How to Integrate ProProfs Project with ProProfs Help Desk
Handling and conveying customer feedback becomes clunky when you grow your business but still use email as your primary project management tool.
ProProfs offers everything in one place, including customer support, project management, CRM, ticket and agent ratings, feedback management, and training and development.
Pairing ProProfs Project & Help Desk helps you upscale your support operations and build a customer-first, sustainable business.
Enabling Project within Help Desk lets your support team seek help from other departments. They can create project tasks from customer tickets without leaving the help desk.
For example, a ticket for a particular feature request demands the technology team’s help. The support agent can create a task from this ticket and add it to the right project with a click. The support agents see real-time task status and comments from other teams within the help desk.
Benefits of integrating ProProfs Project with ProProfs Help Desk:
- Enhanced collaboration: The integration allows support agents to seek help from other teams and departments by creating project tasks from customer tickets, which improves communication and coordination.
- Improved productivity: The integration enables support agents to manage projects, tasks, and sub-tasks without leaving the help desk dashboard, which saves time and effort.
- Faster issue resolution: The integration helps support agents track the progress of tasks, receive feedback from other teams, and update customers about the status of their issues, which leads to higher customer satisfaction.
1. The API key
2. The domain name of your Project account
This article covers the following:
Step 1: Select your ProProfs Project profile icon and choose "My Account." Scroll to the bottom and copy the API key. You’ll need it later.
If you see Create New Key, select it to generate and copy an API key.
Step 2: Select "Change Company" and copy the domain name.
Keep this information handy for the next step.
Step 1: In your Help Desk account, select Settings > Integrations and choose "Project Management."
Step 2: Turn on ProProfs Project to show the Domain and Key fields. Enter the domain name and the API key. Select "Save" to finish the integration
To see how the integration works, open a ticket and look for the project integration button on the sidebar. Select it to create a task from this ticket and add it to the project you want.