Switching from Zendesk to Intercom

Switching from Zendesk to Intercom

How to create tickets in Zendesk from a conversation in Intercom with Custom Actions

intercom zendesk integration

When it comes to choosing a help desk software, security is a top priority. Intercom and Zendesk have implemented various security measures to protect their clients’ data. Many use cases call for different approaches, and Zendesk and Intercom are but two software solutions for each case. Visit either of their app marketplaces and look up the Intercom Zendesk integration.

Intercom is an excellent option for businesses prioritizing personalized communication and customer engagement. Its live chat feature and ability to send targeted messages and notifications make it a powerful tool for customer engagement. Intercom’s user-friendly interface and easy integration with other tools make it a popular choice for many businesses.

Customization is more nuanced than Zendesk’s, but it’s still really straightforward to implement. You can opt for code via JavaScript or Rails or even integrate directly with the likes of Google Tag Manager, WordPress, or Shopify. Zendesk’s help center tools should also come in handy for helping customers help themselves—something Zendesk claims eight out of 10 customers would rather do than contact support. To that end, you can import themes or apply your own custom themes to brand your help center the way you want it.

intercom zendesk integration

So if an agent needs to switch from chat to phone to email (or vice versa) with a customer, it’s all on the same ticketing page. There’s even on-the-spot translation built right in, which is extremely helpful. You can create dozens of articles in a simple, intuitive WYSIWYG text editor, divide them by categories and sections, and customize them with your custom themes. All customer questions, whether via phone, chat, email, social media, or any other channel, are landed in one dashboard, where your agents can solve them quickly and efficiently.

Zendesk vs. Intercom: Which one should you choose?

Unlike Zendesk, the prices for Intercom are based on the number of seats and contacts, with each plan tailored to each customer, meaning that the pricing can be quite flexible. This is especially helpful for smaller businesses that may not need a lot of features. One of the things that sets Zendesk apart from other customer service software providers is its focus on design. The company’s products are built with an emphasis on simplicity and usability. This has helped to make Zendesk one of the most popular customer service software platforms on the market. In terms of pricing, both Intercom and Zendesk offer a range of plans to fit different business needs and budgets.

  • Plus, you never have to start from scratch — just tweak existing workflows to suit new needs or languages, saving time and effort.
  • On the other hand, Zendesk is a more comprehensive customer support tool that offers a broader range of features, including ticket management, knowledge base creation, and reporting and analytics.
  • Intercom and Zendesk offer competitive pricing plans with various features to suit different business needs.
  • Plus, visit tagging and geolocation features allow your sales team to effortlessly log in-person sales visits, letting you monitor all your sales interactions in one centralized place.
  • Zendesk gives you a bird’s-eye view of all of your deals in one place, allowing you to see what stage each deal is in and quickly identify any bottlenecks in your sales cycle that you may need to address.

There is a conversation routing bot, an operator bot, a lead qualification bot, and an article-suggesting bot, among others. It is also not too difficult to program your own bot rules using Intercon’s system. There are 3 Basic support plans at $19, $49 and $99 per user per month billed annually, and 5 Suite plans at $49, $79, $99, $150, and $215 per user per month billed annually. Your typical Zendesk review will often praise the platform’s simplicity and affordability, as well as its constant updates and rolling out of new features, like Zendesk Sunshine. For example, you can read in many Zendesk Sell reviews how adding sales tools benefits Zendesk Support users.

At-a-glance comparison: Zendesk vs. Intercom

From there, you can include FAQs, announcements, and article guides and then save them into pre-set lists for your customers to explore. Zendesk AI is the intelligence layer that infuses CX intelligence into every step of the customer journey. In addition to being pre-trained on billions of real support interactions, our AI powers bots, agent and admin assist, and intelligent workflows that lead to 83 percent lower administrative costs. Customers have also noted that they can implement Zendesk AI five times faster than other solutions. Zendesk provides comprehensive security and compliance features, ensuring customer data privacy.

  • In terms of pricing, both Intercom and Zendesk offer a range of plans to fit different business needs and budgets.
  • Zendesk has an app available for both Android and iOS, which makes it easy to stay connected with customers while on the go.
  • What can be really inconvenient about Zendesk is how its tools integrate with each other when you need to use them simultaneously.
  • Yes, you can support multiple brands or businesses from a single Help Desk, while ensuring the Messenger is a perfect match for each of your different domains.
  • Zendesk is among the industry’s best ticketing and customer support software, and most of its additional functionality is icing on the proverbial cake.
  • There is a simple email integration tool for whatever email provider you regularly use.

