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Zendesk: Connect Zendesk to Research Hub

​How to automatically create Research Hub notes using information from your Zendesk account

Written by Agnieszka

Zendesk integration allows you to synchronize your tickets to Survicate with a single click.

Read on to learn how you can transfer Zendesk tickets to Research Hub! 🚀

Enable the integration

Step 1. Navigate to the Hub in your Survicate Panel, and click on Data Sources:

Step 2. Choose Zendesk on the list of available integrations.

Step 3. Click Connect in the top-right corner of the next page.

Step 4. In the pop-up window that you'll see next, please provide your Zendesk account URL and click Connect.

Step 5. After connecting Zendesk and Survicate, please enable the automatic synchronization of Zendesk tickets to Research Hub. You can choose whether you want to import all tickets, just those tagged with chosen tags, or from selected brands. Select one of the options and click Save.

💡 If multiple brands are selected, they are combined with an OR condition, meaning the ticket will sync if it belongs to any of the selected brands.

Whereas with tags, you can switch between AND/OR conditions among them:

You can decide whether to collect your tickets from the moment of connection or to pass on past tickets as well. To do so, select a time frame for importing past tickets and click Import.

💡 The Last year option will import reviews from the last 365 days.

❗️Please note, only tickets with the status Closed will be imported to Research Hub.

Each Zendesk ticket you import will be created as a note in the Hub that contains:

  • The ticket's first message and Ticket ID

  • The date of the Zendesk ticket

  • The tags and brands associated with the ticket

  • User attributes of the customer

Using the Research Hub

Now that you have synced Zendesk tickets to Research Hub, they can be used in your Reports. Once you create a Report, the reviews can be used to draw conclusions and identify your application's strengths and pain points. The detailed scheme of your report, and its main topics, depend on your project description, provided in the process of creating the project. Once you create a Report, you'll see four tabs:

Report

The report is the main part of the project, as it's created based on the information and criteria you provided while adding a new project. Below, you can see an excerpt of an exemplary project created solely based on Zendesk tickets.

You can verify the sources for all the report's conclusions by clicking the purple annotations. Then, the source will be shown on the right side of the screen:

Insights

All data you decide to send to the Research Hub from various sources will be presented as pieces of feedback for you to analyze:

If you find a specific Insight specifically valuable and you want to know more about it, you can add the Insight to the Tracked list (by clicking the Track button). Once the Insight is moved to Tracked, you'll be able to see a full Summary:

In the second tab (Feedback), you can see specific reviews this Insight is based on:

Dashboard

In the Dashboard tab, you can create custom charts and dashboards within your Research Project. These charts and dashboards are specific to the feedback and analysis of particular research projects. Click +Add Chart to create your first widget. In the creation view, you can choose the chart type, specify the dates you want to include, and add a breakdown to your data.

Once you create your first widget, you can add more via the +Add Chart button in the upper right-hand corner of the screen:

❗ If you want to use the Insights Breakdown, please note that only the tracked insights will be included.

Research Assistant

The Research Assistant can answer your question based on data from various sources that you synced to the Research Hub and used in this Research project.

Data

In the Data tab of your Research Project, you can adjust or add new data sources to the Project. You can connect more integrations, connect selected surveys, add files, or transcriptions.

If you add more data to your project and want to include it in the report, click Regenerate. Please note that a report has to be approved for the Regenerate button to appear:

Setup

In the Setup tab of your Research Project, you can update the project's name, type, sources, description, and more. Please note that making these changes may regenerate the Report and Insights.

🧠 You can read more about Research Hub, its features, and settings in our main Research Hub article.

📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.

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