The Integrations section of the Customer Portal allows a user with sufficient privileges to manage the Integrations settings for any subscribed product. Any 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 them listed here.
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 it is at least both a Portal and a CRM admin.
See more information on the working of each Settings page by clicking the respective product below.
Comments
0 comments
Please sign in to leave a comment.