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Zendesk and Slack Integration with Thena [Ultimate Playbook]

Unmukt
Co-founder
November 15, 2024

Are your support agents juggling between Zendesk for ticket management and Slack for customer communication? If your B2B customers prefer Slack, but your support operations rely on Zendesk, this disconnect can slow down responses, add frustration, and create inefficiencies on both sides. Fortunately, there’s a powerful solution: integrating Zendesk and Slack.

With Zendesk and Slack working together, support teams can respond to tickets in real time, directly from Slack, without the need to constantly switch platforms. This integration not only boosts response times but also makes support more accessible and streamlined for customers by meeting them in their preferred communication channel.

In this article, you’ll discover:

  • Key benefits of the Zendesk-Slack integration for seamless support
  • Step-by-step instructions for setting up the integration
  • Pro tips for optimizing workflows using tools like Thena

Ready to connect Zendesk and Slack for better support? Let’s begin by defining exactly what the Zendesk-Slack integration is.

What Is the Zendesk-Slack Integration?

The Zendesk-Slack integration connects Zendesk’s ticketing system with Slack’s messaging platform, allowing support teams to handle customer requests more smoothly.

With this integration, new or updated Zendesk tickets automatically appear in selected Slack channels, so agents don’t miss any important updates.

Support teams can even manage tickets directly from Slack—assigning tasks, updating statuses, and collaborating with teammates—all without switching back and forth between platforms. This integration helps speed up response times and creates a more streamlined support experience by keeping communication and action in one place.

Key Benefits of Zendesk and Slack Integration

1. Enhanced Customer Experience

Your customers are already on Slack. So, it makes perfect sense to manage them via this channel while your agents stay on Zendesk. If both sides are happy, it’s a win-win, right?

Managing your customers on Slack means you can provide more immediate support. According to a survey by HubSpot, 90% of customers expect a fast response when they have an issue.

Thus, by integrating Zendesk and Slack, customer-facing teams can communicate more effectively, leading to faster response times, increased productivity, and higher customer satisfaction. The integration enables seamless team collaboration, resulting in a more positive overall customer experience.

2. Increased Support Productivity

Another benefit is that the integration can streamline the support process, significantly increasing support productivity. How? It’s simple.

The integration allows you to automate manual tasks and provide a centralized platform for customer support. This way, teams can handle more inquiries in less time.

3. Improved Cross-department Collaboration

One study found that 40% of US companies struggle to improve customer experience due to poor interdepartmental collaboration.

That said, Slack-Zendesk integration is a perfect solution that enables cross-department collaboration. Teams can take accountability for customer requests, redirect inquiries to the appropriate members, and follow up on unanswered customer messages. All of this can foster a team mentality, becoming a daily routine for all customer-facing team members.

4. Ownership of Customer Requests

Integrating Zendesk with Slack can also foster a sense of ownership among customer-facing teams by enabling them to take charge of customer requests and follow up on them efficiently. Handling all inquiries via Slack equals more visibility, ensuring no customer requests go unanswered.

5. Faster Escalation and Resolution of Complex Issues

Finally, when it comes to high-priority tickets or complex customer issues, time is of the essence. Zendesk-Slack integration allows for real-time escalation, meaning support agents can notify other teams immediately when additional expertise is needed. This immediacy is especially valuable for urgent or high-ticket customer issues, where response speed can make a big difference in customer satisfaction.

By setting up designated Slack channels or using tags for escalation, teams like product, technical support, or sales can jump in, access relevant information, and offer their assistance on the spot.

So, what's the best way to integrate Zendesk with Slack, you may ask?

You have the option to utilize built-in integrations or explore third-party solutions, both of which entail their own nuances. Below, we’ll examine these in further detail.

Native Slack-Zendesk Integrations: When They Work and When They Don’t

Most companies looking to connect Zendesk with Slack start by trying the native integration, known as the Zendesk App for Slack. It seems like the obvious choice—easy to set up, familiar, and able to handle basic needs. The expectation is that it will get the job done without much extra effort.

