Zendesk Shopify Integration – Easy Step-by-Step Guide!

Zendesk Shopify Integration

Last Updated: December 2023

Zendesk has always been a favorite customer support tool for Shopify store owners. To be precise, it is currently used by more than 14000+ stores.

So, if you also are interested in integrating Zendesk into your Shopify Store, this post is for you! Because here you will get answers to all of the possible questions you may have regarding the integration.

Through this post, we will be sharing with you the following details:

Let’s begin!

Why Should You Integrate Zendesk Into Your Shopify Store?

Before we dive into the detailed steps, let’s have clarity about why you should go for Zendesk Shopify integration. 

Zendesk is a popular work management software you can rely on for delivering a better customer experience through conversational support. 

If you integrate Zendesk into your Shopify store, you can benefit from the following features of Zendesk:

  • Mobile support on iOS and Android platforms.
  • Contact form addition on your website.
  • Live chat and messaging features for engaging with customers and solving their queries.
  • Integration with popular social media channels.
  • Powerful ticket management system.
  • Automated workflows for streamlining your team’s operations.
  • Self-service options for customers.
  • Robust reporting and analytics. 
  • AI-powered chatbots for instant assistance.

Zendesk Shopify Integration

What Are The Benefits Of Zendesk Shopify Integration?

Now that you’re familiar with Zendesk’s features, you’re probably wondering how all these features will benefit your Shopify store. Here is how:

  • Personalize your customer support – Agents will get a 360° view of customers. So, they can view the entire customer journey and add a touch of personalization.
  • Offer Swift Action – Agents can quickly take action on common issues such as refunds and cancellations using the ‘Support Side bar.’ The best part is that this can be done without leaving the conversation.
  • Take data-driven actions – When you sync Zendesk with your Shopify store, you will get insights on products with the highest number of cancellation or refund requests. This can help you in finding out your weak points and working on them.
  • Reduce ticket volume – There are often common scenarios in which a customer raises a ticket for simple queries. To avoid this, Zendesk offers self-service options. On top of that, chatbots can be placed inside your knowledge base for resolving common queries.
  • Improve Sales – Through the embedded live chat feature, you can attract more customers, increase the average order value and decrease the cart abandonment rate.
  • Help desk Automation – Zendesk offers a robust help desk solution. It can strengthen your agents with your customer database, a community forum for user discussions, a live chat tool, a messaging tool, and a ticketing system. With automation, all these features will be available.

Zendesk Shopify Integration

Now at this point, you may not have any double thoughts on whether or not to go for the Zendesk Shopify integration. 

So, let’s move on to the core part of this post!

Zendesk Shopify Integration: A Step-by-Step Guide

First things first! To start with the steps, you must have an active Zendesk account and a functioning Shopify Marketplace. If you already have these pre-requisites, let’s move on to the steps involved:

  • Connecting Shopify Store To Zendesk

  1. Install ‘Shopify for Zendesk’ from the Zendesk Marketplace.
  2. Select the account in which the integration is to be installed, and click on ‘Install’. You will then be redirected to the ‘Shopify integration Setup’ page in the Admin Center.
  3. Enter the subdomain name of your Shopify store on the ‘Shopify Storefront domain’.
  4. Add a name for your integration in the ‘Connection Name’ and click on ‘Connect’.
  5. Select ‘Install App’.

Zendesk Shopify Integration

Image Source: zendesk.com

  • Setting Up The Integration For Support and Chat

  1. Log in to your Zendesk account and select ‘Admin Center’.
  2. Click on the ‘Apps and Integration’ icon in the sidebar and select ‘Integrations’.
  3. Log in to Shopify, and click on ‘View’.
  4. In the storefront connection card, click on ‘Configure’.
  5. On the left sidebar, select the ‘Sidebar App’.
  6. To install the support application, go to the ‘Sidebar App for Support’, select ‘Configure’, and click on ‘Install’.
  7. To install the chat application, go to the ‘Sidebar App for Chat’, select ‘Configure’, and click on ‘Install’.

Image Source: zendesk.com

  • Installing the Zendesk Default Web widget On Shopify

    1. Log in to your Zendesk account and select ‘Admin Center’.
    2. Click on the ‘Apps and Integration’ icon in the sidebar and select ‘Integrations’.
    3. Log in to Shopify, and click on ‘View’.
    4. In the storefront connection card, click on ‘Configure’.
    5. On the left sidebar, select ‘Web Widget’.
    6. Select ‘Enable Web Widget’.

That’s it! Now you have reached the final step of setting up Zendesk for your Shopify store.

Best Zendesk Alternative For Shopify Customer Support – Helplama Helpdesk

There are a lot of Zendesk alternatives available in the market for your Shopify store. But, if you are looking for the best option, consider using Helplama Helpdesk. 

When compared to Zendesk, Helplama Helpdesk has more and better features. 

Not sure?

Let’s take a closer look at some of the amazing Helplama Helpdesk features that make it a preferred software for e-commerce and online store owners:

  • Marketing Automation – This is the only helpdesk that identifies the scope of turning your customer service into a marketing pipeline. It is achieved by identifying happy customers and automating the review collection to share on social platforms.
  • Live Chat  – You can leverage your customer agent by placing a live chat widget on your storefront. Additionally, live chat is handled by a hybrid combination of humans and chatbots.
  • Native e-commerce integration – Helplama Helpdesk offers native integration not only for Shopify but also for Magento and WooCommerce.
  • Native SMS and phone integration
  • Perfect Ticketing System – This platform offers a perfect ticketing system since unlimited tickets can be managed in all of its plans.
  • Automates Agent Training – Offers an easy-to-use training module based on your previous chats and tickets to facilitate agent training. 
  • Proactive Customer Support  – This software automatically scans orders on a daily basis. You will be notified if there are any delays or issues with the orders to resolve them in advance.
  • Automate Returns – This platform takes away the pain of handling returns manually. It comes with an in-built portal to automate returns and exchanges for your customers.
  • Automated Workflows – A lot of your repetitive tasks can be automated with automated workflows. Your agents’ productivity will be increased by doing so.
  • Customizable Pricing Plans – This helpdesk offers customizable pricing plans starting at $99/month. Three agents can be added at this price. For adding additional users, an additional amount of $29/agent/month needs to be paid.

Bottom Line:

Now that you have a clear understanding of Shopify and Zendesk integration, the integration process will be simple for you. Nevertheless, follow each step correctly to avoid any issues in between.

Additionally, if you want to improve the efficiency of your customer service team, equip them with Helplama Helpdesk. Since it is a multi-channel helpdesk with a user-friendly interface, both your customers and agents will be happy. What’s more, it offers customized pricing plans.

So, what are you waiting for?

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