Zendesk
Zendesk is a customer support platform that lets businesses connect with their customers on various channels - from phone, email, social media, to knowledge base support.
No matter where customers want to connect, Zendesk brings all your customer interactions to one easy to use platform for tracking support requests, training agents, etc.
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Email Relay (Google Workspace)
In order to use your existing email tenant (Google Workspace) to deliver email from Zendesk, Email relay will need to be configured. There are 2 key components within Zendesk that need to be configured:
Note
This does not cover email communications that include attachments Reference here: https://support.zendesk.com/hc/en-us/articles/4408835030426-Enabling-automatic-ticket-creation-for-your-Gmail-inbox
If your workflow includes attachments or any file exchanges please look at our native Zendesk integration here: https://support.virtru.com/hc/en-us/articles/6605921514135-Secure-Share-for-Zendesk-Overview
Support Addresses
- Admin
- Support Addresses
Send Via Gmail
- Admin
- Send Via Email (enable)
Outbound Emails
For outbound emails that need to be routed to the Virtru Data Protection Gateway for encryption. We recommend the following configuration:
Zendesk & Gmail Configuration
- Email Relay is configured in Zendesk and email is flowing to your Gmail Environment
- Triggering Compliance Rule(s) is Configured
Outbound Encrypt Hosted Gateway Configuration
*Please note that all email addresses that are sending email from Zendesk through the Gateway need to be licensed Virtru users
Inbound Emails
For inbound emails that need to be routed to the Virtru Data Protection Gateway for decryption. We recommend the following configuration:
Zendesk & Google Workspace Configuration
- Zendesk Routing Address is configured
-
- This is configured in the Email setup page in Zendesk, which is referenced above
Inbound Decrypt Hosted Gateway Configuration
*Please note that all email addresses that are sending email from Zendesk through the Gateway need to be licensed Virtru users
Ticket Threading
Virtru supports Zendesk case threading via MessageID, In Reply To & References.
Additional Information regarding Zendesk Ticket threading can be found via the following link:
Triggering Compliance Rule
In order for the Gmail compliance rule to trigger based on the key words we’ve configured, we need to ensure that the email from Zendesk contains the keyword(s).
The following methods have been tested:
- A user manually adds the keyword to the subject line
- An administrator can create a macro in the email page which will add the keyword to the subject line
- Additional Zendesk references can be found via the following link
- An administrator/user can create a custom email template with the keyword added to the subject line
- Additional Zendesk references can be found via the following link