You need a complete customer service platform that’s seamlessly integrated and AI-enhanced. Intercom is an all-in-one solution, and compared to Zendesk, Intercom has a less intuitive design and can be complicated for new users to learn. It also offers a confusing pricing structure and fewer integrations, making it less scalable and cost-effective. If delivering an outstanding customer experience and employee experience is your top priority, Zendesk should be your top pick over Intercom. Zendesk has the CX expertise to help businesses of all sizes scale their service experience without compromise. Zendesk lacks in-app messages and email marketing tools, which are essential for big companies with heavy client support loads.

However, you can browse their respective sites to find which tools each platform supports. Zendesk also offers a sales pipeline feature through its Zendesk Sell product. You can set up email sequences that specify how and when leads and contacts are engaged. With Zendesk Sell, you can also customize how deals move through your pipeline by setting pipeline stages that reflect your sales cycle.

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HubSpot and Salesforce are also available when support needs to work with marketing and sales teams. In this article, we comprehensively do a comparison of Zendesk vs Intercom, examining their key features, benefits, and industry use cases. By exploring their distinct offerings, we aim to assist businesses in making informed decisions when selecting a customer service platform. The highlight of Zendesk’s ticketing software is its omnichannel-ality (omnichannality?). Whether agents are facing customers via chat, email, social media, or good old-fashioned phone, they can keep it all confined to a single, easy-to-navigate dashboard. That not only saves them the headache of having to constantly switch between dashboards while streamlining resolution processes—it also leads to better customer and agent experience overall.

The dashboard is customizable, allowing users to efficiently access the features they use most frequently. Intercom’s clean and minimalistic design focuses on white space and easy-to-read fonts. The user interface is also highly responsive, making it easy to use on mobile devices. There are pre-built workflows to help with things like ticket sharing, as well as conversation Chat GPT routing based on metrics like agent skill set or availability. There are even automations to help with things like SLAs, or service level agreements, to do things like send out notifications when headlights are due. The best help desks are also ticketing systems, which lets support reps create a support ticket out of issues that can then be tracked.

Intercom has more customization features for features like bots, themes, triggers, and funnels. Using this, agents can chat across teams within a ticket via email, Slack, or Zendesk’s ticketing system. This packs all resolution information into a single ticket, so there’s no extra searching or backtracking needed to bring a ticket through to resolution, even if it involves multiple agents. What’s really nice about this is that even within a ticket, you can switch between communication modes without changing views.

intercom zendesk integration

Zendesk is quite famous for designing its platform to be intuitive and its tools to be quite simple to learn. This is aided by the fact that the look and feel of Zendesk’s user interface are neat and minimal, with few cluttering features. When it comes to self-service portals for things like knowledgebases, Intercom has a useful set of resources. Intercom also has a community forum where users can help one another with questions and solutions. For Intercom’s pricing plan, on the other hand, there is much less information on their website. There is a Starter plan for small businesses at $74 per month billed annually, and there are add-ons like a WhatsApp add-on at $9 per user per month or surveys at $49 per month.

The customizable Zendesk Agent Workspace enables reps to work within a single browser tab with one-click navigation across any channel. Intercom, on the other hand, can be a complicated system, creating a steep learning curve for new users. You can publish your self-service resources, divide them by categories, and integrate them with your messenger to accelerate the whole chat experience.

When it comes to which company is the better fit for your business, there’s no clear answer. It really depends on what features you need and what type of customer service strategy you plan to implement. Today, Zendesk is used by over 200,000 businesses worldwide, including Airbnb, Uber, and Slack.

Like with many other apps, Zapier seems to be the best and most simple way to connect Intercom to Zendesk. No matter what Zendesk Suite plan you are on, you get workflow triggers, which are simple business rules-based actions to streamline many tasks. As for the category of voice and phone features, Zendesk is a clear winner. Zendesk Support has voicemail, text messages, and embedded voice, and it displays the phone number on the widget. The learning and knowledgebase category is another one where it is a close call between Zendesk and Intercom. However, we will say that Intercom just edges past Zendesk when it comes to self-service resources.

