Zendesk
We want Linear to seamlessly embed into your existing workflows including customer support. Our Zendesk integration makes it easier for you and your team to keep track of bugs and feature requests and interact with the customers who report them.
Overview
Our Zendesk integration lets you create Linear issues from Zendesk or link existing issues to your Zendesk tickets. When linked, Linear issue information is shown inside Zendesk and a link to Zendesk is added to your Linear issue. Automate updating Zendesk tickets when its related Linear issue has been closed (Done or Cancelled). Our integration will also re-open the ticket so that your agents will be able to notify the customers.
G then S to go to Settings > Workspace > Integrations > Zendesk
Configure
Install
There are two steps to installing the Zendesk integration:
- Install and approve Linear for your Zendesk workspace by installing it from Zendesk Marketplace. This will add the Linear widget to your Zendesk ticket sidebar.
- Enable Zendesk automation from Linear's Zendesk settings page. This will enable ticket re-opening and updates to your tickets.
Important: Step 2 will also create a Linear bot user on your Zendesk account to post updates to connected tickets. Make sure you have enough seats to create the user.
After you installed Linear add-on, it will show up in the right sidebar when viewing a ticket. Each agent will have to login to their Linear account from the application to create and view issues.
Requirements
At this point our integration requires that each Zendesk agent who installs Linear will also need to have a Linear account, since the linked issues will be created in their name. This will also allow agents to open the Linear issue to update it or add more information.
Depending on your Zendesk seat count, this can lead to extra costs and we're looking into providing optionality in the future where this would not be required.
Basics
Create new issues
Create a new issue from the Zendesk widget. It will bring up a form which requires a title and that you assign the issue to a team. The description will auto-populate with the conversation content and any files shared by the customer, which you can edit. Optionally assign the priority, assignee, or add a label.
When linked, Linear issue information is shown inside Zendesk while viewing the related ticket. This also adds a link to the Zendesk ticket from the Linear issue.
Link existing issues
Search for issues by their issue ID or words in the title to link them. This will add a Zendesk link to the Linear issue. Zendesk's issue search works the same way as our in-app Search.
Re-open conversations
In the integration settings page, you can automate the reopening of the linked issue when it's completed, cancelled or a comment is made. The integration will post an internal note and re-open the conversation in Zendesk so it's easy to follow up with customers.
Link multiple issues
Sometimes customers will write in with multiple requests at one time. You can link as many Zendesk tickets to a Linear issue as you like.
Link Zendesk tickets in Linear issues
- Click on contextual menu icon
…to the top right of the issue - Click Add link
- Click Zendesk ticket
Unlink issues
Click Unlink from the Linear widget to remove the link between the ticket and a Linear issue. You can also remove this from the Linear issue by right-clicking on the issue link.
Merge duplicate reports
It's common for support requests to relate to bugs or issues already filed in Linear. When you merge duplicate issues that have Zendesk links, we'll move any Zendesk links and comments over to the canonical issue and update the linked Zendesk ticket so that it's connected to the canonical issue and automations work.
Click Unlink from the Linear widget to remove the link between the ticket and a Linear issue. You can also remove this from the Linear issue by right-clicking on the issue link.
Filter for Zendesk links
From any Linear view, you can filter by issues linked to Zendesk tickets. Click F then select Links and then select Zendesk.