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Set up your first integration
Quickly connect Pipedrive to Zendesk with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Pipedrive 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 Activity" from Pipedrive.
Add your action
An action happens after the trigger—such as "Delete User" in Zendesk.
You’re connected!
Zapier seamlessly connects Pipedrive and Zendesk, automating your workflow.
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Frequently Asked Questions about Pipedrive + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Zendesk
How can I integrate Pipedrive with Zendesk?
You can integrate Pipedrive with Zendesk using our automation platform. By setting up triggers in Zendesk, like a new ticket creation, you can automatically create or update deals in Pipedrive. Similarly, events occurring in Pipedrive, such as a new deal, can trigger actions in Zendesk like ticket assignments.
What types of triggers from Zendesk can be used to initiate actions in Pipedrive?
Our integration allows you to use several triggers from Zendesk such as when a new ticket is created, updated or when a ticket status changes. These triggers can initiate actions in Pipedrive like adding notes to a deal or creating an activity.
Is it possible to update Zendesk tickets when there is activity on a Pipedrive deal?
Yes, whenever there is activity on a Pipedrive deal such as stage progression or adding notes, you can set it up to update the corresponding tickets on Zendesk. This helps keep your customer support team informed of sales updates.
Can I use custom fields in the integration between Pipedrive and Zendesk?
Absolutely! Custom fields from both Pipedrive and Zendesk can be utilized in the integration. You just need to ensure that these custom fields are mapped correctly during the setup process so that the information flows accurately between both platforms.
What are common use cases for integrating Pipedrive with Zendesk?
Common use cases include updating sales reps on support tickets related to their deals, creating contacts from new tickets automatically into Pipedrive, and updating ticket status based on sales activities. These automate communication and streamline processes between sales and customer service teams.
How do I troubleshoot if my integration stops working?
First, check if there are any updates required either from our platform or from Pipedrive/Zendesk themselves. Ensure all API keys are valid and haven’t expired. Also review if any of the trigger-action workflows have been accidentally modified or deleted.
Are there limitations on setting up an integration between these two platforms?
While most standard fields and operations can be synchronized seamlessly, some limitations might exist around synchronizing historical data or dealing with complex conditional workflows depending solely on customized scripts within each platform.
Supported 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 Activity
Triggers when a new activity is created.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Organization
Triggers when a new organization is created.
Try ItTriggerPolling
- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Note
Triggers when a new note is created.
Try ItTriggerPolling - Activity filterRequired
Try ItTriggerPolling