Integrate Zendesk with Salesforce
Appy Pie Connect allows you to automate multiple workflows between Zendesk and Salesforce
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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.
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.
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Best ways to Integrate Zendesk + Salesforce
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When this happens...
New Ticket
Then do this...
Create Lead
It is natural for your support team to sometimes act as the sales team by working on potential new leads. Instead of having your support team manually send your sales people lead info, let Appy Pie Connect do it automatically. Once active, this Connect will trigger with every new ticket generation on Zendesk, automatically creating a new deal in Salesforce for your sales representatives to follow up.How this Zendesk – Salesforce integration works:- A new ticket appears in a Zendesk view
- Appy Pie Connect creates new leads in Salesforce
What Is Needed For Integration- A Zendesk account
- A Salesforce Account
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When this happens...
New User
Then do this...
Create Lead
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When this happens...
New User
Then do this...
Create Custom Object
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When this happens...
New User
Then do this...
Create Contact
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Zendesk + Salesforce
Update Contact in Salesforce when New User is created in Zendesk Read More...When this happens...
New User
Then do this...
Update Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zendesk + Salesforce without coding knowledge. Start creating your own business flow.
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New Group
Triggers every time a new group is created in Zendesk.
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New Organization
Triggers once a new organization is added to Zendesk.
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New Ticket
Triggers every time a new ticket is added to a view.
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New User
Triggers when a new user is created in Zendesk.
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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).
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Organization
Create a new organization.
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Create Ticket
Create a new ticket.
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Create User
Create a new user.
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Update Organization
Update an existing organization.
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Update Ticket
Modify an existing ticket status or add comments.
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Update User
Modify an existing user.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How Zendesk & Salesforce Integrations Work
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Step 1: Choose Zendesk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zendesk to Salesforce.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zendesk and Salesforce
Zendesk?
Zendesk is an online customer service platform that allows users to create their own customer portal. The company was founded in the year 2007 and is based out of San Francisco. They claim to be the largest provider of cloud-based customer support and help desk software that is available in 26 languages. The company’s clientele includes organizations such as Toyota, Netflix, Intuit, Siemens, Adobe, and many more.
Salesforce?
Salesforce is a cloud computing company based in San Francisco, California. The company was founded in the year 1999 by Marc Benioff and Parker Harris. The company specializes in customer relationship management (CRM), human resources management (HRM), sales force automation (SFA), enterprise resource planning (ERP), analytics, marketing automation, service cloud, social, mobile, and many more. Salesforce has its own app store called AppExchange. The company’s customers include BMW, Coca-Cpa, Dell, Dow Jones, General Electric, Hyundai Motor Group, LinkedIn, Oracle Corporation, SAP SE, Starbucks, Telefónica O2, Toyota Motor Corporation, Twitter, Verizon Communications, Walt Disney Company, Bloomberg L.P., and many more.
Integration of Zendesk and Salesforce
Zendesk is now offering a native integration with Salesforce allowing users to keep track of their sales data through their Customer Service platform. As per one of the company’s founders Mikkel Svane. “The integration with Salesforce helps companies manage their support and sales operations in one place”. The new update will allow for better and faster cplaboration between the two platforms. Users will be able to access their accounts on Zendesk seamlessly in their Salesforce account. You can also easily switch between your accounts on both the platforms and see your activity history on both the apps without logging into each account separately. In addition to this, users will also be able to see their historical data on both platforms together as well. You will be able to do so by just selecting a particular interaction or ticket on either platform.
Benefits of Integration of Zendesk and Salesforce
With the introduction of this new integration, users will now be able to keep track of their sales data through their Customer Service platform. This will not only help them easily manage all their sales data but also keep track of all the customer interactions on both platforms. This will also allow for greater cplaboration between sales and customer service teams as they will be working from the same platform. By doing so, it will improve their communication between the two departments as well which will lead to better results for their organization.
With this new integration, users will now be able to keep track of their sales data through their Customer Service platform. This will not only help them easily manage all their sales data but also keep track of all the customer interactions on both platforms. This will also allow for greater cplaboration between sales and customer service teams as they will be working from the same platform. By doing so, it will improve their communication between the two departments as well which will lead to better results for their organization.
The process to integrate Zendesk and Salesforce 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.