Both Zendesk and Intercom have integration libraries, and you can also use a connecting tool like Zapier for added integrations and add-ons. Zendesk’s mobile app is also good for ticketing, helping you create new support tickets with macros and updates. It’s also good for sending and receiving notifications, as well as for quick filtering through the queue of open tickets. The main idea here is to rid the average support agent of a slew of mundane and repetitive tasks, giving them more time and mental energy to help customers with tougher issues. There is a simple email integration tool for whatever email provider you regularly use. This gets you unlimited email addresses and email templates in both text form and HTML.

It enables rapid setup and seamless scaling, making it adaptable to evolving needs. Zendesk’s AI enhances customer interactions by providing real-time insights and automating workflows. It supports personalized service through tools for omnichannel management, from social messaging to email and phone and integrates with over 1,200 apps, https://chat.openai.com/ all while being easy to implement and adjust. Zendesk is a customer service software company that provides businesses with a suite of tools to manage customer interactions. The company was founded in 2007 and today serves over 170,000 customers worldwide. Zendesk’s mission is to build software designed to improve customer relationships.

The Zendesk Support app gives you access to live Intercom customer data in Zendesk, and lets you create new tickets in Zendesk directly from Intercom conversations. This gives your team the context they need to provide fast and excellent support. Zendesk offers so much more than you can get from free CRMs or less robust options, including sales triggers to automate workflows. For example, you can set a sales trigger to automatically change the owner of a deal based on the specific conditions you select. That way, your sales team won’t have to worry about manually updating these changes as they work through a deal. Not only is optimizing customer experiences for the weak of the heart, but also is keeping track of each experience, at each touchpoint.

Intercom does have a ticketing dashboard that has omnichannel functionality, much like Zendesk. Keeping this general theme in mind, I’ll dive deeper into how each software’s features compare, so you can decide which use case might best fit your needs. Understanding these fundamental differences should go a long way in helping you pick between the two, but does that mean you can’t use one platform to do what the other does better?

Customers can feel confident that their data is secure when using either platform. There are also several different Shopify integrations to choose from, as well as CRM integrations like HubSpot and Salesforce. Intercom’s dashboards may not be as aesthetically pleasing as Zendesk’s, but they still allow users to navigate their tools with few distractions. Zendesk has more pricing options, and its most affordable plan is likely cheaper than Intercom’s, although without exact Intercom numbers, it is not easy to truly know the cost. As for Intercom’s general pricing structure, there are three plans, but you’ll have to contact them to get exact prices.

Their customer service management tools have a shared inbox for support teams. When you combine the help desk with Intercom Messenger, you get added channels for customer engagement. They have a dedicated help section that provides instructions on how to set up and effectively use Intercom.

intercom zendesk integration

However, Zendesk’s pricing is generally more affordable for smaller businesses, while Intercom’s pricing tends to be higher but offers more advanced features and capabilities. When choosing a customer support tool, it’s essential to consider what other users have to say about their experience with the platform. Intercom also offers an API enabling businesses to build custom integrations with their tools. The API is well-documented intercom zendesk integration and easy to use, making it a popular choice for companies that want to create their integrations. One of the standout features of Intercom’s user interface is the ability to view customer conversations in a single thread, regardless of the channel they were initiated on. This makes it easy to see the full context of a customer’s interactions with a business, which can lead to more personalized and practical support.

With AI-driven responses available around the clock, Podium boosts lead conversion and revenue. Its tiered plans offer everything from basic contact management to advanced features and automation, making it a solid choice for diverse business needs. When deciding on choosing between Zendesk or Pipedrive for your business, there is a lot to keep in mind. With Zendesk, you can connect your sales and support teams, empowering them with the information they need to deliver better customer experiences. On the other hand, Pipedrive doesn’t offer a customer service solution, limiting users to third-party integrations. Intercom offers a range of customer support options, including email, phone, and live chat support.

What better way to start a Zendesk vs. Intercom than to compare their features? G2 ranks Intercom higher than Zendesk for ease of setup, and support quality—so you can expect a smooth transition, effortless onboarding, and continuous success. Whether you’re starting fresh with Intercom or migrating from Zendesk, set up is quick and easy. Request Body is the data that is sent to a server as part of an HTTP request.

