LeadConnector + Zendesk
Create tickets in Zendesk when pipeline stages change in LeadConnector
When a lead progresses to a new stage in LeadConnector, this workflow springs into action, creating a ticket in Zendesk right away. It's a simple, yet effective way to make sure your support team is always on the same page with your sales team. This streamlined process assists in quicker customer resolution and better inter-departmental coordination.
When a lead progresses to a new stage in LeadConnector, this workflow springs into action, creating a ticket in Zendesk right away. It's a simple, yet effective way to make sure your support team is always on the same page with your sales team. This streamlined process assists in quicker customer resolution and better inter-departmental coordination.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Group
Triggers when a new group is created.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
TagsRequired
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