On of the most popular features of the integration is having the ability to see all of your CRM data right within the Zendesk app. As your Zendesk support agents are working within Zendesk helping your customers, they are able to have full visibility into applicable data that lives in the CRM.
Basic Edition Supported Modules and Fields
Below you can see all the modules and fields supported by the Basic plan of Fanatically Zen. In the Professional and Ultimate plans of Fanatically Zen all modules and fields are supported, including custom modules and fields.
|First Name||First Name||First Name||Name||Name|
|Last Name||Last Name||Last Name||Website||Expected Close Date|
|Title||Title||Title||Office Phone||Sales Stage|
|Department||Department||Department||Alternate Phone||Probability (%)|
|Mobile Phone||Mobile Phone||Mobile Phone||Fax||Opportunity Amount|
|Home Phone||Home Phone||Home Phone||Lead Source|
|Office Phone||Office Phone||Office Phone||Industry||Type|
|Other Phone||Other Phone||Other Phone||Type||Next Step|
|Fax||Fax||Fax||Billing Address Street||Opportunity Type|
|Assistant Phone||Assistant Phone||Assistant Phone||Billing Address City|
|Billing Address State|
|Primary Address Street||Primary Address Street||Primary Address Street||Billing Address Country|
|Primary Address City||Primary Address City||Primary Address City||Billing Address Postal Code|
|Primary Address State||Primary Address State||Primary Address State||Shipping Address Street|
|Primary Address Country||Primary Address Country||Primary Address Country||Shipping Address City|
|Primary Address Postal Code||Primary Address Postal Code||Primary Address Postal Code||Shipping Address State|
|Shipping Address Country|
|Shipping Address Postal Code|
Adding a New Module or Field
The Professional and Ultimate plans of Fanatically Zen include the ability to customize the Zendesk app. You can see more information about customizing the app here. There is no additional fee. This is a free service for customers with active trials and subscriptions.
If you are on the Basic edition of the Zendesk integration, you can request a free trial of the Professional plan by emailing us at firstname.lastname@example.org.