While both Zendesk and Intercom offer ways to track your sales pipeline, each platform handles the process a bit differently. Learn more about the differences between leading chat support solutions Intercom and Zendesk so that you can choose the right tool for your needs. This is not a huge difference; however, it does indicate that customers are generally more satisfied with Intercom’s offerings than Zendesk’s. Zendesk is a much larger company than Intercom; it has over 170,000 customers, while Intercom has over 25,000. While this may seem like a positive for Zendesk, it’s important to consider that a larger company may not be as agile or responsive to customer needs as a smaller company. In conclusion, Intercom and Zendesk have implemented robust security measures to protect their clients’ data.

Zendesk and Intercom each have their own marketplace/app store where users can find all the integrations for each platform. Leave your email below and a member of our team will personally get in touch to show you how Fullview can help you solve support tickets in half the time. Now that we’ve covered a bit of background on both Zendesk and Intercom, let’s dive into the features each platform offers. Learn how top CX leaders are scaling personalized customer service at their companies. However, this is somewhat subjective, and depending on your business needs and favorite tools, you may argue we got it all mixed up, and Intercom is truly superior. Some startups and small businesses may prefer one app, while large companies and enterprise operations will have their own requirements.

For those of you who have been waiting for the big showdown between these two customer support heavyweights, we are glad to present the ultimate Zendesk vs Intercom comparison article. We will start syncing the last 24 hours of data from your Intercom account. This may take some time depending on the options you selected and your conversation volume. You can contact our Support team if you have any questions or need us to import older data.

This site does not include all software companies or all available software companies offers. Email marketing, for example, is a big deal, but less so when it comes to customer service. Still, for either of these platforms to have some email marketing or other email functionality is common sense. Zendesk can also save key customer information in their platform, which helps reps get a faster idea of who they are dealing with as well as any historical data that might assist in the support.

As mentioned before, the bot builder is a visual drag-and-drop system that requires no coding knowledge; this is also how other basic workflows are designed. The more expensive Intercom plans offer AI-powered content cues, triage, and conversation insights. Zendesk has a help center that is open to all to find out answers to common questions.

Often, it’s a centralized platform for managing inquiries and issues from different channels. Let’s look at how help desk features are represented in our examinees’ solutions. CoinJar is one of the longest-running cryptocurrency exchanges in the world. To help keep up with its growing customer base, CoinJar turned to Zendesk for a user-friendly and easily scalable solution after testing other CRMs, including Pipedrive and HubSpot. Leveraging the sequencing and bulk email features of the Zendesk sales CRM, CoinJar increased its visibility and productivity at scale. Zendesk supports sales team productivity by syncing with your email to provide valuable data, like when your prospect opens, clicks, or replies to your email.

Intercom allows visitors to search for and view articles from the messenger widget. Customers won’t need to leave your app or website to find the help they need.Zendesk, on the other hand, will redirect the customer to a new web page. If you’re exploring popular chat support tools Zendesk and Intercom, you may be trying to understand which solution is right for you. In this detailed comparison, we’ll explore the features and characteristics of Intercom and Zendesk, highlighting each of their unique capabilities, so you can identify the right solution for your needs. When choosing the right customer support tool, pricing is an essential factor to consider. In this section, we will compare the pricing structures of Intercom and Zendesk.

Plain is a new customer support tool with a focus on API integrations – TechCrunch

Plain is a new customer support tool with a focus on API integrations.

Posted: Wed, 09 Nov 2022 08:00:00 GMT [source]

Before you start, you’ll need to retrieve your Zendesk credentials and create a Zendesk API key. You can do this by going to your settings within Zendesk (click on the cog on the left hand side), and navigating to API in the ‘Channels’ section. You’ll see a green confirmation banner indicating the removal has been successful and synced articles will be deleted from the Knowledge Hub in Intercom. Synced articles and their content will be retrievable from the Public API similar to Intercom articles. However, you won’t be able to edit or manipulate synced articles via API calls. Once the sync is complete, you’ll receive an email to your registered Intercom email address which confirms how many articles were synchronized.

intercom zendesk integration

Because Intercom started as a live chat service, its messenger functionality is very robust. It feels very modern, and Intercom offers some advanced messenger features that Zendesk does not. Zendesk started in 2007 as a web-based SaaS product for managing incoming customer support requests. Since then, it has evolved into a full-fledged CRM that offers a suite of software applications to its over 160,000 customers like Uber, Siemens, and Tesco. Research by Zoho reports that customer relationship management (CRM) systems can help companies triple lead conversion rates.

