Connect support tickets with patient statements, transactions, and account status in real time.

Overview

The Zendesk integration connects Balance with your support operations, giving agents access to billing data within tickets. Eliminate context switching and resolve inquiries faster with real-time account visibility.

By synchronizing statement and payment activity with support workflows, teams can reduce response times and improve customer satisfaction.

How It Works

When billing questions arise on Balance, the integration updates the corresponding Zendesk ticket or customer profile.

Support agents can link to relevant billing details alongside customer conversations, enabling faster troubleshooting and more accurate responses.

Configure

1. Navigate to the Integrations section in your dashboard.

2. Select Zendesk and authorize your support account.

3. Map customer identifiers to ensure proper ticket synchronization.

4. Choose which financial events should update tickets or trigger new ones.

5. Save your configuration and test the integration.