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Getting started for SMB

Alessandro Angioni avatar
Written by Alessandro Angioni
Updated yesterday

Setting up SnapCall within your Zendesk workspace takes minutes and can be done by following the instructions below:

Create an account

You can create an account by clicking here.

You can sign up with any email you prefer as long as it was not already used. Google, Microsoft and SSO sign in are also supported.

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Complete the onboarding

Once the account is created you will be guided through a few steps onboarding process.

There, add your name, your workspace name as well as the rest of the company details. The company website will be used recommend articles to clients when they upload a media via SnapCall.

When prompted to confirm your CRM, select Zendesk and add your subdomain to the URL. Once done, a new tab will open, where you will be able to authorize SnapCall to access your Zendesk workspace.

This is necessary for SnapCall to create or update tickets, as well as to access your Zendesk Messaging widget.

Request workspace upgrade

Once the workspace is created, check your account status by looking at the top left side of the screen. If it says 'Free', drop an email to support@snapcall.io to request the account upgrade or sponsorship. If you sign up with a ‘zendesk.com’ email domain, your workspace will be automatically sponsored.

To verify if the account is upgraded or not, check the logo on the top left side of the screen: if this is ‘Free’ then you cannot continue the configuration. If this is ‘Pro’, ‘Enterprise’ or ‘Partner’, please continue the configuration using the instructions below.

Add users to your workspace

The option to add users is available on the settings of your Workspace, which can be accessed from the menu on the top right of your screen.

When you add a user, you will be requested to add an email address and their role within. Snapcall will then send an email invitation to the designated address, so that the new user can create an account, add their name and the rest of their data if they would like to.

Install SnapCall on your workspace

Installing SnapCall in your Zendesk workspace will allow your agents to start video call right from this platform, without the need of leaving the CRM or switching tabs in the browser.

The most important thing is to look for SnapCall on the Zendesk marketplace. If you're unable to locate that for any reason, here's the link to install it.

Install SnapCall into your Zendesk Messaging widget


​Now that you installed the SnapCall app, head to Zendesk ticketing view as an agent or admin. Use the SnapCall widget on the top right side of the screen to login to your SnapCall account.

Once the widget is open, head to settings on the bottom right, then look for 'Zendesk Messager'. Ensure this is connected as shown on the screenshot above.

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