Zendesk
Pipedrive
zapier

An automated workflow using zapier

Connects Zendesk + Pipedrive

Add new Zendesk tickets to Pipedrive as deals

About this workflow template

This automation scenario allows you to connect Zendesk and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Zendesk and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Add new Zendesk tickets to Pipedrive as deals
Workflow diagram: Zendesk + Pipedrive integration

How it works?

When this trigger fires in Zendesk

Zendesk

New Ticket in Zendesk

Triggers when a new ticket is added to a view.

Then this action happens in Pipedrive

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Zendesk tickets to Pipedrive as deals.

Part I

Configure Applications

First, we need to connect Zendesk and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zendesk to Zapier.

    Connect Zendesk to Zapier.

    Give Zapier access to your Zendesk account, using Zendesk credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Zendesk

    Set up a Trigger action for Zendesk

    Choose the following trigger: New Ticket (Triggers when a new ticket is added to a view.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zendesk and Pipedrive.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Zendesk tickets to Pipedrive as deals!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

    zapier
    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Zendesk

    Create ticket

    Create a new ticket.

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    actionbyzapierintegratelypabbly-connectpipedream
  • Zendesk

    Create user

    Create a new user.

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    actionbyzapierintegratelypabbly-connect
  • Zendesk

    Update user

    Update an existing user.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zendesk

    Update ticket

    Update an existing ticket status or add comments.

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    actionbyzapierintegratelypabbly-connectpipedream
  • Zendesk

    Create a ticket

    Creates a ticket.

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    actionbyintegromat
  • Zendesk

    Add tag(s) to ticket

    Add one or more tags to an existing ticket.

    zapierpabbly-connect
    actionbyzapierpabbly-connect

Apps you need

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