Cayzu Help Desk Support



How can I add SuiteCRM Integration into Cayzu Help Desk?

Created: 11/10/2017
Article #: 142


Cayzu allows you the agent to view more information about your customer. We pull extra contact details from SuiteCrm and display them in your agent portal when viewing a ticket.

To setup the SuiteCrm Integration, please follow these steps:

Step 1. Log in to your Cayzu helpdesk account with an administrative account  

Step 2. Click on the Sprocket

Step 3. Click on App Integration

Step 4. Click on Enable next to SuiteCRM.

Step 5. You will be prompted for your SuiteCRM account URL, username and password.

Step 6. Click Update and you should be all set.

Now when you are viewing a ticket you can click additional details, and it will retrieve more information about the customer from SuiteCRM.

Ex)

SalesForce Contact Information

 

Want more information on Cayzu Helpdesk, visit: www.cayzu.com 







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