PipelineDeals + Zendesk Integration

Connect PipelineDeals to Zendesk - Automate your workflows in 1-click

Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Zendesk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between PipelineDeals & Zendesk using Integrately.
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PipelineDeals + Zendesk Integration

Create Zendesk ticket for new PipelineDeals deal

PipelineDeals is a great tool for managing customer relationships. However, when an deal is created in PipelineDeals, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Zendesk whenever an deal is created in PipelineDeals. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Zendesk + PipelineDeals Integration

Create PipelineDeals person from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in PipelineDeals. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - PipelineDeals integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in PipelineDeals.

This makes it easy to keep track of your support tickets and persons in one place.
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PipelineDeals + Zendesk Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation whenever a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation whenever a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation whenever a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation whenever the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation whenever a deal is moved with

    Instant
  • Zendesk
    Ticket is created in Zendesk

    Triggers the automation whenever a new ticket is created

  • Zendesk
    Ticket is created in view in Zendesk

    Triggers the automation whenever a new ticket is created in a particular view

  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk

    Triggers the automation whenever a ticket is audited

  • Zendesk
    View is created in Zendesk

    Triggers the automation whenever a new view is created

  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk

    Triggers the automation whenever a new group is created

  • Zendesk
    Organization is created in Zendesk

    Triggers the automation whenever a new organization is created

2.
  • PipelineDeals
    Create Deal in PipelineDeals

    Automatically generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Automatically updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Automatically generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Automatically updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Automatically generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Automatically updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Automatically find information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Automatically retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Automatically creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Automatically creates a new activity with a note

  • Zendesk
    Create ticket in Zendesk

    Automatically generates a new ticket

  • Zendesk
    Update ticket in Zendesk

    Automatically updates user information

  • Zendesk
    Add comment to ticket in Zendesk

    Automatically adds a tag to a ticket for easy categorization and tracking

  • Zendesk
    Search ticket in Zendesk

    Automatically searches for a ticket

  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk

    Automatically generates a new user account

  • Zendesk
    Update user in Zendesk

    Triggers the automation whenever a new user is created

  • Zendesk
    Search agent in Zendesk

    Automatically searches for a group

  • Zendesk
    Search user in Zendesk

    Automatically searches for a user

  • Zendesk
    Get user by id in Zendesk

    Automatically retrieves user information using their ID

  • Zendesk
    Create organization in Zendesk

    Automatically generates a new invoice

  • Zendesk
    Update organization in Zendesk

    Automatically updates organization information

  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

    Automatically finds and retrieves information about a organization

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