With the Zendesk-GCF Softphone, extension you can use your Global Call Forwarding Softphone within your Zendesk CRM pages to make and receive phone calls.
Note:
- This Zendesk CRM extension only works if you are an existing customer of Global Call Forwarding and have activated the option for Zendesk CRM Softphone integration.
- New users can add the Zendesk integration to their GCF service for a $10/month fee per user.
- New users have a 30-day free trial from the date of initial activation for each line.
- CRM Integration can be activated and canceled at any time from the account control panel.
- Learn more about the benefits of the Zendesk integration here.
How to Set up Zendesk Softphone Integration
To activate the option for Zendesk CRM Softphone integration in your Global Call Forwarding account, follow the below steps:
1. Login to your control panel with your email and password.
2. In the Services menu on the left, click on the Integrations option.
3. Find the Zendesk CRM and click on Activate.
4. You must choose the Outbound PINs (User IDs) you want to integrate with Zendesk and click Continue. If you do not have an Outbound Calling plan but wish to receive incoming calls through Zendesk, you can contact us to purchase an “Inbound-only” PIN for $5 per month.
5. Then, click on Agree and Activate.
Now, each user selected must go to their Zendesk CRM and install the GCF Softphone extension:
1. Go to the Zendesk CRM marketplace.
2. Search and install the GCF Softphone app.
3. Then, enter the necessary credentials (PINS/User ID and password from GCF). Note that these credentials are specific to the PIN and are not the same credentials used to log in to your online control panel.
How to Use the GCF Softphone within Zendesk
Once the credentials are entered, a Global Call Forwarding icon at the top right corner should appear, click on it. If you do not see the GCF icon in the top right corner, log out of Zendesk, log back in, and clear your browser cache.
A menu will open the softphone app or simply click on the phone number on every customer’s page to instantly place a call to that number using your softphone extension.
Familiarize yourself with the softphone in our How to Use the GCF Softphone guide.