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.
Zendesk and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Zendesk
Triggers when a new ticket is added to a view.
Then these actions happen in Zendesk and Zendesk
Creates a new deal.
Triggers when a new ticket is added to a view.
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
First, we need to connect Zendesk and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zendesk to Zapier.
Give Zapier access to your Zendesk account, using Zendesk credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Deal (Creates a new deal.).
Then set up another Action for Zendesk
Choose this action: New Ticket in View (Triggers when a new ticket is added to a view.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zendesk and Pipedrive.
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!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Create a new ticket.
Create a new user.
Update an existing user.
Update an existing ticket status or add comments.
Creates a ticket.
Add one or more tags to an existing ticket.
Pipedrive alternatives
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