The Integrations section of the Customer Portal allows a user with sufficient privileges to manage the Integrations settings for subscribed products. An instance integrated with one of our products creates a record and is listed in the center panel. For example, if you connect more that one Zendesk Support instance to Unbabel, or different sandboxes, you can see all listed here.
Note: currently, not all integrations are configurable through this app. The supported Integrations are:
- Zendesk (Support and Agent Workspace)
- Freshdesk and Freshchat
Click on the Integrations button in the left panel to open the app.
You can confirm the URL for your organization, see a shortcut to open the CRM login page, and the SETTINGS button, which will allow you access to the settings page for the integration, such as Freshdesk or Zendesk.
The Integrations page behaves differently and has different options according to the subscribed product. In order to ensure that your changes are saved successfully and that the correct management of the integration settings happens, make sure that the user performing changes has a role of at least Integrations Manager in the Unbabel Portal, and is an admin in the CRM instance to which the changes pertain.
See more information on the working of each Settings page by clicking the respective product below.
Unbabel Account credentials
Whenever you create a new Portal, an Unbabel account is also created. That account is associated with a username, email address, and an API key.
Some of these credentials are used in several Integrations for authentication purposes (for example, Unbabel for Salesforce API configuration), and you can obtain them whenever requested by visiting this page.
The Unbabel username and API keys are necessary elements for a request to be correctly authenticated if you are calling or developing against our API directly.
Note: in some older accounts, multiple usernames may be available. The Integrations app will only display the original one. Reach out to us should you require that information or if you find any problems with the credentials.