Salesforce + Zendesk Integration

Connect Salesforce to Zendesk in 1 click

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1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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Ready Workflows Ready Workflows   for Salesforce + Zendesk Integration

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Most popular automationsmost-popular-automations
Zendesk + Salesforce Integration

Create Salesforce contact 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 contacts in Salesforce. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Salesforce + Zendesk Integration

Create Zendesk ticket for new Salesforce opportunity

Salesforce is a great tool for managing customer relationships. However, when an opportunity is created in Salesforce, it can be difficult to track the progress of that opportunity 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 opportunity is created in Salesforce. 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 opportunity.
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Who Is This Integration For?

Customer Support Teams
Customer Support Teams
Sales Teams
Sales Teams
Account Managers
Account Managers
Marketing Teams
Marketing Teams
Product Teams
Product Teams
Customer Support Teams
Customer support teams often struggle with getting up-to-date information about customers when handling tickets in Zendesk. They need an efficient way to access and update customer information stored in Salesforce without switching between platforms.
Sales Teams
Sales teams want a streamlined process to track when a customer they are engaged with raises a support ticket in Zendesk, so they can follow up appropriately. Coordinating between sales and support is crucial, but it's often hindered by disjointed systems.
Account Managers
Account managers need to ensure that important client interactions in Salesforce are flagged for support actions in Zendesk. They often miss opportunities to preemptively address customer issues due to lack of notification about crucial account changes.
Marketing Teams
Marketing teams need visibility over customer queries and feedback raised through support tickets to tailor campaigns better. However, these insights are often lost because they reside separately in Zendesk.
Product Teams
Product teams require ongoing feedback from customers to prioritize feature development and bug fixes. This feedback is typically channeled through Zendesk tickets, and they need an effective way to connect these insights to customer data in Salesforce.
Salesforce logo
Zendesk logo

What Can You Automate With Salesforce + Zendesk

Automatically create Zendesk tickets from new Salesforce opportunities
Whenever a new sales opportunity arises in Salesforce, automatically generate a Zendesk support ticket. This ensures your support team is aware of potential priority customers and can prepare for any queries, helping you provide top-notch support.
Update Salesforce contacts with Zendesk ticket status changes
Keep your Salesforce contacts' records updated whenever a Zendesk support ticket's status changes. This integration helps your sales team stay informed about each customer's ongoing issues, directly improving customer interactions.
Notify sales teams in Salesforce about new high-priority Zendesk tickets
Trigger notifications in Salesforce for your sales team whenever a high-priority Zendesk ticket is created. This keeps your salespeople informed about urgent customer issues, allowing them to coordinate better with the support team.
Create Zendesk tickets from Salesforce contact updates
When key updates occur in Salesforce contact records—such as a status change or new interaction—automatically create a corresponding ticket in Zendesk. This ensures that no customer engagement initiatives fall through the cracks, improving communication with customers.
Sync feedback from closed Zendesk tickets to Salesforce
When a Zendesk ticket is closed, automatically record feedback notes into Salesforce. This keeps your CRM updated with valuable insights to help improve future customer interactions and product development based on customer feedback.
And much more...
Automations

Top 10 Most Popular Salesforce Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
Activate
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
Activate
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
Activate
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
Activate
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
Activate
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
Activate
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
Activate
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
Activate
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
Activate
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
Activate
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
Activate
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
Activate
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
Activate
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
Activate
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
Activate
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
Activate

Top 10 Most Popular Zendesk Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Zendesk logo
Create Zendesk ticket for new Elementor Forms form submission
02
Zendesk logo
Notion logo
Create Notion database item for new Zendesk ticket
03
Zendesk logo
Telegram logo
Send Telegram message for new Zendesk ticket
04
Zendesk logo
WhatsApp logo
Send WhatsApp message for new Zendesk ticket
05
WPForms logo
Zendesk logo
Create Zendesk ticket for new WPForms form submission
cloud
Zendesk
app integration
06
Survey Monkey logo
Zendesk logo
Create Zendesk ticket for new Survey Monkey survey response
07
Zendesk logo
Salesforce logo
Create Salesforce opportunity for new Zendesk ticket
08
Zendesk logo
Slack logo
Send Slack message for new Zendesk ticket
09
Zendesk logo
Slack logo
Send Slack message for new Zendesk ticket
10
Zendesk logo
ActiveCampaign logo
Create ActiveCampaign deal for new Zendesk ticket
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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You Can Also Connect Salesforce or Zendesk With 1400+ Other Apps

Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
Zendesk
Zendesk
Zendesk is the leading customer service software for businesses. We help you deliver great support using a single application that unifies all of your customer touchpoints, including self-service, social media, and more.