However, as companies start using it, they often run into limitations. While the native integration works well for simple updates, it can struggle with more complex needs, like involving different teams, handling specific customer requests, or customizing alerts. 

Below, we outline some common challenges teams face when relying on the native Zendesk-Slack integration and how it can impact their ability to provide fast, effective support.

1. The Bi-directional Integration Does Not Exist

One of the issues businesses face with the Zendesk App for Slack is that they want their support team to be in Zendesk and their customers to remain on Slack. This requires a deep bi-directional integration which includes rich text, bullets, gifs, and attachments. None of these are supported in the native Zendesk app for Slack. 

2. No Capability to Configure and Automate Support Requests 

There is also no capability to configure and automate support requests to go directly to Zendesk.

3. Tricky White-labeling

Setting up a white-label branded portal is another difficulty many companies encounter. What's worse, the consumer feels like a bot is responding rather than a human.

4. Noisy

It is also impossible to configure Zendesk to be silent and come on only when you want it to.

5. Severely Restricted Natural Language Processing Capabilities

The Zendesk App for Slack offers extremely limited Natural Language Processing (NLP) features for ticket creation and the ability to flag potential requests.

So, is there a better way? Yes! And that’s what we’re focusing on in the next section.

Thena’s Zendesk Integration

Given the limitations of native APIs, it becomes clear that businesses should explore third-party solutions. And that’s where Thena comes in.

Thena not only overcomes the obstacles mentioned above but also enables seamless integration of Zendesk tickets with Slack—all to empower agents to provide high-touch conversational support via customers’ preferred channel of communication (Slack).

Take a look at the video where Jared Gaynes from our GTM team discusses the Zendesk Slack integration.

Let’s unpack some of the main Thena’s benefits.

Advantages of Using Thena’s Zendesk Integration

Easy Ticket Creation

When your customer asks a question in Slack, a Zendesk ticket gets created within Slack at the click of a button. If you forget to create a ticket, the Smart Inbox function leverages Intent Recognition models and ensures the message is highlighted as a suggested request.

Streamlined Management of the Entire Ticket Lifecycle

The fully functional Slack-Zendesk integration enables support agents to handle the whole ticket lifecycle within one platform—Zendesk.

Thena facilitates the ticket lifecycle (Open>Pending>Close, for example) and allows for escalations and sharing of rich text, attachments, gifs, bullet points, and hyperlinks. Therefore, you no longer have to worry about the communication flow between Slack and Zendesk.
Straightforward Tracking of a Customer Request

As a customer-facing representative, you can stay in Slack and track the progress of a customer request (or across past customer interactions). If you need to escalate a request internally, Thena can also accommodate that.

Kanban Board for Visual Organization of Support Tickets

Thena also supports the Kanban board function, which lets you see all Zendesk tickets at the customer or organization level. In addition, the customer is also tagged in Zendesk.

CSAT Feature

Thena also has a CSAT function. This means that when you interact with your client through their preferred tool (Slack), they are more inclined to provide feedback.

CSAT response collection directly in Slack

Noiseless and White-labeled

Thena is set up to be noiseless and does not let the customer know that the reply is coming from an app. Instead, your support agent’s name and image appear normal, so you can give your customers the white-glove treatment they deserve.

Enhanced Configuration Capabilities

Thena offers enhanced configuration capabilities for your Zendesk and Slack integration, including white labeling, support agent response customization, and user notification preferences.

Request Escalation

Want to bring everyone on board to solve a customer problem? Thena’s escalation feature allows a customer or team to escalate a request in Slack. Subsequently, the escalation can be visible on Zendesk. Thena will also highlight the action items and send them to Zendesk.

