Documentation/Zendesk Integration

Zendesk Integration

Turn support tickets into product ideas

Overview

IdeaLift for Zendesk bridges the gap between your support team and product development. With one click, agents can send valuable customer feedback from Zendesk tickets directly to your product backlog—and automatically notify customers when their ideas ship.

1-Click
Ticket capture
Auto
Status sync
AI
Duplicate detection
Close
The feedback loop

Key Features

One-Click Ticket Capture

  • • Send any ticket to IdeaLift from the ticket sidebar
  • • Automatically extracts ticket details, requester info, and context
  • • Categorize as feature request, bug report, or improvement
  • • Add agent notes for additional context

Automatic Status Sync

  • • IdeaLift status changes reflect in Zendesk
  • • Keep agents informed without leaving Zendesk
  • • Track ideas from "captured" through "shipped"

Customer Feedback Loop

  • • Automatically notify customers when their ideas ship
  • • Choose between public reply or internal note
  • • Customizable notification templates
  • • Close the loop and increase customer satisfaction

Duplicate Detection

  • • AI-powered detection prevents duplicate ideas
  • • Link multiple tickets to the same idea
  • • See vote counts from aggregated feedback

Installation

1Install from Zendesk Marketplace

Search for "IdeaLift" in the Zendesk Marketplace or use the direct installation link.

Install from Marketplace

2Connect Your IdeaLift Account

After installation, click the IdeaLift icon in the Zendesk navbar to complete OAuth setup:

  1. Click "Connect to IdeaLift" in the navbar app
  2. Log in to your IdeaLift account (or create one)
  3. Authorize the connection
  4. Select your workspace

3Configure Settings (Optional)

Customize how IdeaLift works with your Zendesk:

  • • Default category for new ideas
  • • Notification preferences
  • • Customer notification templates

How to Use

Capturing a Ticket

  1. 1.Open any Zendesk ticket
  2. 2.Find the IdeaLift panel in the ticket sidebar
  3. 3.Click "Send to IdeaLift"
  4. 4.Select a category (Feature, Bug, Improvement)
  5. 5.Add optional agent notes for context
  6. 6.Click "Capture" to create the idea

Viewing Linked Ideas

Once a ticket is linked to an idea, the sidebar will show:

  • • The idea title and ID
  • • Current status (Captured → Planned → In Progress → Shipped)
  • • Link to view in IdeaLift dashboard
  • • Vote count if multiple tickets are linked

Customer Notifications

When an idea status changes to "Shipped", IdeaLift can automatically notify the customer:

  • Public Reply: Adds a reply to the ticket that the customer sees
  • Internal Note: Adds an internal note for agents only
  • No Notification: Status updates silently

Pro tip: Use customer notifications to close the feedback loop and show customers you listen to their feedback.

What Gets Captured

Captured

  • Ticket subject (becomes idea title)
  • Ticket description
  • Requester name and email
  • Ticket priority and type
  • Link back to Zendesk ticket
  • Agent notes (optional)

Not Captured

  • Ticket comments/conversation
  • Attachments
  • Custom fields
  • Internal notes

Pricing

Free 14-day trial. Pricing based on agent count:

Up to 25
agents
$49/mo
Up to 100
agents
$149/mo
Up to 500
agents
$349/mo
Enterprise
unlimited
Contact us

Troubleshooting

IdeaLift panel not showing in sidebar

Make sure the app is enabled in Zendesk Admin → Apps → Manage. You may need to refresh the ticket page.

"Not connected" error

Click the IdeaLift icon in the navbar and complete the OAuth connection. Make sure you have an IdeaLift account.

Duplicate detection not working

Duplicate detection requires a Pro plan or higher. It uses AI to compare the content of tickets, so very different phrasing may not be detected as duplicates.

Customer notifications not sending

Check your notification settings in the IdeaLift navbar app. Make sure "Notify on ship" is enabled and you have a notification template configured.

Requirements

  • Zendesk Support (all plans)
  • IdeaLift account (free trial available)
  • Admin access to install Zendesk apps

Need Help?

Having issues with the Zendesk integration?