Zendesk is popular due to its user-friendly interface, extensive customization options, scalability, multichannel support, robust analytics, and seamless integration capabilities. These features make it suitable for businesses of all sizes, helping them streamline their support operations and enhance the overall customer experience. Intercom is a customer relationship management (CRM) software company that provides a suite of tools for managing customer interactions. The company was founded in 2011 and is headquartered in San Francisco, California.

To ensure every interaction racks in minimal customer effort scores, you need all your internal tools (like CRM, marketing automation and research tools) to talk to each other. Sprinklr dissolves point-solution chaos to help you deliver consistent omnichannel customer experiences to all your customers at every single touchpoint, without fail, each time. However, if you are looking for a robust messaging solution with customer support features, go for Intercom. Its intuitive messenger can help your business boost engagement and improve sales and marketing efforts. In addition to third-party integrations, Zendesk offers a range of native integrations with its products, including Zendesk Support, Zendesk Chat, and Zendesk Talk. These integrations allow businesses to streamline workflow and provide a seamless customer experience across multiple channels.

To select the ideal fit for your business, it is crucial to compare these industry giants and assess which aligns best with your specific requirements. Intercom has a wider range of uses out of the box than Zendesk, though by adding Zendesk Sell, you could more than make up for it. Both options are well designed, easy to use, and share some pretty key functionality like behavioral triggers and omnichannel-ality (omnichannel-centricity?).

Self-service resources always relieve the burden on customer support teams, and both of our subjects have this tool in their packages. Customer experience software is a suite of tools designed to manage and improve how customers interact with a company throughout their entire journey. This software captures interactions across multiple channels — whether it’s via email, phone, web, or in-person — to provide a unified view of the customer. It allows companies to track, oversee and organize every interaction between a customer and the organization through analytics and real-time data insights. Intercom and Zendesk offer a range of features to help businesses manage their customer interactions.

This includes secure login options like SAML or JWT SSO (single sign-on) and native content redaction for sensitive information. We also adhere to numerous industry standards and regulations, such as HIPAA, SOC2, ISO 27001, HDS, FedRAMP LI-SaaS, ISO 27018, and ISO 27701. Whether you’ve just started searching for a customer support tool or have been using one for a while, chances are you know about Zendesk and Intercom. You can foun additiona information about ai customer service and artificial intelligence and NLP. The former is one of the oldest and most reliable solutions on the market, while the latter sets the bar high regarding innovative and out-of-the-box features. Missouri Star Quilt Company is one of the world’s largest online retailers of fabric and quilting supplies, shipping thousands of orders a day.

Overall, Zendesk empowers businesses to deliver exceptional customer support experiences across channels, making it a popular choice for enhancing support operations. Is it as simple as knowing whether you want software strictly for customer support (like Zendesk) or for some blend of customer relationship management and sales support (like Intercom)? As with just about any customer support software, you can easily view standard user data within the messenger related to customer journey—things like recent pages viewed, activity, or contact information. You could technically consider Intercom a CRM, but it’s really more of a customer-focused communication product. It isn’t as adept at purer sales tasks like lead management, list engagement, advanced reporting, forecasting, and workflow management as you’d expect a more complete CRM to be.

Zendesk wins the major category of help desk and ticketing system software. It lets customers reach out via messaging, a live chat tool, voice, and social media. Zendesk supports teams that can then field these issues from a nice unified dashboard. But they also add features like automatic meeting booking (in the Convert package), and their custom inbox rules and workflows just feel a little more, well, custom.

The Zendesk sales CRM hits all of the functions you’d expect from CRM software, like reporting and analytics tools that can deliver key sales metrics with pre-built dashboards right out of the box. On top of that, you can use drag-and-drop widgets to create custom CRM reports with the data most important to your goals. With Pipedrive, users have access to visual reporting dashboards, but adding custom fields is limited to their Professional, Power, and Enterprise plans. HubSpot’s Service Hub enhances customer experience with AI-driven tools, offering a unified help desk and robust self-service options. It delivers clear efficiency reports alongside deep insights into customer health, helping teams make informed decisions to improve retention and streamline interactions. This feature ensures that each customer request is handled by the best-suited agent, improving the overall efficiency of the support team.

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Switching from Zendesk to Intercom