Your CSM is Always in the Loop

Thena simplifies the task of tagging your CSM in Slack when a ticket is created by others, ensuring your CSM stays informed. After all, your CSM is critical to ensuring your customers achieve their desired outcomes with your product and have an exceptional experience with your business.

How to Integrate Slack with Zendesk Using Thena

You’ll be happy to know that Thena’s Zendesk to Slack integration is straightforward. Here’s a step-by-step process on how to set it up.1. 

  1. First, sign up for Thena and add it to your Slack workspace.
  2. Once you’re in, navigate to the ‘Settings’ section and click ‘Integrations.’
  3. From the integrations list, select Zendesk.
  4. On the next screen, you’ll see various configuration preferences, including enabling the bi-directional flow of messages and setting an initial default response. Choose the most appropriate settings for your use case.
  5. Once you’ve configured your preferences, click the ‘Save’ button.

For more detailed instructions, you can visit Thena's Help Center.

Best Practices for Using Slack-Zendesk Integration with Thena

Integrating Zendesk with Slack through Thena offers powerful tools to enhance customer support, but to fully benefit, it’s essential to follow a few best practices. These tips will help you ensure a smooth implementation and create a better experience for both your customers and your internal teams.

1. Customize Agent Profiles for Clear Communication

Set up your Zendesk-to-Slack integration to control how replies from support agents appear in Slack. Choose whether messages come from the individual agent’s profile or a general company profile to keep communication clear and consistent for customers.

2. Set Up Default Responses to Acknowledge Customer Inquiries

Create an initial automated response that acknowledges each customer’s message in Slack. This reassures customers that their inquiry has been received, setting expectations for follow-up and providing a more responsive experience.

3. Use CSAT Surveys to Measure Customer Satisfaction

Enable Customer Satisfaction (CSAT) surveys to gauge how customers feel about their support experience. This data can be invaluable for understanding customer sentiment, identifying areas for improvement, and enhancing your service over time.

The Power of Combining Zendesk, Slack, and Thena for B2B SaaS

In the competitive B2B SaaS world, excellent customer support is key to retention. Combining Zendesk, Slack, and Thena creates a high-performance support system that streamlines communication, improves workflow, and offers deep insights. Here’s how each platform contributes:

Zendesk: The Central Hub for Customer Support

  • Comprehensive Ticket Management: Zendesk acts as the command center for all support channels, from emails to Slack. It helps teams prioritize, route, and monitor progress on customer issues in one place.
  • Self-Service Options: Zendesk supports creating a knowledge base, giving customers self-service solutions that reduce support load.
  • Actionable Metrics: Zendesk provides detailed reports on key metrics, like resolution times and agent performance, to help teams continuously improve.

Slack: Enhancing Team Collaboration

  • Real-Time Communication: Slack’s channels, voice/video calls, and instant messaging enable seamless collaboration across departments, leading to faster resolutions.
  • Improved Visibility: Dedicated Slack channels for support queues allow team members to see the status of tickets in real time, ensuring coordinated and responsive service.
  • Team Culture: Slack’s informal, interactive environment fosters team morale and makes collaboration more natural and enjoyable.

Thena.ai: AI-Powered Efficiency and Insights

  • Ticket Automation: Thena automatically converts Slack conversations into Zendesk tickets, reducing manual tasks for agents.
  • Sentiment Analysis: Thena detects customer sentiment, helping teams identify and prioritize urgent issues.
  • In-Context Ticketing: Support conversations can happen directly in Slack, keeping communication convenient and comfortable for chat-oriented customers.
  • Smart Routing: Thena intelligently routes inquiries to the best-suited agents based on expertise, availability, and past performance, speeding up resolution times.
  • Automated Responses and Tagging: Thena provides pre-set replies, collects customer details, and tags relevant teams, saving time and ensuring efficient handling.
  • Advanced Analytics: Beyond standard reports, Thena offers deep insights into team dynamics, customer journeys, and predictive data to enhance support strategies.

