Salesforce + Zendesk

Update Salesforce records when new tickets in view appear in Zendesk

Stay on top of your customer service tasks with this workflow. When a new ticket appears in Zendesk, it will automatically update the corresponding record in Salesforce. This ensures that all your customer information is up to date, reducing duplicative work and making room for more meaningful customer interactions.

Stay on top of your customer service tasks with this workflow. When a new ticket appears in Zendesk, it will automatically update the corresponding record in Salesforce. This ensures that all your customer information is up to date, reducing duplicative work and making room for more meaningful customer interactions.

  1. When this happens...
    ZendeskZendesk
    New Ticket in View

    Triggers when a new ticket is added to a view.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

  • Zendesk triggers, actions, and search

    New Group

    Triggers when a new group is created.

    Trigger
    Scheduled
    Try It
    • Organization

    Trigger
    Scheduled
    Try It
  • Zendesk triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Organization

    Trigger
    Scheduled
    Try It
    • ViewRequired

    Trigger
    Scheduled
    Try It
    • Tags

    Trigger
    Instant
    Try It
    • Ticket (Required for non-admins)

    Trigger
    Scheduled
    Try It
  • Zendesk triggers, actions, and search

    New User

    Triggers when a new user is created.

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zendesk logo
zendesk logo

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
Learn more

Related categories

  • Customer Support

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