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Integration with Zendesk Sell (previously Base CRM)

TO INTEGRATE TIDIO CHAT WITH ZENDESK SELL, SIMPLY FOLLOW THE STEPS BELOW:

  • In the chat admin panel, go to Settings > Integrations and click on the Base CRM tile.
  • The app is now added to your account. To finish the integration, you will need to add your Access Token into the Base CRM tab.
  • Log into your Base CRM panel to download your Access Token.
  • Once you are logged in, click on your name in the top right corner and choose Settings.
  • Next, go to the OAuth tab and select +Add Access Token.
  • Name your new Access Token and click Save.
  • On the following screen, make a copy of your Access Token.
  • Return to your Tidio Chat panel to paste your Access Token into the Base CRM app settings.
  • Save your settings to activate the integration. Your chat is now fully integrated with Base CRM!

If you are experiencing any trouble with this integration, please contact us via live chat or at [email protected]

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