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Salesforce + Zendesk

Add files to Salesforce records when new actions on Zendesk tickets occur

Upgrade your customer service management seamlessly with this integration. When a new activity occurs on a ticket in Zendesk, this dynamic workflow mirrors that action promptly in Salesforce by adding a file to the relevant record. Kicking into action instantly, it keeps your Salesforce records updated, heightening your team's efficiency and maintaining consistency across your customer service platforms. A perfect solution for keeping your systems aligned without any extra work on your part.

Upgrade your customer service management seamlessly with this integration. When a new activity occurs on a ticket in Zendesk, this dynamic workflow mirrors that action promptly in Salesforce by adding a file to the relevant record. Kicking into action instantly, it keeps your Salesforce records updated, heightening your team's efficiency and maintaining consistency across your customer service platforms. A perfect solution for keeping your systems aligned without any extra work on your part.

  1. When this happens...
    ZendeskZendesk
    New Action on Ticket

    Triggers when there is activity (an audit) on a specific ticket. Non-admins can only watch one ticket per Zap.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Add File to Record

    Adds an existing file to an existing Record.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zendesk triggers, actions, and search

    New Group

    Triggers when a new group is created.

    Trigger
    Scheduled
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    • Organization

    Trigger
    Scheduled
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    • ViewRequired

    Trigger
    Scheduled
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    • Tags

    Trigger
    Instant
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    • Ticket (Required for non-admins)

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

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