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Connections

Zendesk Connections

Add the Accoil widget to Zendesk Support tickets and Zendesk Sell leads so agents see engagement, activation, and adoption while they work.

Overview

With the Accoil integration for Zendesk, your Support and Sales teams get instant access to real-time product engagement data—right where conversations happen. No switching tabs, no digging for data.

By adding Accoil to Zendesk, you can:

  • See user and account activity at a glance while handling tickets or leads
  • Quickly assess engagement health, activation, and adoption
  • Tailor responses and outreach based on real usage, not just guesswork

What you can do in Zendesk



Where You'll See the Accoil Widget

Once installed, the Accoil widget appears automatically in both Zendesk Support and Zendesk Sell:

Zendesk Support

  • Ticket Sidebar – See product engagement while resolving a support ticket
  • Person Details Page – View user and account health in one place

Zendesk Sell

  • Lead Details Page – See if a lead is active, activated, or needs nudging
  • Person Details Page – Get key behavioral signals to guide your next step

What You’ll See in the Widget

The Accoil widget includes four tabs to give you a full view of the user and their associated account:

TabDescription
SummaryA high-level overview of account health, based on your configured summary workspace in Accoil
AccountAccount-level metrics like engagement score, activation rate, and adoption trends
UserIndividual user insights: last active, engagement score, segment membership, etc.
InfoHelpful definitions for interpreting what each metric means

Data is live from Accoil and reflects the most up-to-date user and account activity.


Switching Workspaces

Engagement data in the widget is tied to your Accoil workspaces—like “Trial Users,” “Customers,” or “Power Users.”

If the widget looks empty or isn’t showing what you expect:

  • Use the Workspaces dropdown at the bottom of the widget
  • Select a different workspace that you have access to in Accoil
  • Workspaces are shared across products, and switching views will refresh the data shown

Admin Setup & Configuration


How to Install

To install:

  1. In Accoil, go to Settings > Connections
  2. Find the Zendesk connection
  3. Click Install via Zendesk Marketplace
  4. Approve the app when redirected to Zendesk
  5. The Accoil app will now appear automatically in Zendesk

No additional configuration is required to enable the integration.


User Authentication

Each Zendesk user will need to log in to their Accoil account directly from the widget the first time they use it.

Once logged in, the widget will display engagement data for matched users and accounts.

No individual app setup or installation is needed—just log in once via the widget.


How Matching Works

Accoil matches Zendesk users to your Accoil workspace using the email address.

If the email on a Zendesk ticket, lead, or person matches a user in Accoil, the widget will automatically display data for that record.

Make sure the user’s email in Zendesk exactly matches the email in Accoil.


Use Cases by Team

TeamHow Accoil in Zendesk Helps
SupportQuickly assess user health and recent activity before responding
SalesTailor messaging to match product usage and identify qualified leads
Account ManagementSpot upsell opportunities or early signs of risk from within Zendesk

Troubleshooting

If the widget isn’t working as expected:

  • Widget not visible? Make sure your Zendesk user has permission to view apps.
  • No data showing? Check that the Zendesk contact email matches a user in Accoil in the workspace you are viewing
  • Blank widget? Try switching to a different workspace using the dropdown.

Still stuck? Reach out to the Accoil team via chat or email—we’re here to help.


Summary

The Zendesk integration helps your team act with full context. Whether you’re solving support tickets or working a lead, you’ll have the product engagement insights you need—right there in your workflow.

If there’s something you’d like to do that isn’t supported yet, let us know! We’re always improving Accoil based on real-world feedback.

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