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.
Campaigns you can run on Zendesk
More CRM & Service integrations
Jolly reads the same operational data from any of these.
Zendesk integration FAQ
No. Zendesk stays exactly where it is. Jolly reads from it so that Incentive Campaigns™ are measured on what your operation actually did, rather than on numbers people report at the end of the week.
No. Every Jolly integration is read-only. Jolly reads the operational data a campaign is measured on, and nothing moves in the other direction. Connecting Zendesk does not change what your team does in it, what it contains, or how it behaves for the people who use it every day.
Integrations are scoped with your team during implementation, alongside the rest of the rollout rather than as a separate project. Tell us what you run and we take it from there, including systems that are not yet in our catalog and systems you are already planning to replace.
No. A campaign is measured on the deals, tickets, or cases Zendesk already records as the work happens. Each rep or agent sees their own goal and progress in the Jolly app, without changing how they log activity in Zendesk day to day.
Yes. A campaign audience can be a whole team, a single queue, a location, a role, or a custom segment.
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