Integrating Zendesk, Slack, and Thena builds a comprehensive support system for B2B SaaS companies. Precisely, it enhances service quality, facilitates smooth team collaboration, and provides essential insights for ongoing improvements.

Comparing Thena.ai and Zendesk for Enhanced Support Operations

Incorporating Slack and Zendesk into your support strategy can transform workflows, but choosing the right tools for ticket management can elevate that experience even further. 

While Zendesk provides a strong foundation for managing customer interactions, adding Thena.ai brings AI-driven enhancements that support faster responses, smarter ticket routing, and deeper customer insights—factors that can significantly impact customer satisfaction and team efficiency.

To help you decide which features best fit your team’s needs, here’s a side-by-side comparison of Thena.ai and Zendesk. This breakdown highlights where Thena.ai’s automation and advanced analytics enhance what Zendesk offers, allowing for more seamless, proactive customer support.

FAQs About Zendesk Slack Integration

1. Can the Zendesk-Slack integration handle all types of customer inquiries?

The native Zendesk-Slack integration is well-suited for basic ticket updates and notifications but may fall short for complex or cross-departmental inquiries. For more advanced needs, additional tools like Thena.ai can enhance functionality with features like smart routing and real-time collaboration.

2. Does the integration work for multiple Slack channels?

Yes, you can set up Zendesk notifications for multiple Slack channels, such as separate channels for billing or technical support. However, it’s important to carefully configure notifications to avoid overwhelming teams with alerts.

3. How does Thena.ai make communication between Zendesk and Slack smoother?

Thena.ai acts as a smart bridge between Zendesk and Slack by:

  • Converting Slack chats directly into Zendesk tickets.
  • Keeping both platforms updated in real time, so nothing falls through the cracks.
  • Enabling team collaboration right within Slack, with easy mentions and file sharing.
  • Automating repetitive tasks, saving agents time on both platforms.

4. Can Thena.ai automate tasks in Zendesk and Slack?

Absolutely. Thena.ai can handle many automations, like sending canned responses, updating fields in Zendesk, and even triggering Zendesk actions (like creating a ticket) based on events in Slack.

5. Can I customize notifications in Slack with Thena.ai?

Yes! Thena.ai offers workflows and channel routing that allow you to set up notifications based on specific ticket types, urgency, or even customer preferences, so you only see what’s relevant.

6. Does Thena.ai provide real-time updates from Zendesk to Slack?

Yes, it does. Thena.ai supports real-time updates, so every Zendesk ticket change shows up instantly in Slack, keeping your team in the loop without delay.

7. Are there any limitations on the types of Zendesk tickets Thena.ai can manage?

Thena.ai works with most standard Zendesk ticket types. However, custom Zendesk features may require extra configuration, and advanced workflows may need a paid Thena.ai plan.

8. How does the integration improve team collaboration?

Thena.ai makes team collaboration smoother by:

  • Allowing direct conversations about tickets in Slack channels, so no info gets lost.
  • Enabling quick @mentions to bring teammates into discussions.
  • Supporting file sharing directly in Slack threads for easy access.
  • Keeping ticket updates visible to everyone in real time, boosting transparency and teamwork.

9. How does Thena.ai work with Slack’s threaded conversations?

Thena.ai captures complete Slack threads for Zendesk tickets, so agents have the full context. It can even analyze the sentiment across conversations and link tickets back to the Slack thread, making collaboration seamless.

10. Can the integration prioritize Zendesk tickets in Slack?

Yes, Thena.ai can prioritize tickets based on urgency and route them to specific Slack channels for faster handling. Smart routing ensures that high-priority tickets reach the right people quickly, while sentiment analysis helps prioritize tickets based on customer tone.

11. Are there costs associated with using Thena.ai with Zendesk and Slack?

Using Thena.ai may come with subscription costs and possibly Zendesk add-ons for advanced features. However, the time savings, better efficiency, and improved customer satisfaction often make it a worthwhile investment.

