For an introduction to Clienteling click here. Omneo Clienteling for Zendesk is a self-hosted plugin to integrate Omneo with Zendesk.
Features
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👤 Syncs profiles to Zendesk
By utilising Omneo webhooks, the plugin listens for when a profile is created or updated and syncs configured profile attributes into Zendesk as an End User -
🔥 Deletes profiles in Zendesk
When a profile is deleted in Omneo, the associated Zendesk "End User" will also be deleted giving a user their "right to be forgotten" -
✨ Creates interactions on Zendesk events
By listening to Zendesk webhooks, the plugin can create interactions when events occur within Zendesk (for example a ticket is opened by a known Omneo profile) -
🔧 Configurable within Omneo
Configuration such as Zendesk connection details and attribute mappings is configured within Omneo itself as the data is stored as a custom field -
💁 Easy to install
The plugin only requires a web server (no database, queue service etc) -
🔒 Safe as houses
Only Omneo connection details are stored with the plugin itself, all other configuration keys are stored within Omneo custom fields
Read our developer guide here.