Zendesk + Agile CRM + Pipedrive Integrations
How to connect Zendesk + Agile CRM + Pipedrive
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zendesk, Agile CRM, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.
New Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
Should the comment be public?
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Subject
Assignee
Group
New status
New Comment to add to the Ticket
New Comment format
Should the new Comment be public?
Tags
Additional Tags
Remove Tags
Type
Priority
Submitter
Brand
External ID
Requester
Sharing Agreements
Ticket form
Collaborators
Collaborator Emails
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case
Triggers when a new case is added in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is added in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact EmailRequired
Subject of NoteRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
EmailRequired
If Duplicate Found
Phone
Tag
Company
Add Address
City
State
Zip Code
Country
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PriorityRequired
OwnerRequired
Start TimeRequired
End TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Task TypeRequired
PriorityRequired
Owner
Email
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Ticket (Required for non-admins)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Comment body
Comment format
Should the Comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Name
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
NameRequired
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundChanging Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is add in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Event
Triggers when a new event is created in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is added in the Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Score to Be AddedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Probability (%)
ValueRequired
Track
Milestone
Related To
Close Date
Description
Deal Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
SubjectRequired
Cc
PriorityRequired
Status
AssigneeRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Last Name
Company
Phone
Tags
Add Address
City
State
Zip Code
Country
Create New Contact
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Zendesk + Agile CRM + Pipedrive Integrations Work
- Step 1: Authenticate Zendesk, Agile CRM, and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Zendesk
Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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