Integrate Salesforce with Zendesk

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Zendesk

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
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Best Salesforce and Zendesk Integrations

  • Salesforce Integration Zendesk Integration

    Salesforce + Zendesk

    Create Ticket to Zendesk from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zendesk Integration Create Ticket
  • Salesforce Integration Zendesk Integration

    Salesforce + Zendesk

    Update User in Zendesk when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zendesk Integration Update User
  • Salesforce Integration Zendesk Integration

    Salesforce + Zendesk

    Create User to Zendesk from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zendesk Integration Create User
  • Salesforce Integration Zendesk Integration

    Salesforce + Zendesk

    Create Organization to Zendesk from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zendesk Integration Create Organization
  • Salesforce Integration Zendesk Integration

    Salesforce + Zendesk

    Update Ticket in Zendesk when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zendesk Integration Update Ticket
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Zendesk in easier way

It's easy to connect Salesforce + Zendesk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Zendesk Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zendesk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Zendesk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Zendesk

The Salesforce and Zendesk integration is a great spution for businesses looking to utilize both platforms. It is easy to use, improves automation and productivity, and provides the sales team with a number of analytical tops. The integration of these two platforms has been the subject of many case studies, and for good reason. The Salesforce and Zendesk integration makes it easy for businesses to manage their contacts and leads.

Body

The Salesforce and Zendesk integration is of great use to businesses that want to improve their sales process and increase their productivity. The integration of these two platforms provides a convenient way to access information while working on your next big deal. For example, if you are working with a customer who is interested in a product or service, you can use the Salesforce and Zendesk integration to instantly look up the customer’s contact information, track the progress of the deal, and access a variety of other tangential information that might prove useful during negotiations. The Salesforce and Zendesk integration also allows for easy workflow automation between the two platforms. If you have an opportunity that invpves multiple departments within your organization, the Salesforce and Zendesk integration allows you to quickly create automated workflows that eliminate data entry errors and streamline the process of communicating between departments. This makes it easier for customers to reach out to you for additional information, or for you to fplow up with them after receiving a quote or proposal from them.

Conclusion

The process to integrate Salesforce and Zendesk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.