93R1Hzh2EVrbt5cs44MZkspfGwDH3M-uekShLt3KsbfvBI4agcsB0QQ6njdXpaaPHZsBWUZN-0t1a5gTqME)
4. Enable the **Token Access** and click the **\[+\]** button to generate an **API** **Token** that will be used to connect to your B2Chat account.  
   ![](https://lh6.googleusercontent.com/IgJUujal3e2FbdaOIc54SPPsXg-38y6mhxBU-oMMKkWkNqkL6BwRSUZoHGAg4St_6QaEip8TmylqmwZoMG5xqS4HavQ_HXKNo1qS7dkfqg9f0wro9s3T8_IS8accAu1gdZU94aEM)
5. Enter a name you wish to use to identify your token and be sure to copy the token in order to send it. Finally, click on the **Save** button 💾.  
   ![](https://lh5.googleusercontent.com/n7-r1xdTqqGKSZA-Md4MtwVsS1szLhlHdbdUuht3PzxOtFgNng83IpFnsaRlg9GpT2OcW0_zud_KOIifo3VzpiF-X-aMBtztYyucX44jg7LwRz59XKzBrIZ-DzN5Bs3QwLPAumCB)
6. Once your token is all set, send it to our email address **support@b2chat.io** or fill in the support form [here](https://help.b2chat.io/kb-tickets/new?hsLang=en), with the following information: 
     1. **Email** 📬 : It is the email associated with the **Zendesk** account with which you generated your token.
     2. **URL** of your **Zendesk** portal: *Ex: geckowall.zendesk.com*.
     3. **Token**: The token that you generated following the previous steps ⬆️.

### Creating tickets with Zendesk

Once you've integrated your B2Chat account with **Zendesk**, you can begin creating tickets from our console. Tickets 🎫 are a great tool for agents 👥 who cannot resolve an incident or answer a request during a conversation and need to assign the case to another agent or department and follow up on it. When creating a ticket, messages sent 📩 within a chat 💬 will automatically be attached to it. This allows agents 👥 to receive detailed feedback on the interaction that took place and a clear idea of ​​the case to be solved.

To create a ticket, follow these steps:

1. To create a ticket, the agent must have the conversation they want to send to **Zendesk** active. At the top of your screen, you will see an icon that says **Create ticket**.  
   ![zendesk-step1-en](https://help.b2chat.io/hs-fs/hubfs/zendesk-step1-en.png?width=688&name=zendesk-step1-en.png)
2. Click on the icon and the ticket will automatically be created in **Zendesk**.
3. Our system will provide you with a number for the ticket you created in **Zendesk**.  
   ![zendesk-step3-en](https://help.b2chat.io/hs-fs/hubfs/zendesk-step3-en.png?width=677&name=zendesk-step3-en.png)
4. Keep in mind that if the contact 👤 does not exist in **ZenDesk**, a new contact will be created associated with the contact who started the conversation in B2Chat. If the contact already exists in ZenDesk *(their email exists in Zendesk)*, only one ticket will be created 🎫 associated with this contact.
5. The ticket will appear in your Zendesk inbox 📥 with the subject *(Ticket from B2Chat)* and without it being assigned to an agent 👥.  
   ![](https://lh6.googleusercontent.com/3PNgL03pq-cxD_HPhJ_nV-WrpwlWOLjgcPefi0dVWIRJc5Yp4b3r2GgFJNB-F-qGnh7xH7xBBA9C4rrarEOAyz-X7SkvFSsXsaZf3Fx36CYnXXtWbn0tUDpjifeI773eT2lM6k7W)
6. Once you've selected the ticket, you can assign it to an agent and view conversation details.![](https://lh6.googleusercontent.com/Rgl0_Gp9HPz4VcqjEZH9chBWW94PeMfuL3_VRDN_EjXXbpTlP6RkppSlWjIaQElkbAdsS0rAU9aKUo7mwzY6VEg42tmYRcE41oIxVko9HUE8PlnG9pVNJq-yiP2gCGNZAnmIcDPM)
7. The agent will be able to continue with ticket management in Zendesk without any issues.

❗It is important that an email 📬 is provided in the contact information👤 as this is the user's ID in Zendesk. If there is no email available, the system will not allow you to create the ticket🎫

 

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