Salesforce + Zendesk
Create Salesforce leads from new Zendesk tickets in view
Easily manage your customer queries and sales leads together with this workflow. When a new ticket appears in your Zendesk view, a corresponding lead is created in Salesforce. This eliminates manual data entry and ensures that every support request is immediately considered as a potential sales opportunity. Track your leads effectively while effectively responding to customer issues.
Easily manage your customer queries and sales leads together with this workflow. When a new ticket appears in your Zendesk view, a corresponding lead is created in Salesforce. This eliminates manual data entry and ensures that every support request is immediately considered as a potential sales opportunity. Track your leads effectively while effectively responding to customer issues.
- When this happens...
New Ticket in ViewTriggers when a new ticket is added to a view.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWriteCreate a new record or update an existing record in your app.
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New Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTicket (Required for non-admins)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUserRequired
user_delete_copy
Permanent Deletion
user_delete_test_copy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
Should the comment be public?
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Subject
Assignee
Group
New status
New Comment to add to the Ticket
New Comment format
Should the new Comment be public?
Tags
Additional Tags
Remove Tags
Type
Priority
Submitter
Brand
External ID
Requester
Sharing Agreements
Ticket form
Collaborators
Collaborator Emails
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Type
SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Details
Notes
Tags
Domain Names
External Id
Group Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Comment body
Comment format
Should the Comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Name
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
NameRequired
Details
Notes
Tags
Domain Names
External Id
Group Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Salesforce
Related categories
About Zendesk
Related categories
Related Zap Templates
- Create Zendesk tickets for new Salesforce records
- Create leads in Salesforce from new Zendesk tickets
- Update Zendesk users when Salesforce records have updated fields
- Create Zendesk tickets for updated Salesforce records
- Create Zendesk tickets from updated Salesforce records
- Update Zendesk tickets when Salesforce records have updated fields
- Update Zendesk users when new records appear in Salesforce
- Update Zendesk tickets when new Salesforce records are created
- Update Zendesk tickets when Salesforce records have updated fields
- Create Zendesk tickets from new Salesforce outbound messages
- Add comments to Zendesk tickets when Salesforce records are updated
- Create Salesforce records for new Zendesk organizations with this workflow
- Update Salesforce records when new Zendesk users are created
- Add new Zendesk users to Salesforce campaigns as leads
- Update Salesforce records when new Zendesk tickets are created
- Add new Zendesk tickets to Salesforce campaigns as leads
- Create leads in Salesforce when new organizations are added in Zendesk
- Add new Zendesk tickets to Salesforce campaigns as leads
- Create new Zendesk users from new Salesforce records
- Update Zendesk tickets when new outbound messages occur in Salesforce
- Create Zendesk tickets from new Salesforce outbound messages
- Add files to Salesforce records when new actions on Zendesk tickets occur
- Create tickets in Zendesk for new records in Salesforce
- Create Salesforce records from new Zendesk tickets in view
- Create Salesforce records for every new Zendesk ticket
- Create tickets in Zendesk for updated records in Salesforce
- Update Zendesk organizations when Salesforce records are modified
- Create new Zendesk users from new Salesforce contacts
- Update Salesforce records when new organizations are added in Zendesk
- Update Zendesk tickets when Salesforce records are updated
- Update Salesforce records when new tickets in view appear in Zendesk
Related Zap Templates
- Create Zendesk tickets for new Salesforce records
- Create Zendesk tickets for updated Salesforce records
- Update Zendesk users when new records appear in Salesforce
- Create Zendesk tickets from new Salesforce outbound messages
- Update Salesforce records when new Zendesk users are created
- Add new Zendesk tickets to Salesforce campaigns as leads
- Create new Zendesk users from new Salesforce records
- Add files to Salesforce records when new actions on Zendesk tickets occur
- Create Salesforce records for every new Zendesk ticket
- Create new Zendesk users from new Salesforce contacts
- Update Salesforce records when new tickets in view appear in Zendesk
- Create leads in Salesforce from new Zendesk tickets
- Create Zendesk tickets from updated Salesforce records
- Update Zendesk tickets when new Salesforce records are created
- Add comments to Zendesk tickets when Salesforce records are updated
- Add new Zendesk users to Salesforce campaigns as leads
- Create leads in Salesforce when new organizations are added in Zendesk
- Update Zendesk tickets when new outbound messages occur in Salesforce
- Create tickets in Zendesk for new records in Salesforce
- Create tickets in Zendesk for updated records in Salesforce
- Update Salesforce records when new organizations are added in Zendesk
- Update Zendesk users when Salesforce records have updated fields
- Update Zendesk tickets when Salesforce records have updated fields
- Update Zendesk tickets when Salesforce records have updated fields
- Create Salesforce records for new Zendesk organizations with this workflow
- Update Salesforce records when new Zendesk tickets are created