Zendesk

CompanyDNA's integration with Zendesk enhances your ability to manage and analyze CRM data, enabling you to make more informed and effective business decisions. When you authorize CompanyDNA to connect with your Zendesk account, specific access permissions are requested to enrich your analytical experience by accessing user and CRM details.

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Why Integrate Zendesk with CompanyDNA?

Integrating the Zendesk application with CompanyDNA offers users a powerful way to streamline the management and analysis of their CRM data by leveraging the extensive scopes available, including deals, contacts, companies, tasks, events, and calls. By accessing and analyzing this data, CompanyDNA enables users to transform raw sales data into actionable insights, optimize sales strategies, improve team collaboration, and make informed decisions based on comprehensive data analysis. CompanyDNA's AI-driven indexing ensures that all sales data is organized and analyzed efficiently, empowering users to maximize the potential of their Zoho Bigin usage.

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Access and Permissions

Deals Access: Grants access to the list of deals you have created. This enables CompanyDNA to analyze deal structures and provide insights into deal progress and conversion rates.

Contacts Access: Allows access to contact details within Zoho Bigin. This helps in organizing and understanding relationships with potential clients.

Companies Access: Provides access to company information that includes business details and interaction history. This is crucial for understanding and managing business relationships.

Tasks Access: Grants access to tasks related to deals and contacts. This helps in tracking and managing sales activities efficiently.

Events Access: Provides access to events logged within Zoho Bigin. This is important for understanding engagement levels and scheduling follow-ups.

Calls Access: Grants access to call records and details. This helps in assessing communication efforts and optimizing follow-up strategies.

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Why Do We Need This Access?

The access permissions requested are vital for providing a comprehensive view of your sales data and user interactions. By accessing deals, contacts, companies, tasks, events, and calls, CompanyDNA can deliver deep insights into how your sales processes perform, how users interact with leads and clients, and how opportunities evolve over time. This information is crucial for optimizing sales strategies, improving team collaboration, and making data-driven decisions to enhance your sales performance.

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Your Control and Privacy

Your privacy and control over your data are of utmost importance. You have the authority to manage and revoke these permissions at any time through your Zoho Bigin account settings. Data obtained by CompanyDNA from third-party applications is stored on your own AWS S3 storage, ensuring that CompanyDNA AI has no direct connection with this data. At CompanyDNA, we prioritize the security and privacy of user data above all else. Permissions for accessing applications like Zoho Bigin are managed securely via OAuth, ensuring that user consent is explicitly obtained and respected. CompanyDNA strictly adheres to Zoho Bigin's guidelines and data protection policies to ensure the security and privacy of your information.

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Getting Started

To integrate your Zoho Bigin account with CompanyDNA:

Log in to your CompanyDNA dashboard.

Navigate to the 'Integrations' section.

Select Zoho Bigin and follow the prompts to authorize read access.

Once disconnected, your sessions in both the CompanyDNA Dashboard and Zoho Bigin will be securely terminated to maintain privacy and data integrity.

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For any questions or need for assistance, please reach out to our support team at hello@companydna.ai.

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