12. Why integrate Zendesk with Slack at all?

Connecting Zendesk and Slack speeds up responses, improves teamwork, and simplifies support workflows. It’s a powerful way to boost productivity and deliver better service.

13. Can Zendesk tickets be created directly from Slack messages?

Yes! Both the native integration and Thena.ai allow for message-to-ticket conversion, making it easy to kickstart a support request.

14. How can I route Zendesk alerts to specific Slack channels?

You can set up rules in both the native integration and Thena.ai to match notifications with specific ticket details, ensuring alerts go to the right channels.

15. Can I discuss Zendesk tickets directly in Slack?

With the native integration, direct replies often require access to Zendesk. However, Thena.ai allows for in-Slack chats, so agents can discuss issues without leaving Slack.

16. Can I search for Zendesk tickets within Slack?

Yes! Thena.ai lets you search for tickets directly in Slack, giving you easy access to ticket details without toggling back to Zendesk.

17. Are there any feature limitations with the Zendesk-Slack connection?

With free versions of Zendesk or Slack, some features or data usage might be restricted. For full functionality, teams often upgrade to paid plans.

18. How can I get the most out of the Zendesk-Slack integration?

Map out workflows, set up pre-made responses, and encourage team collaboration to make the integration work smoothly and efficiently.

19. What sets Thena.ai apart in the Zendesk-Slack integration?

While Zendesk-Slack integrations cover the basics, Thena.ai goes further by leveraging AI to automate complex tasks triggered from either platform. It also features advanced sentiment analysis, detecting not only keywords but potential frustration in Slack conversations, allowing teams to proactively support customers. Thena.ai seamlessly integrates Slack features like mentions and file sharing to boost team collaboration. With customization options, chatbots, and pre-filled templates, Thena.ai is a powerful, customer-focused solution for Zendesk-Slack integration.

20. Can Thena.ai handle Zendesk tickets from sources other than Slack?

Yes! Thena.ai manages tickets from various channels, including emails, chat, and more, making it versatile across multiple communication platforms.

21. How does Thena.ai’s sentiment analysis improve ticket handling?

Thena.ai’s sentiment analysis helps teams identify which tickets are urgent and which are less critical, allowing agents to address high-stress situations faster and avoid potential customer frustrations.

22. Does Thena.ai work with Zendesk’s self-service knowledge base?

Yes, it does. Thena.ai can recommend relevant help articles to both customers and agents, providing quick answers and reducing support workloads.

23. How does Thena.ai enhance teamwork for Zendesk support?

Thena.ai brings collaboration features right into Slack, including chat threads, notes, and mentions. This setup makes it easy for teams to communicate directly on tickets, share updates, and assign tasks without leaving Slack.

Troubleshooting Common Integration Issues

Integrating Slack with Zendesk can occasionally present a few challenges, especially as each platform has its own settings and nuances.

For example, some users find that hyperlinked text doesn’t always display correctly when Zendesk messages are sent to Slack, or they might experience issues with how support agent profiles appear. While Thena is built for flexibility and adapts to many configurations, sometimes the complexity of integrating multiple platforms can lead to minor hiccups.

To make troubleshooting easier, we’ve put together a dedicated FAQ page that covers frequently encountered issues and common solutions. This resource is designed to help you address obstacles quickly so you can keep your team focused on delivering great support.

The Bottom Line

As your organization grows, meeting your customers where they are—like on Slack—becomes essential. To keep up with these demands, your support team needs the right tools and a streamlined process to deliver fast, effective service.

With Thena’s integration with Zendesk, your team is equipped to respond efficiently while adapting seamlessly to your unique workflows. Thena empowers your support teams to take action, prioritize customer needs, and maintain a smooth, collaborative process that grows alongside your organization.

Try Thena today to unlock your team’s productivity now!

Customers first, growth always.
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