Zendesk

Zendesk

Zendesk is a customer service platform for ticketing, messaging, live chat, voice, and IT service management.

What Jolly reads from Zendesk

  • Customer or account records

    Every customer, account, or guest is a standing record, so performance reads against a named person rather than an anonymous transaction.

  • Ownership by rep, agent, or associate

    Deals, cases, and tickets are commonly assigned to an individual, which is what turns a company-wide total into a per-worker one.

  • Timestamped interactions

    Calls, tickets, deals, and visits are logged as they happen, so a goal can land on a shift or a week rather than a quarter.

  • Stage and status changes

    A deal advancing, a ticket closing, or a case resolving is a discrete, countable event rather than an ongoing task.

  • Loyalty and rewards activity

    Where the system runs a loyalty program, enrollments, visits, and redemptions are recorded per member, making repeat engagement visible at the individual level.

More CRM & Service integrations

Jolly reads the same operational data from any of these.

Zendesk integration FAQ

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