SmartZENDESK

Integrate Zendesk with your CRM for Real-Time Case Management & Unified Constituent Views

+ One-off set up fee: £500
(based on standard set up)

+ One-off set up fee: $650
(All prices in USD, set up fee based on standard configuration)

+ One-off set up fee: $900
(All prices in CAD, set up fee based on standard configuration)

+ One-off set up fee: $1000
(All prices in AUD, set up fee based on standard configuration)

About SmartZENDESK

For non-profits using Zendesk to manage vital client interactions, a unified view of your constituents is essential. SmartZENDESK seamlessly connects your CRM and Zendesk, eliminating fragmented data and manual updates. Get a holistic understanding of every supporter and service recipient, enhancing both fundraising and service delivery.

SmartZENDESK automates the secure, bidirectional flow of constituent and case management data. This means your teams always work with accurate, complete information, boosting efficiency and saving valuable staff time.

Key Benefits:

Unified View: Gain a 360-degree understanding of every constituent. Your support team accesses your CRM data in Zendesk, while fundraising sees case activity in your CRM, enabling personalized outreach.
Boosted Efficiency: Real-time data syncs eliminate manual entry, freeing your team for core mission work.
Flawless Data Integrity: SmartSYNC ensures consistent, accurate data across systems for informed decisions.
Streamlined Processes: Enjoy a fully managed service that handles technical heavy lifting, ensuring smooth operations without IT expertise.
Robust Security & Scalability: Trust a secure, future-proof solution that protects your data and adapts as your organization grows, backed by dedicated support.

Select your CRM:

Unify Your Donor Insights: SmartZENDESK for RE NXT

Bridge the gap between support and fundraising. Powered by our custom SmartSYNC technology, this integration automates the data flow between Zendesk and Blackbaud Raiser’s Edge NXT® to provide your team with a true 360-degree view of every constituent.

Live Action Updates: Every ticket generates an Action in Raiser’s Edge that stays synchronized with Zendesk. These Actions automatically display the latest correspondence and current status, ensuring your fundraising team always sees the most recent interactions.
Flexible Record Handling: You control how new contacts are managed. Enable auto-creation to instantly generate new records in Raiser’s Edge for unknown callers, or choose to sync only to matched records to maintain strict database hygiene.
Instant Context: Empower your support agents by automatically pushing RE NXT data—such as lifetime giving, constituency codes, and assigned solicitors—directly onto the Zendesk ticket view.
Background Sync: The integration runs automatically 24/7, eliminating the need for manual data entry or import/export routines.
Multi-Desk Support: Seamlessly connect multiple Zendesk instances to a single RE NXT database, centralizing support data from across your organization.
Tailored Configuration: We ensure the integration fits your workflow perfectly. The SmartTHING team creates and manages your custom configuration, tailoring the setup to align with your specific business rules and requirements.

💡 Learn more in our SmartZENDESK webinar

Join Our Early Access Program

We are thrilled to offer you an exclusive opportunity to join our Early Access Program (EAP), that will allow you to integrate this app into Blackbaud CRM for free.

As an early adopter, you will:

Directly affect the application’s development, ensuring it meets your organisation’s unique needs.
Seamless Integration: Our system has already successfully integrated with other CRMs so that the process will be smooth and efficient, with minimal involvement from your team.
Collaborate with our team: Enjoy the support and collaboration of our friendly team as we work together to enhance your CRM experience.
In return, we would appreciate your honest feedback on the final delivery.

Join us on this exciting journey and enjoy a custom solution that better serves your needs.