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Salesforce + Zendesk

Create tickets in Zendesk for updated records in Salesforce

Stay on top of your customer service requests by linking your Salesforce and Zendesk platforms with this nifty workflow. When a record is updated in Salesforce, a corresponding ticket is instantly created in Zendesk, streamlining your process and enhancing efficiency. This ensures that all relevant information is updated and shared between your sales and service teams, helping to solve customer issues more swiftly. It supports seamless communication, essentially making your work more organized, and your customer satisfaction soar.

Stay on top of your customer service requests by linking your Salesforce and Zendesk platforms with this nifty workflow. When a record is updated in Salesforce, a corresponding ticket is instantly created in Zendesk, streamlining your process and enhancing efficiency. This ensures that all relevant information is updated and shared between your sales and service teams, helping to solve customer issues more swiftly. It supports seamless communication, essentially making your work more organized, and your customer satisfaction soar.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    ZendeskZendesk
    Create Ticket

    Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

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