Connect Salesforce and Zendesk to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to Zendesk with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Zendesk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Delete User" in Zendesk.
You’re connected!
Zapier seamlessly connects Salesforce and Zendesk, automating your workflow.
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Frequently Asked Questions about Salesforce + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Zendesk
How can I integrate Salesforce with Zendesk?
To integrate Salesforce with Zendesk, you can use tools like Zapier to create Zaps that trigger specific actions in one platform based on triggers in the other. This requires setting up an integration that uses authentication keys and custom configurations within both Salesforce and Zendesk.
What kind of actions can be triggered by integrating Salesforce with Zendesk?
When integrating Salesforce with Zendesk, you can trigger actions such as creating or updating a ticket in Zendesk whenever a new contact is added or updated in Salesforce. Our integrations allow for customizable workflows that suit your specific needs.
Is it possible to update a Zendesk ticket when there is a change in a Salesforce record?
Yes, using our integration tools, you can set up a Zap where any update on a Salesforce record, such as Accounts or Contacts, triggers an automatic update on a linked Zendesk ticket.
Can we use custom fields from Salesforce in our Zendesk tickets when integrated?
Custom fields from Salesforce can indeed be mapped and used in your Zendesk tickets. This involves setting up the appropriate field mapping within the integration tool settings, allowing the data from specific fields in Salesforce to populate corresponding fields in Zendesk.
Are there pre-built templates available for integrating Salesforce and Zendesk?
We offer several pre-built templates for common integrations between Salesforce and Zendesk. These templates simplify the setup process by providing predefined triggers and actions that cover typical business requirements.
Does the integration support bi-directional syncing between Salesforce and Zendesk?
Our integration does support bi-directional syncing, allowing data to flow seamlessly between both platforms. This ensures that updates made on either side are reflected across both systems without manual intervention.
How secure is the data transfer during the integration between these two platforms?
Data transfer during the integration process is highly secure. We utilize OAuth for authorization and encryption protocols to ensure all transferred data remains confidential and protected from unauthorized access.
Practical ways you can use Salesforce and Zendesk
Sync new Zendesk tickets with Salesforce cases
When a new support ticket is created in Zendesk, Zapier automatically creates a corresponding case in Salesforce. This automation provides customer support teams with consolidated records, enabling better issue tracking and ensuring every customer concern is addressed efficiently.
Customer Support Ops
Create Zendesk tickets for updated Salesforce records
When records (such as contacts or opportunities) are updated in Salesforce, Zapier automatically creates or updates Zendesk tickets. This ensures IT teams stay informed on Salesforce changes that require troubleshooting or further action, reducing the risk of missed updates and improving alignment between systems.
ITSend Zendesk ticket activity to Salesforce
When a ticket in Zendesk is updated, Zapier updates a related record in Salesforce. This keeps the sales team informed about support interactions, improving the customer experience and alignment between sales and support teams.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
